Finance Director

Bonterra Tech LLC; United States; Remote; USD 147,000 - 195,000; Full time

Benefits offered by this job

401(k) with 3% match

Bonus eligibility

Comprehensive benefits

Job summary

Bonterra Tech LLC is seeking a Finance Director to lead FP&A for the business unit, shaping budgeting, forecasting, and management reporting in a SaaS environment. You will deliver actionable insights and partner with senior leaders to drive disciplined resource allocation.

In an AI-enabled setting, you will translate financial and operating performance into forward-looking recommendations, supporting executive decisions and strategic initiatives with data-driven analysis.

Qualifications

• Experience in FP&A within SaaS or recurring revenue environments.
• Advanced Excel skills and executive-ready presentations.
• Strong understanding of US GAAP fundamentals and financial statement analysis.
• Experience preparing management and Board-level reporting packages.
• Ability to manage multiple deadlines in a fast-paced environment.
• Excellent written and verbal communication with business insight.

Responsibilities

• Lead annual operating plan and quarterly reforecast cycles, coordinating cross-functional inputs.
• Develop monthly/quarterly projections for revenue, expenses, cash flow, and headcount.
• Prepare dashboards, variance analyses, KPI reporting, and Board materials.
• Analyze data to identify trends and root causes; present actionable recommendations.
• Design scalable FP&A processes, systems, and controls for a growing SaaS org.
• Collaborate with Sales to analyze bookings, pipelines, and revenue forecasts.
• Support external reporting alignment with US GAAP and internal forecasts.
• Develop models to evaluate initiatives, pricing, costs, and investments.
• Support M&A activities with modeling and due diligence.

Skills

Financial planning

Forecasting

Variance analysis

Executive communication

Problem solving

Education

CPA/CFA/MBA

Tools

Excel

Adaptive

Anaplan

BI tools

Job description

US Salary: $147,170 - $195,000 w/15% annual bonus

About Us

Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com.

About the Role

The Finance Director leads business unit’s financial planning, forecasting, and management reporting processes in support of Bonterra’s strategic and operational objectives. This role is responsible for designing and administering scalable, repeatable budgeting and forecasting cycles, delivering actionable financial insights, and enabling data-driven decision-making across the organization. This role functions as a finance business partner to the GM and functional leaders of the business unit.

Operating in an AI-first environment, the Director leverages advanced analytics, automation tools, and AI-enabled forecasting and reporting solutions to enhance accuracy, efficiency, and business insight. The role partners closely with senior leadership to translate financial and operational performance into forward-looking recommendations that drive accountability, growth, and disciplined resource allocation in a SaaS operating model.

Essential Functions

• - Lead the annual operating plan process and quarterly reforecast cycles by establishing timelines, coordinating cross-functional inputs, consolidating financial models, and presenting results to executive leadership and the Board.
• - Develop and maintain monthly and quarterly financial projections, including revenue, expense, cash flow, and headcount forecasts, to support timely and accurate decision-making.
• - Administer enterprise financial reporting processes by preparing management dashboards, variance analyses, KPI reporting, and Board-ready materials on a monthly and quarterly basis.
• - Analyze financial and operational data to identify trends, performance gaps, and root causes, and present findings with clear recommendations to functional leaders.
• - Design, document, and continuously improve scalable FP&A processes, systems, and controls to support a growing SaaS organization.
• - Partner with Sales and Sales Operations to analyze bookings performance, pipeline trends, revenue forecasts, and sales productivity metrics to inform strategic planning and compensation alignment.
• - Support internal and external financial reporting requirements by coordinating with Accounting to ensure alignment between forecasts, actuals, and US GAAP reporting.
• - Develop and maintain financial models to evaluate strategic initiatives, including pricing changes, cost optimization, and investment scenarios.
• - Support mergers and acquisitions activities by conducting financial modeling, scenario analysis, due diligence support, and post-acquisition integration of financial and operational metrics.
• - Provide ad hoc analysis to executive leadership to evaluate risks, opportunities, and resource allocation decisions.
• - Present financial results and forward-looking projections to executive stakeholders, explaining key drivers, risks, and recommended actions.

Knowledge, Skills & Abilities:

LEADERSHIP & NAVIGATION EXPECTATIONS

This position does not have people management responsibilities. Operates independently within established within FP&A priorities without direct supervision and escalates identified issues or systemic gaps with recommended solutions.

KEY BEHAVIORS – THE “HOW”

Demonstrates structured problem-solving, sound judgment, and analytical rigor; communicates complex financial concepts clearly to non-financial stakeholders; maintains high standards of accuracy and accountability under deadline-driven conditions.

OUTCOME EXPECTATIONS – THE “IMPACT”

Delivers accurate, timely, and insight-driven financial plans and forecasts that improve executive decision‑making, enhance operational discipline, and support achievement of revenue and profitability targets.

Required Minimum Qualifications

• - Demonstrated experience in Business Unit FP&A or related financial planning roles within a SaaS or recurring revenue environment.
• - Strong proficiency in financial modeling, forecasting, and variance analysis, including advanced Excel skills and executive-ready presentation development.
• - Solid understanding of financial statement analysis, corporate finance principles, and US GAAP fundamentals.
• - Experience preparing management and Board-level reporting packages.
• - Ability to manage multiple deadlines, maintain attention to detail, and ensure data accuracy in a fast‑paced environment.
• - Strong written and verbal communication skills with the ability to translate financial results into business insights.

Preferred Qualifications

• - 8+ years of progressive FP&A experience
• - Experience supporting Sales and Go-To-Market organizations with bookings and revenue analytics.
• - Experience supporting M&A transactions, including financial modeling and post‑acquisition integration.
• - Familiarity with SaaS metrics such as ARR, MRR, churn, CAC, LTV, and revenue recognition principles.
• - Experience with enterprise planning systems (e.g., Adaptive, Anaplan, or similar) and BI/reporting tools.
• - CPA, CFA, MBA, or similar advanced credential.

At Bonterra, we’re building AI-powered tools to solve real human challenges—and we want teammates who share that enthusiasm.We value people who will champion AI and bring diverse perspectives from different industries, backgrounds, and cultures. Together, we create AI that breaks down barriers, empowers communities, and delivers better outcomes

At this time, we are unable to consider candidates who require current or future sponsorship for employment authorization.

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Our Culture

At Bonterra, we’re innovating with a higher purpose: to increase giving to 3% of US GDP by 2033, creating $573 billion more in global impact every year. At Bonterra, we foster an inclusive, equitable culture where every team member belongs and contributes to meaningful impact. Read more about our values and culture here.

Compensation & Benefits

We offer a comprehensive benefits package that supports your health, well‑being and growth - explore full details here.

Compensation and benefits for this U.S. role apply to regular full-time and part‑time employees scheduled to work 30 or more hours a week. Pay reflects location, skills, experience, and education, and is one part of Bonterra’s total rewards package, which may include bonuses, incentives, and equity. Benefits include comprehensive medical, dental, and vision insurance with employer‑subsidized premiums, unlimited Flexible Time Off (FTO), paid holidays, and dedicated time off to volunteer. All regular and part‑time employees are eligible for the Bonterra 401(k) plan with a 3% company match.

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Equal Opportunity & Accommodations

At Bonterra, we are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We provide equal employment opportunities without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, or any other characteristic protected by law.

If you require a reasonable accommodation during the application process, please submit a request.