Director, Finance, Planning, and Analysis

ActivTrak; Austin (TX); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Job summary

ActivTrak is seeking a Director, Finance, Planning and Analysis to lead forecasting, budgeting and financial reporting infrastructure. This individual contributor role will own annual budgets, quarterly forecasts and long-range models, delivering a clear view of performance to the CFO and leadership.

The role requires 7+ years in FP&A or corporate finance with SaaS exposure, strong SaaS metrics expertise, and experience presenting to executives.

Qualifications

• 7+ years in FP&A or corporate finance, ideally with SaaS exposure.
• Strong command of SaaS metrics and unit economics.
• Experience building budgets, forecasts, and long-range financial models.
• Experience presenting to executive leadership and/or a board.
• CPA is a strong advantage.
• BSc/BA in Accounting or Finance; MSc/MBA is a plus.

Responsibilities

• Build and maintain the annual budget, quarterly forecasts and long-range financial model.
• Work with Finance for monthly and quarterly reporting — variance analysis, KPI dashboards, and the board reporting calendar and cadence.
• Build and maintain SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV and rule of 40.
• Partner with department leaders on budget ownership and monthly spend accountability.
• Contribute to product-line profitability reporting and new billing infrastructure for usage-based products, modeling pricing scenarios.
• Act as first reviewer and approver of redlined customer contracts, evaluating financial and commercial terms before Legal review.
• Lead rollout of a new contract approval workflow, including implementation of a workflow/contract management tool and ownership of the contract inventory process.
• Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction.
• Partner with Finance, Revenue Operations and Business Operations to ensure data integrity across systems.

Skills

Forecasting

Budgeting

Financial modeling

SaaS metrics

Executive communication

Data analysis

Education

BSc/BA in Accounting or Finance

MSc/MBA is a plus

Tools

Excel/Google Sheets

NetSuite

Cube

Salesforce

Power BI

Job description

As Director, Finance, Planning and Analysis at ActivTrak, you'll own the company's forecasting, budgeting and financial reporting infrastructure — giving the CFO and leadership team a clear, current view of the business at all times. This is an individual contributor role. You'll:

• Build and maintain the annual budget, quarterly forecasts and long-range financial model
• Work with Finance for monthly and quarterly reporting — variance analysis, KPI dashboards, and the board reporting calendar and cadence
• Build and maintain SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV and rule of 40
• Partner with department leaders on budget ownership and monthly spend accountability
• Contribute to active finance initiatives, including product-line profitability reporting across business segments and new billing infrastructure for usage-based products, modeling scenarios for pricing, evaluating GTM investments
• Act as first reviewer and approver of redlined customer contracts, evaluating financial and commercial terms before Legal review
• Lead rollout of a new contract approval workflow, including implementation of a workflow/contract management tool and ownership of the contract inventory process
• Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction
• Partner with Finance, Revenue Operations and Business Operations to ensure data integrity across systems

• 7+ years in FP&A or corporate finance, ideally with SaaS exposure

• Proven track record building financial models and budgets in a high-growth environment
• Strong command of SaaS metrics and unit economics
• Advanced Excel/Google Sheets; experience with NetSuite, Cube, Salesforce and Power BI (or similar platforms) a plus
• Experience reviewing or redlining commercial software contracts a plus
• Experience presenting to executive leadership and/or a board
• Strong analytical mind, comfortable moving between detail and narrative
• CPA is a strong advantage
• BSc/BA in Accounting, Finance or a relevant field; MSc/MBA is a plus

Work environment

• Competitive compensation and benefits
• Position is remote within US (Austin, TX location preferred)
• Minimal travel
• Limited physical demands

This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you!

ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.