Director, Financial Planning and Analysis (FP&A)

Socket.dev; Alpharetta (GA); On-site; USD 160,000 - 230,000; Full time

Benefits offered by this job

Health, dental, vision insurance

Unlimited PTO

401(k) with matching

Job summary

Catalis is a PE-backed government SaaS and payments provider seeking a Director of FP&A to partner with finance leadership and business leaders across its verticals. You will own the company's long-term financial model, translate bookings into ARR, and serve as a trusted advisor for planning and growth.

In this role you will build scalable models, drive annual budgeting, and support M&A diligence, partnering with Revenue Ops, Sales Ops, and Delivery teams to deliver insightful analyses for

Qualifications

• 7+ years in FP&A, corporate finance, or investment banking/private equity.
• Own long-term financial models and convert bookings to ARR forecasts.
• SaaS/PE-backed experience and deep SaaS metrics knowledge.
• Advanced Excel and financial modeling skills.
• Strong communication and ability to influence sales and vertical leaders.

Responsibilities

• Build and refine 3–5 year long-term financial models integrating revenue drivers and capex plans.
• Translate strategic plans into financial projections for boards and investors.
• Develop bookings-to-ARR waterfAll and reconcile with revenue targets.
• Lead budgeting, forecasting, and variance analysis across units.
• Support M&A diligence and integration modeling.

Skills

FP&A leadership

Long-term financial modeling

ARR forecasting

SaaS metrics

Advanced Excel

Executive presence

Education

Bachelor's in Finance/Accounting/Economics

MBA (preferred)

Tools

Adaptive Insights

Anaplan

Power BI

Looker

Job description

Description

Who We Are

Catalis is a leading government Software as a Service (SaaS) and integrated payments provider, powering a wide range of government operations at the municipal, county, state, and federal levels. Our innovative solutions are designed to streamline processes, enhance efficiency, and improve the delivery of government services to the public. At Catalis, we are committed to leveraging technology to make government interactions simpler, faster, and more accessible. Catalis is backed by world class PE investors PSG and TPG.

The Opportunity

The Director of FP&A will be a key strategic partner to the finance leadership team, the executive team, and business leaders across Catalis's verticals. This person will own the company's long-term financial model, expand the infrastructure to translate bookings into recognized ARR, and serve as a trusted advisor to vertical leaders and Sales Operations. This is a highly visible role suited to someone who thrives in a fast-paced, multi-business-unit, PE-backed environment and wants to shape how the company plans, forecasts, and measures growth.

What You Will Do

Long-Term Financial Modeling

• Build, own, and continuously refine Catalis's 3–5 year long-term financial model, integrating revenue drivers, cost structure, headcount, capital plans, and M&A scenarios
• Translate strategic and operating plans into financial projections that support board, investor, and lender reporting
• Stress-test the model against alternative growth, pricing, and M&A scenarios to inform executive decision-making

Bookings-to-ARR Waterfall

• Build and maintain the bookings-to-ARR Waterfall model, tracking how new bookings convert into recognized ARR over time based on implementation timelines, go-live schedules, ramp assumptions, churn, and upsell/cross-sell activity
• Partner with Revenue Operations, Sales Ops, and Implementation/Delivery teams to keep underlying assumptions (sales cycle length, time-to-go-live, retention) current and defensible
• Use the waterfall to reconcile bookings targets with ARR and revenue targets, and to explain variances between the two to leadership

Business Partnership

• Build strong working relationships with leaders across Catalis's verticals (Payments, Tax & CAMA, Courts & Land Records, Public Works, Citizen Engagement, etc.), acting as their embedded finance partner
• Support vertical leaders with P&L management, forecasting, budget-to-actual analysis, and business case development for new investments
• Partner closely with Sales Operations on pipeline reviews, quota setting, bookings forecasting, sales compensation design, and rep productivity analysis

Planning, Reporting & Analysis

• Lead the annual budgeting process and recurring reforecast cycles across the consolidated business and individual verticals
• Own monthly and quarterly reporting packages, board materials, and variance analysis (bookings, ARR, revenue, margin, and cash)
• Develop and maintain SaaS/recurring revenue KPIs (NRR, GRR, CAC, LTV, rule-of-40, magic number, etc.) and ensure consistent definitions across the business

M&A & Special Projects

• Support financial diligence and integration modeling for acquisitions, consistent with Catalis's active M&A strategy
• Lead or contribute to ad hoc strategic and financial analyses for the executive team and investors

Requirements

What You Will Need to Succeed

Required Qualifications

• 7+ years of progressive FP&A, corporate finance, or investment banking/private equity experience
• Demonstrated experience owning long-term financial models and translating bookings/pipeline data into ARR and revenue forecasts
• SaaS and/or PE-backed company experience
• Deep fluency in SaaS metrics and unit economics (ARR, NRR/GRR, CAC/LTV, bookings vs. revenue timing)
• Advanced Excel/financial modeling skills
• Strong executive presence and communication skills, with a track record of influencing non-finance stakeholders such as sales and vertical leaders
• Bachelor's degree in Finance, Accounting, Economics, or related field

Preferred Qualifications

• Experience supporting multiple business units, verticals, or product lines simultaneously
• Experience with FP&A or BI tools (e.g., Adaptive Insights, Anaplan, Power BI, Looker)
• Experience with M&A modeling or integration, given Catalis's acquisitive growth strategy
• MBA or CFA

What we Offer

• The opportunity to shape financial strategy at a fast-growing, PE-backed market leader
• High visibility with the executive team, board, and investors
• A collaborative, cross-functional culture spanning multiple product verticals
• A dynamic and supportive work environment in a mission driven organization
• Competitive salary and benefits package, including health, dental, vision insurance
• Unlimited PTO (paid time off)
• HSA and FSA options
• 401(k) plan with matching contributions
• Paid parental leave
• ABLE matching contributions for the disability community
• Employer paid short term and long-term disability insurance and group term life insurance
• Financial and legal assistance through our EAP (Employee Assistance Program)
• Opportunities for personal development and career advancement with free access to unlimited courses via Udemy
• The chance to make a significant impact on the delivery of government services and the lives of citizens

EEO Statement

We are an equal opportunity employer and value diversity. We are committed to an inclusive environment for all. All candidates will be considered based on qualifications, merit, and business needs without regard to race, color, religion, national origin, age, non-qualifying mental or physical disability, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity or expression, veteran status, or any other characteristic protected by applicable law.