Director of Financial Planning and Analysis

BS&A; Lansing (MI); Remote; USD 120,000 - 180,000; Full time

Job summary

A leading company in the SaaS sector seeks a Director of Financial Planning and Analysis to shape financial strategies and drive business insights. This role entails leading budgeting and forecasting, integrating BI tools for enhanced reporting, and working cross-functionally with leadership teams. Candidates should possess strong SaaS experience and advanced financial analytical skills, with competitive salary and benefits offered.

Benefits

Competitive salary and benefits package

Professional development opportunities

Collaborative company culture

Qualifications

• 8+ years in financial planning and analysis, with 3+ years in leadership.
• Experience in SaaS is mandatory, and payments experience is a plus.
• Proficiency in BI tools such as Power BI and reporting tools like Tableau.

Responsibilities

• Lead financial planning, budgeting, and forecasting within SaaS.
• Develop reports and dashboards tailored to SaaS business models.
• Conduct data analysis for strategic financial decision-making.

Skills

SaaS experience

Strong understanding of SaaS financial metrics

Data analysis

Financial modeling

Forecasting skills

Communication and presentation skills

Adaptability in a fast-paced environment

Education

Bachelor's degree in Finance, Accounting, Economics, or related field

MBA or CPA preferred

Tools

Excel

Tableau

Snowflake

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.