Director of Financial Planning and Analysis

Transflo; United States; Remote; USD 130,000 - 180,000; Full time

Job summary

A leading company is seeking a Director of Financial Planning and Analysis to drive strategic insight and support M&A initiatives. The role demands a candidate with strong FP&A experience in a B2B SaaS context, capable of delivering executive-level insights and managing complex financial data.

Qualifications

• 8+ years of progressive experience in FP&A or strategic finance.
• Prior experience supporting M&A in a private equity-backed environment.
• Strong knowledge of SaaS metrics like ARR and LTV/CAC.

Responsibilities

• Lead M&A FP&A efforts and develop investor-grade presentations.
• Own long-range planning aligned with growth scenarios.
• Build and optimize planning infrastructure for M&A execution.

Skills

Analytical Skills

Communication

Detail Orientation

Strategic Thinking

Education

Bachelor’s degree in Finance, Accounting, or related field

MBA, CPA, or CFA (preferred)

Tools

Excel

Planful

NetSuite

Salesforce

Job description

Position:Director of Financial Planning and Analysis

Location: Remote

Job Id:135

# of Openings:1

About the Role

We are seeking a Director of Financial Planning & Analysis (FP&A) to lead M&A and transaction-focused planning and reporting initiatives. This is a high-impact, senior-level role that will be responsible for driving strategic insight, financial rigor, and M&A. The ideal candidate is a detail-oriented operator who also understands the big picture, can put in the time, and knows how to build and tell the story behind the numbers.

Key Responsibilities

• Lead Transflo’s M&A FP&A efforts, including detailed financial modeling, scenario analysis, KPI dashboards, and due diligence support
• Develop investor-grade presentations and materials for board meetings, investment bankers, and prospective buyers
• Own long-range planning and forecasting aligned with growth and exit scenarios
• Partner with Sales, Customer Success, and Operations to refine key metrics and enhance business visibility
• Identify and validate EBITDA add-backs, revenue quality indicators, and other drivers of valuation
• Lead the company’s annual budgeting process and rolling forecasts, with a focus on strategic outcomes and investor expectations
• Build and optimize planning infrastructure, including systems, tools, and outputs that support M&A execution

What We’re Looking For

• Highly self-motivated and fast-learning individual who can ramp up quickly and deliver value early
• Demonstrated success in one or more company exits (e.g., M&A, IPO, PE recap, strategic acquisition)
• Exceptional presentation and communication skills, capable of translating complex data into executive-level insights
• Senior-level FP&A experience in a B2B SaaS environment with recurring revenue models
• Strong balance of detail orientation and strategic thinking—able to manage the numbers and articulate the story behind them
• Willingness to roll up sleeves and put in the time when it counts

Qualifications

• 8+ years of progressive experience in FP&A, strategic finance, or corporate development roles
• Prior experience supporting M&A or capital events in private equity-backed environments
• Strong knowledge of SaaS metrics, including ARR, net retention, LTV/CAC, and churn
• Demonstrated ability to build and present financial models and investor-ready materials
• Highly analytical with strong attention to detail, accuracy, and quality control
• Excellent communication, interpersonal, and influence skills with C-level stakeholders
• Advanced Excel skills; experience with Planful, NetSuite, and Salesforce is a strong plus
• Bachelor’s degree in Finance, Accounting, or related field required; MBA, CPA, or CFA preferred
• Proven ability to succeed in a fast-paced, high-growth, and deadline-driven environment