Director, Finance Planning and Analysis

Drawbridge-Partners; United States; Remote; USD 180,000 - 240,000; Full time

Job summary

Drawbridge is seeking a Director of Financial Planning & Analysis to lead the FP&A function with exposure to CFO, board, and investors. As the sole owner of FP&A, you'll shape planning processes, metrics, and the financial narrative.

This remote, Mountain Timezone role requires hands-on leadership and deep experience in SaaS, private equity-backed environments, and tools like Salesforce, NetSuite, Excel, and Power BI. You will both build models and deliver decision-ready analysis for executives.

Qualifications

• Proven experience in financial planning and analysis, with 7+ years in finance roles.
• 3–5 years of experience within a private equity-backed SaaS company is required.
• Experience with Salesforce, NetSuite, Excel, and a BI tool; Power BI preferred.
• Highly organized with multi-priority management in an entrepreneurial environment.
• Leadership experience in FP&A or as the senior FP&A owner in a lean, high-growth setting.
• Strategic finance leadership with hands-on execution in models, reporting, forecasting.
• Excellent analytical, written, and oral communication skills.
• Proactive, consultative approach to internal/external requests, listening to business partners.

Responsibilities

• Develop and manage financial models, forecasts, and budgets supporting strategic planning and decision-making.
• Partner with CFO, executive team, board, and PE Sponsors; align financial objectives with strategy.
• Create and maintain reports and dashboards for leadership, the board, and investors; prepare board materials.
• Close partnership with accounting to ensure timely month-end close and cash forecasting.
• Own data architecture from a finance lens to optimize Salesforce, NetSuite, and Power BI for growth.
• Deliver ad hoc analyses and strategic projects to senior management.

Skills

FP&A

Private equity SaaS

Salesforce

NetSuite

Excel

Power BI

Forecasting

Board reporting

Data analysis

Communication

Education

Bachelor's degree in Finance/Accounting

Tools

Salesforce

NetSuite

Excel

Power BI

Job description

Drawbridge has a fantastic opportunity to join our team as a Director, FP&A reporting directly to the CFO. This is a remote position, ideally in the Mountain Timezone. At Drawbridge, we are committed to attracting and retaining the best individuals who enjoy working in a dynamic environment. You will be joining an agile team that will help you at every level of your career to identify and use your strengths to grow. This is an opportunity to work at a company that is open to new ideas as we build a diverse environment for our employees. The work will be challenging and rewarding.

Drawbridge is a portfolio company of Francisco Partners and Long Ridge Equity Partners, two leading technology-focused private equity firms. As a Francisco Partners portfolio company, Drawbridge benefits from a deep network of operational best practices and peer FP&A community. We are a high-growth Software as a Service (SaaS) business with a strong track record of innovative cybersecurity solutions to the alternative investment management industry.

We are seeking a Director of Financial Planning & Analysis (“FP&A”) to lead the FP&A function and support the executive leadership team. This is a highly visible role with regular exposure to executive leadership and investors, and an opportunity to drive strategic financial decision-making in a fast-paced environment.

A High-Visibility Leadership Role for a Hands-On Builder

This role offers a unique opportunity to serve as Drawbridge's senior FP&A leader and trusted financial business partner to the CFO, executive team, board, and investors. As the sole owner of the FP&A function, you will have significant influence over strategic decisions, resource allocation, long-range planning, and the financial narrative of the business.

This is not a role for someone who wants to manage through layers of staff. We are seeking a leader who combines strategic thinking with a builder's mindset. You will establish the planning processes, performance metrics, reporting standards, and financial discipline that guide the company, while also personally developing the analyses, models, and presentations that drive decision-making.

Success in this role requires both leadership presence and a willingness to roll up your sleeves. One moment you may be involved in strategic discussions with an executive member; the next, you may be deep in Excel, Power BI, Salesforce, or NetSuite building the models and analyses that support those conversations. The ideal candidate is energized by both leading and doing and thrives in an environment where impact is measured by results rather than size of team.

Key Responsibilities

• Financial Forecasting: Develop and manage the financial models, forecasts, and budgets that support strategic planning and decision-making, including revenue growth, retention, expense management, and cash flow forecasting.
• Business Partnering and Financial Strategy:Directly working with the CFO, Executive Team, board, and PE Sponsors. Work cross-functionally with every member of the executive and leadership teams to align financial objectives with company strategy. Own the KPIs, translate the data into insight each function can act on, and refine financial strategy alongside senior management.
• Reporting to Leadership, the Board, and Investors: Create and maintain accurate, insightful reports and dashboards for senior leadership, the board, and our investors. Prepare board materials and support the executive team in communicating financial performance and strategy to stakeholders.
• Close Partnership with Accounting: Work closely with the accounting team to ensure a timely and accurate financial month-end close and cash forecasting.
• Culture Impact: We value curiosity, low ego, and high ownership. We're looking for people who dig into new tools and problems, bring solutions rather than just questions, and are hungry to grow.
• Data Architect from a Finance lens: Optimize our technology stack—including Salesforce, NetSuite, and Power BI—with an architectural mindset that supports future growth and scalability.
• Ad Hoc Analysis and Special Projects: Deliver fast, decision-grade analysis for senior management on the questions that come up between reporting cycles.

Qualifications

• Proven experience in financial planning and analysis, with at least 7 years of progressive experience in finance roles.
• 3 to 5 years of experience within a private equity-backed SaaS company (required).
• Experience with Salesforce, NetSuite, Excel, and a BI tool, Power BI preferred (required).
• Highly organized and detail-oriented individual, comfortable managing multiple and changing priorities and meeting deadlines in an entrepreneurial environment.
• Experience leading an FP&A function or serving as the most senior FP&A owner in a lean, high-growth environment with direct accountability for forecasting, budgeting, and executive/board reporting. Ability to establish direction, influence executives, and drive organizational outcomes without direct reports while remaining deeply involved in the underlying analysis and execution.
• Comfortable operating as both a strategic finance leader and a hands-on practitioner, with a willingness to personally own financial models, reporting, board materials, forecasting processes, and ad hoc analysis.
• Outstanding analytical skills and a proven ability to connect data analysis with business outcomes.
• Excellent oral and written communication and presentation skills are critical for success.
• A proactive and consultative approach to internal and external requests, with a commitment to listening to and understanding business partners’ needs.
• Bachelor's degree in Finance, Accounting, or related field.