Director of Financial Planning & Analysis (FP&A) – Software Business Unit

Epiq; United States; Remote; USD 130,000 - 150,000; Full time

Job summary

A leading company is seeking a strategic Director of Financial Planning & Analysis to drive financial performance and support initiatives in their SaaS business unit. The ideal candidate will have extensive experience in financial planning, budgeting, and analysis, particularly in the software industry. Responsibilities include leading financial processes, developing models, and collaborating with teams to align financial goals. Join a dynamic team and contribute to the success of innovative software products.

Qualifications

• Minimum of 10 years of experience in financial planning and analysis.
• 3 years in a leadership role required.
• Software industry experience required.

Responsibilities

• Lead financial planning, budgeting, and forecasting for the SaaS unit.
• Analyze financial data to provide insights to senior management.
• Manage and mentor a team of financial analysts.

Skills

Analytical

Problem-Solving

Communication

Education

Bachelor's degree in Finance

MBA or CPA

Tools

Power BI

SAP

Alteryx

Office 365

Job description

It's fun to work at a company where people truly believe in what theyare doing!

Job Description:

Job Description:
We are seeking a highly skilled and strategic Director of Financial Planning & Analysis (FP&A) to join our dynamic team. This role is pivotal in driving financial performance, supporting strategic initiatives, and ensuring the financial health of our software SaaS business unit. The ideal candidate will have a strong background in financial planning and analysis, with specific expertise in the software industry. Responsibilities:

• Lead the financial planning, budgeting, and forecasting processes for the SaaS business unit.
• Develop and maintain financial models to support strategic decision-making.
• Analyze financial data and provide insights to senior management to drive business performance.
• Collaborate with cross-functional teams to align financial goals with business objectives.
• Establish reporting on key performance indicators (KPIs) and provide regular financial reports and insights.
• Implement best practices in financial analysis and reporting.
• Manage and mentor a team of financial analysts.

Required Skills and Qualifications:

• Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred.
• Minimum of 10 years of experience – a combination of accounting (financial reporting), and financial planning and analysis, and at least 3 years in a leadership role.
• Understanding of revenue recognition in a SaaS environment, including subscription-based models and deferred revenue, and industry KPIs
• Ability to analyze and manage costs related to software development, maintenance, technical and customer support.
• Proficiency in creating detailed budgets and forecasts that align with strategic goals.
• Skill in conducting variance analysis to compare actual financial performance against budgeted expectations.
• Advanced skills in building and maintaining financial models to simulate various business scenarios.
• Knowledge of key performance metrics specific to SaaS businesses, such as customer acquisition cost (CAC), lifetime value (LTV), churn rate, and monthly recurring revenue (MRR), Annual Recurring Revenue, Backlog, etc
• Ability to perform scenario planning to evaluate the financial impact of different business strategies and market conditions.
• Excellent analytical, problem-solving, and decision-making skills.
• Strong communication and interpersonal skills.
• Ability to work in a fast-paced, dynamic environment.
• Software Industry experience, required

Preferred Skills:

• Experience in Power BI, SAP, Alteryx, Office 365.
• Experience using SAP for financial reporting, analysis, and planning.
• Industry experience in leading firms in legal eDiscovery preferred but not required.

If you are a self-driven individual with a passion for financial analysis and cost optimization, we encourage you to apply for this exciting opportunity. Join our team and contribute to the success of our internal software products.

#LI-TP1 #REMOTE

The Compensation range for this role is $130,000.00 to $150,000.00 USD annually and may be eligible for an annual bonus.

Your specific salary will be determined based on several factors:

• Location-based market ratefor the role

• Your abilitiesin relation to the job specification

• Performanceduring screening and interview

• Pay paritywith the wider team in the considered location

Further details about the package will be provided during the initial screening call with the Talent Acquisition Team.

Click here to learn about Epiq's Benefits.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

It is Epiq’s policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual’s race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq’s policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.