FP&A Director

USM Finastra USA Corporation; Atlanta (GA); Hybrid; USD 180,000 - 240,000; Full time

Benefits offered by this job

Unlimited vacation

Hybrid work model

Medical insurance

Retirement plan

Wellbeing programs

Job summary

Finastra in Sandy Springs, Atlanta, GA, is seeking a Director, FP&A to lead forecasting, planning, reporting, and performance management across multiple business units. You will consolidate results, develop executive-level reporting, and translate financial information into strategic recommendations for growth.

This role mentors a team of FP&A professionals and partners with Finance, Strategy, Revenue, and Operations to drive business performance.

Qualifications

• Bachelor's degree in finance, Accounting, Economics, or a related field.
• Experience with planning and ERP platforms such as Anaplan, NetSuite, or similar solutions is preferred.
• Experience with business intelligence and reporting tools such as Power BI is preferred.

Responsibilities

• Lead forecasting, budgeting, and long-range planning across multiple business units.
• Oversee consolidation of financial results and ensure consistent reporting and visibility.
• Develop and maintain financial models linking operational drivers to business performance.
• Prepare and deliver executive and board-level reporting, including KPI dashboards and forecasts.
• Analyze performance, identify trends and risks, and provide strategic recommendations to leadership.
• Partner with Finance, Strategy, Revenue, and Operations to drive planning and business performance.

Skills

Forecasting

Budgeting

Financial planning

Management reporting

SaaS analytics

Financial modeling

Executive communication

Stakeholder management

Education

Bachelor's degree in finance/Accounting/Economics

MBA, CPA, CFA (asset)

Tools

Anaplan

NetSuite

Power BI

Job description

Who are we?

At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.

Director, Financial Planning & Analysis (FP&A)

What Will You Contribute?

As Director, FP&A, you will serve as a strategic finance leader responsible for driving the company's forecasting, planning, reporting, and financial performance management processes. Reporting to the Head of FP&A, you will partner closely with executive leadership and business leaders across multiple business units to provide insights that support informed decision‑making and long‑term growth. This role leads a team of finance professionals and plays a critical role in consolidating financial results, developing executive‑level reporting, and translating complex financial information into meaningful business recommendations. The ideal candidate combines strong financial planning expertise with business acumen, leadership capability, and the ability to influence stakeholders across the organization.

Responsibilities & Deliverables

• Lead the company's forecasting, budgeting, and long-range planning processes across multiple business units.
• Oversee the consolidation of financial results and ensure consistent reporting, methodologies, and financial visibility across the organization.
• Develop and maintain financial models that connect operational drivers to business performance and financial outcomes.
• Prepare and deliver executive and board-level reporting, including financial presentations, KPI dashboards, forecasts, and business insights.
• Analyze financial and operational performance, identify trends, risks, and opportunities, and provide strategic recommendations to leadership.
• Partner with leaders across Finance, Strategy, Revenue, and Operations to support planning, decision-making, and business performance initiatives.
• Monitor and forecast recurring revenue metrics, including ARR, MRR, retention, bookings, and other key SaaS performance indicators.
• Lead, coach, and develop a team of FP&A professionals while driving continuous improvement of reporting processes, systems, and financial planning capabilities.

Required Experience & Skills

• Demonstrated experience leading forecasting, budgeting, financial planning, and management reporting processes within a complex organization.
• Strong understanding of SaaS business models and recurring revenue metrics, including ARR, MRR, retention, churn, bookings, and unit economics.
• Experience consolidating financial performance across multiple business units, product lines, or geographic regions.
• Advanced financial modeling and analytical skills, with the ability to build and maintain sophisticated financial models.
• Strong business acumen with the ability to interpret financial results, identify key drivers, and communicate actionable insights to executive stakeholders.
• Experience preparing executive-level and board‑ready financial reporting and presentations.
• Proven leadership experience managing, mentoring, and developing finance professionals.
• Ability to influence decision‑making through strong communication, presentation, and stakeholder management skills.
• Bachelor's degree in finance, Accounting, Economics, or a related field.
• Experience with planning and ERP platforms such as Anaplan, NetSuite, or similar solutions is preferred.
• Experience with business intelligence and reporting tools such as Power BI is preferred.
• MBA, CPA, CFA, or equivalent professional qualification is considered an asset.
• Experience supporting high‑growth SaaS organizations, transaction activities, or strategic business initiatives is a plus.

Location: Sandy Springs, Atlanta, GA. Hybrid (2 days per week in office)

Benefits & Incentives

• Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities.
• Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
• Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
• Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.
• Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
• Inclusion: Get involved in our inclusion communities, such as CountMeIn, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
• Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
• Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
• *Specific benefits may vary by location.
• Our perks include paid holidays, flexible working hours, a pension plan, and comprehensive health initiatives.

Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in NewYork City or California.

At Finastra, our team members are the driving force behind everything we do. We’re building an environment where bold ideas thrive, careers flourish, and innovation is a shared journey. Whether you're a recent graduate ready to shape the future or a seasoned professional seeking your next challenge, you’ll play a pivotal role in delivering software solutions that redefine what’s possible in financial services.

We believe growth is a shared commitment. That’s why we offer a rich ecosystem of learning—from hands‑on training and mentorship to leadership development and industry certifications. You’ll have the freedom to explore new paths, deepen your expertise, and make your mark in a global fintech that’s built for the future.

Our career development isn’t just a program—it’s a promise. With access to cutting‑edge tools, a culture of collaboration, and a community that champions your success, you’ll be empowered to lead, challenge, and create meaningful change.

Because when we grow together, we innovate together—and that’s how we shape what’s next in finance.

We offer incredible career opportunities and your work in close collaboration with fantastic colleagues globally to develop and launch innovative software solutions for our customers. There is a huge range of engaging projects where you can get stuck‑in and add value whilst taking advantage of our ongoing development opportunities to build and hone your skills in your chosen area.

Our perks include paid holidays, flexible working hours, a pension plan, and comprehensive health initiatives. Join us to supercharge your career, collaborate with industry experts, and thrive in a nurturing environment that powers both your professional and personal growth. With us, you can grow, innovate, and make a real impact.

At Finastra, we are proud of the wide range of incentives and benefits we offer our employees globally, reflecting our core values: doing well by doing good, putting people first, and open opportunities. We go beyond statutory requirements to maximise our offerings, investing in flexible working policies, personal growth opportunities, and well‑being programmes.

Highlights include our Flexible Vacation Policy, inclusive people policies, hybrid working framework, and comprehensive well‑being support through initiatives like the Employee Assistance Program, the wellbeing Champions and our monthly events and initiatives.

Additionally, we emphasise sustainability through volunteering time off and donation matching, champion inclusion through multiple employee networks and cultural initiatives, and invest heavily in career and skills development.

Recognition of our employees’ efforts is integral, with our global recognition platform and regular employee feedback surveys shaping our inclusive and supportive workplace culture.

At Finastra, we are committed to creating a workplace where you feel valued and respected. We believe this environment drives innovation and we strive to build a team that reflects the varied backgrounds, perspectives, and experiences of our global ecosystem. This philosophy is at the heart of our culture and the way we work.

The company privacy policy can be found here Finastra Privacy Policy