Director of FP&A

Trax; Chicago (IL); Remote; USD 150,000 - 190,000; Full time

Benefits offered by this job

Remote-first work environment

Medical, dental, vision insurance

401(k) retirement plan available

Paid parental leave

Flexible vacation policy

Job summary

FORM is seeking a highly analytical Director of FP&A to lead global planning, forecasting, reporting, cash flow management, and strategic analysis. You will partner with the CFO and executive team to convert data into insights that steer growth across multi-country SaaS operations.

This hands-on leader owns budgeting, forecasting, KPI dashboards, and M&A support, driving data integrity and automation across ERP and BI tools. Remote-first with competitive compensation and benefits.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or Business required.
• 5+ years of FP&A/Strategic Finance experience in SaaS or subscription-based business.
• Experience building integrated three-statement financial models.
• Experience with ERP systems and financial planning or reporting tools.

Responsibilities

• Lead annual budgeting, rolling forecasts, long-range planning, and scenario analysis for multi-entity models.
• Own reporting for executive leadership, Board, investors, and lenders with KPI dashboards and presentations.
• Partner with Controller to ensure reporting accuracy and timeliness.
• Drive SaaS metrics analysis (ARR, churn, CAC, LTV) and translate results into actionable insights.
• Lead evolution of FP&A tools and automation across multi-country operations.

Skills

Advanced Excel

Analytical thinking

Communication skills

ERP systems

Education

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

MBA (nice-to-have)

Tools

ERP systems

Financial planning tools

Job description

Description

About Our Role:

We are seeking a highly analytical and strategic Director of FP&A to lead global financial planning, forecasting, reporting, cash flow management, and strategic financial analysis. You will be a key partner to the CFO, Controller, and executive leadership team, turning financial and operational data into actionable insights that support business decisions, financial performance, and long-term growth.

This is a hands-on leadership role. You will own financial reporting and planning processes, and lead the implementation of tools and technologies that improve efficiency and financial visibility across a multi-country SaaS business.

About FORM

FORM powers the world’s two billion mobile workers as they change companies and industries for good, with mobile technology that improves execution from the frontline. FORM solutions include the AI-enabled task management platform GoSpotCheck, Trax’s image recognition technology, and FORM OpX, all of which activate and connect teams in the field – with leaders, missions, and each other – so they can deliver success in the enterprise. With more than 25 years of experience, FORM supports 100,000+ global users from some of the world’s most recognizable global brands in 45 countries.

Requirements

What You’ll Own:

Planning, reporting & analysis

• Lead annual budgeting, rolling forecasts, long-range planning, and scenario analysis, built on integrated multi-entity three-statement models.
• Own reporting for executive leadership, the Board, investors, and lenders, including monthly and quarterly packages, KPI dashboards, and presentations.
• Partner with the Controller to keep reporting accurate, aligned with accounting results, and delivered on time.
• Analyze budget-to-actual variances, revenue trends, profitability, and SaaS metrics such as ARR, retention, churn, CAC, and LTV.
• Turn results into clear insights on trends, risks, and opportunities.

Strategic finance & business partnership

• Act as a strategic partner to the CFO and executive team on financial and operational decisions.
• Evaluate growth opportunities, pricing strategies, investments, resource allocation, and operational improvement initiatives.
• Support M&A activities, including cross-border transactions, financial due diligence, transaction modeling, and integration planning.
• Partner with functional leaders to establish financial targets, evaluate performance, and drive accountability.
• Work with leaders and HR on cross-border considerations, including transfer pricing, local statutory requirements, and workforce cost modeling across employees and contractors.

Cash flow, treasury & debt compliance

• Own the 13-week cash flow forecast, including liquidity planning, working capital analysis, and cash management reporting.
• Partner with the CFO and Controller on treasury activities, including cash positioning, banking relationships, and debt management.
• Manage debt covenant compliance, including calculations, forecasting, lender reporting, and proactive identification of potential risks.

Financial systems & automation

• Lead the evaluation, rollout, and optimization of FP&A, ERP, reporting, and BI tools that support multi-entity, multi-currency consolidation.
• Use AI and automation to sharpen forecasting, reporting, and analysis, and to remove manual work.
• Partner cross-functionally to improve data integrity, streamline financial processes, and enhance reporting capabilities.

Who We’re Looking For:

You are a finance leader who goes well beyond reporting. You are curious, commercially minded, and excited by technology, with a global perspective and experience supporting a multi-country business. You challenge assumptions, spot opportunities, and influence decisions. You are just as comfortable building a complex model as you are presenting to the executive team or partnering with colleagues across regions.

You bring:

• A bachelor's degree in Finance, Accounting, Economics, Business, or a related field from an accredited institution.
• 5+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, or a related field.
• Experience in a SaaS or subscription-based software business.
• A proven track record building and maintaining integrated three-statement financial models.
• Experience supporting a global, multi-country business.
• Hands‑on experience with cash flow forecasting, budgeting, financial reporting, and performance analysis.
• Experience preparing reporting and presentations for senior leaders and external stakeholders.
• Experience with ERP systems and financial planning or reporting tools.
• Advanced Excel skills, sharp analytical thinking, and excellent communication and partnership skills.

Nice‑To‑Haves:

• An MBA or other advanced degree.
• Experience in a private equity-backed or high‑growth SaaS environment.
• Experience implementing financial systems, reporting tools, or AI-powered automation.
• Experience with treasury management, debt covenant compliance, and lender reporting.
• Exposure to M&A, including financial due diligence and integration planning.
• Experience leading and developing FP&A team members, ideally across time zones.

What We Offer:

• Remote-first work environment.
• Generous medical, dental, and vision insurance coverage.
• Company-paid life and disability insurance.
• 401(k) retirement plan available.
• Paid parental leave.
• Flexible vacation policy: take the time you need, when you need it.
• Company-provided work equipment. etc.
• Opportunities for internal growth and career development.

Compensation: $150,000 to $190,000 annually, base salary. A bonus may be provided as part of the compensation package. Exact compensation may vary depending on skills, experience, and location within the United States.

This is a full-time W-2 position. Employment is contingent upon successful completion of standard employment verification (I-9) and background checks. Candidates must be authorized to work in the United States without the need for sponsorship.

Final candidates located in the United States will be required to undergo a criminal background check through Checkr. Any background check will be conducted in compliance with applicable laws and regulations.