Finance Director - AI‑Driven FP&A for SaaS Growth

Bonterra; Texas; Hybrid; USD 147.000 - 195.000; Vollzeit

Benefits dieser Stelle

Health insurance

401(k) with match

Unlimited PTO

Zusammenfassung

Bonterra is seeking a Finance Director to lead the financial planning, forecasting, and management reporting for a key business unit. You will design scalable budgeting cycles, deliver actionable insights, and enable data‑driven decisions in a SaaS, AI‑enabled environment.

You will partner with the GM and senior leaders, own the operating plan and quarterly reforecasts, prepare Board‑ready dashboards, perform variance analyses, and model strategic initiatives including pricing, cost

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Financial modeling

Excel

US GAAP

Communication

Board reporting

Ausbildung

CPA/CFA/MBA or equivalent

Tools

Adaptive

Anaplan

BI/reporting tools

Jobbeschreibung

Bonterra is seeking a Finance Director to lead the financial planning, forecasting, and management reporting for a key business unit. You will design scalable budgeting cycles, deliver actionable insights, and enable data‑driven decisions in a SaaS, AI‑enabled environment.

You will partner with the GM and senior leaders, own the operating plan and quarterly reforecasts, prepare Board‑ready dashboards, perform variance analyses, and model strategic initiatives including pricing, cost