Director of Financial Planning and Analysis

Bsasoftware; Lansing (MI); Remote; USD 130,000 - 180,000; Full time

Job summary

A growing SaaS organization is seeking a Director of Financial Planning and Analysis (FP&A) to oversee financial planning and reporting, utilizing Business Intelligence tools for strategic insights. The role requires strong leadership in financial analysis and collaboration across departments, ensuring alignment with business goals.

Benefits

Competitive salary and benefits package

Opportunity for professional development

Collaborative company culture

Qualifications

• Experience in financial planning, analysis, and business intelligence with at least 3 years in leadership.
• SaaS experience is mandatory.
• Proficiency in financial software and strong analytical skills.

Responsibilities

• Lead financial analysis and forecasting in a high-growth SaaS environment.
• Design and implement financial models and reports tailored to SaaS metrics.
• Collaborate cross-functionally to align financials with strategic business objectives.

Skills

Data Analysis

Financial Modeling

Forecasting

SaaS Financial Metrics

BI Tools Expertise

Communication

Education

Bachelor's degree in Finance, Accounting, Economics, Business Intelligence

MBA or CPA preferred

Tools

Tableau

Excel

Snowflake

Power BI

Job description

Job Title: Director of Financial Planning and Analysis (FP&A)
Location: Remote (must be located in the Eastern or Central time zone) with occasional travel to Lansing, Michigan. Prefer Michigan, Illinois, Indiana, Ohio, or within a 2 hour direct flight to Lansing, MI.

Reports To: Chief Financial Officer (CFO)

Job Type: Full-Time

Job Summary:
The Director of Financial Planning and Analysis (FP&A) is responsible for leading the financial planning, forecasting, budgeting, and strategic analysis functions within a high-growth SaaS environment. This role will integrate Business Intelligence (BI) into financial planning and reporting, leveraging data analytics to drive business insights and support decision-making. The Director of FP&A will collaborate cross-functionally with leadership teams to ensure financial alignment with business objectives.
Key Responsibilities:

• Data Analysis & Reporting: Analyze financial and operational data, generating reports that provide actionable insights for business strategy and decision-making.
• Strategic Financial Planning: Lead the development of annual budgets, long-range financial plans, and rolling forecasts, ensuring alignment with company goals.
• Financial Analysis & Reporting: Develop and deliver financial reports, dashboards, and key performance metrics tailored to SaaS business models.
• Forecasting & Modeling: Utilize financial models to evaluate business performance, assess potential risks and opportunities, and enhance strategic decision-making.
• SaaS Metrics Analysis: Analyze and report on key SaaS metrics such as ARR, MRR, LTV, CAC, churn rate, and customer expansion trends.
• Business Intelligence Integration: Implement and enhance BI tools (e.g., Tableau, Snowflake) to improve financial reporting, trend analysis, and data-driven decision-making.
• Tableau & Data Visualization: Develop and maintain Tableau dashboards and reports to visualize financial performance and operational KPIs.
• Variance Analysis: Conduct variance analysis, identifying key drivers of financial performance deviations and recommending corrective actions.
• Investment Planning: Evaluate investment opportunities, conduct ROI analysis, and optimize capital allocation.
• Board & Executive Reporting: Prepare presentations and reports for executive leadership and board meetings, including the quarterly Board of Directors presentation.
• Data-Driven Insights: Leverage BI tools such as Power BI, Tableau, Looker, and Snowflake to analyze financial data and generate actionable insights.
• Process Improvement: Identify opportunities to enhance efficiency and accuracy in financial planning, forecasting, and reporting processes.

Qualifications & Skills:

• SaaS experience mandatory.
• Strong understanding of SaaS financial metrics and business models.
• Experience working for a venture capital or private equity-backed company preferred.
• Payments industry experience a plus.
• Bachelor's degree in Finance, Accounting, Economics, Business Intelligence, or a related field; MBA or CPA preferred.
• 8+ years of progressive experience in financial planning, analysis, and business intelligence, with at least 3 years in a leadership role.
• Proficiency in financial software (e.g., Excel, Snowflake, Tableau, or similar tools).
• Experience working with ERP systems such as Certinia ERP & NetSuite.
• Expertise in BI tools such as Power BI, Tableau, Looker, or Snowflake.
• Strong data analysis, financial modeling, and forecasting skills.
• Experience in creating and managing Tableau reports and dashboards.
• Excellent communication and presentation skills, with the ability to translate complex financial data into actionable insights.
• Ability to work in a fast-paced, dynamic environment and manage multiple priorities.
• High level of integrity, attention to detail, and strategic thinking.

Why Join Us?

• Opportunity to drive impactful financial strategies and BI initiatives in a growing SaaS organization.
• Collaborative and innovative company culture.
• Competitive salary and benefits package.
• Professional development and career growth opportunities.