Director, Financial Planning & Analysis

firstPRO, Inc; Boston (MA); On-site; USD 150,000 - 190,000; Full time

Job summary

firstPRO, Inc. is seeking a Director of Financial Planning & Analysis (FP&A) to shape our financial strategy in a fast-growing Global SaaS organization. You will partner with the executive team, lead a global FP&A function, and build a best-in-class finance organization.

You will report to the VP of Finance, work closely with the CFO and cross-functional leaders, and oversee budgeting, forecasting, and performance analytics across multiple regions and currencies.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 8+ years of progressive FP&A experience with at least 4 years in leadership/management.
• Advanced financial modeling and data analysis skills with Excel and Adaptive.
• Strong knowledge of GAAP/IFRS and financial reporting.

Responsibilities

• Lead annual operating plan, long-range planning, and monthly forecasting.
• Own financial performance analysis and translate results into business insights.
• Prepare monthly/quarterly/annual financial reporting for the executive team and Board.
• Develop and monitor KPIs and financial/operational metrics.
• Partner with Commercial, G&A, R&D, and other leaders to drive informed decisions.
• Support M&A activities, valuation modeling, due diligence, and scenario planning.
• Drive FP&A systems, processes, reporting, and analytics improvements.
• Lead and develop a 3-person Boston-based FP&A team.

Skills

Financial modeling

Data analysis

Excel

Workday Adaptive

GAAP/IFRS

Cross-functional leadership

FP&A leadership

Multi-currency reporting

Education

Bachelor's degree in Finance

Tools

NetSuite

Workday Adaptive

BI platforms

Job description

Director, Financial Planning & Analysis (FP&A)

Global SaaS Organization

We’re partnering with a SAAS company on a high-impact Director of FP&A opportunity for a commercially minded finance leader who wants to play a key role in shaping the company’s financial strategy and continued growth.

Why This Opportunity?

This is much more than a traditional FP&A leadership role. You’ll serve as a strategic partner to the executive team, lead a global FP&A function, and help build a best-in-class finance organization within a growing SaaS business.

You’ll report directly to the VP of Finance and work closely with the CFO, executive leadership, and cross-functional business leaders.

What You’ll Own

• Lead the company’s annual operating plan, long-range strategic planning, and monthly forecasting
• Own financial performance analysis and translate results into meaningful business insights
• Prepare monthly, quarterly, and annual financial reporting for the executive team and Board of Directors
• Develop and monitor KPIs and financial/operational metrics
• Partner with Commercial, G&A, R&D, and other business leaders to drive informed decision-making
• Support M&A activities, valuation modeling, due diligence, and financial scenario planning
• Drive continuous improvement across FP&A systems, processes, reporting, and analytics
• Lead and develop a 3-person Boston-based FP&A team consisting of an Analyst and two Senior Analysts
• Help establish a strong FP&A “brand” across the organization and elevate Finance as a strategic business partner
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 8+ years of progressive FP&A experience, including at least 4 years in a leadership/management capacity
• Proven experience leading annual budgeting and multi-year planning cycles
• Advanced financial modeling and data analysis skills, including Excel and Adaptive
• Strong understanding of GAAP/IFRS and financial reporting
• Experience with financial change management, M&A integration, reorganizations, or similar initiatives
• Exceptional analytical, problem-solving, communication, and presentation skills
• Ability to influence and partner effectively with senior leadership and cross-functional teams
• Global/multi-currency financial reporting experience
• NetSuite, Workday Adaptive, and Business Intelligence platforms
• Experience transitioning or integrating financial systems into a broader enterprise architecture

The Impact

This is an opportunity to build, influence, and transform the FP&A function—not simply manage it. You’ll have significant autonomy and executive visibility while helping create the systems, processes, insights, and financial discipline that support the company’s next stage of growth.