FP&A Director

Success Matcher Recruitment; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

Our Client seeks a seasoned FP&A leader to own the end-to-end FP&A function within a PE-backed, growth-focused fintech/Payments/SaaS organization in New York. You will build the engine that drives financial strategy, improve visibility, and prepare the company for its next growth phase.

The role partners closely with the CFO, delivering one version of the truth through scalable processes, robust forecasting, and executive reporting.

Qualifications

• 8–15+ years of progressive FP&A experience owning the full cadence of a finance department.
• Experience in Fintech, Payments, or SaaS with transaction-driven revenue is highly preferred.
• Exceptional executive storytelling; ability to distill data into strategic takeaways.
• Advanced Excel and financial modeling skills are required.
• Comfortable leading in a lean, PE-backed, fast-paced environment.

Responsibilities

• Own the end-to-end FP&A cycle, including month-end close support, rolling forecasts, annual planning, and executive reporting.
• Build scalable processes and a single version of truth for the board and leadership.
• Act as a right hand to the CFO, translating transaction data into actionable narratives and insights.
• Own revenue forecasting in a transaction-based model (volume, pricing, margin dynamics).
• Identify business drivers, risks, and opportunities to support data-backed decisions.

Skills

FP&A leadership

Executive storytelling

Advanced Excel

Financial modeling

Strategic partnership

Job description

Our client is an agile, PE-backed organization currently navigating a period of explosive growth. Operating within a high-volume transaction-driven model, they require a finance leader who can act as a true extension of the CFO.

This isn't just about managing a budget; it's about building the engine. You will own the FP&A function end-to-end, moving beyond traditional support to drive financial strategy, improve visibility, and prepare the organization for its next level of expansion.

Key Responsibilities

• Own the Function: Lead the end-to-end FP&A cycle, including month-end close support, rolling forecasts, annual planning, and executive reporting.
• Build & Refine: Establish scalable processes and a consistent reporting cadence that provides "one version of the truth" for the board and leadership.
• Strategic Partnership: Act as a right hand to the CFO, translating complex transaction data into actionable narratives and performance insights.
• Revenue & Cost Mastery: Own both sides of the P&L, specifically focusing on revenue forecasting within a transaction-based model (volume, pricing, and margin dynamics).
• Insight Generation: Identify business drivers, risks, and opportunities to support data-backed decision-making.

The Ideal Profile

• Experience: 8-15+ years of progressive FP&A experience, with a clear track record of owning the full cadence of a finance department.
• Industry Knowledge: Prior experience in Fintech, Payments, or SaaS is highly preferred, specifically within transaction-driven revenue models.
• Communication: Exceptional executive storytelling skills; you can distill complex data into clear, high-level strategic takeaways.
• Technical Rigor: Advanced Excel and financial modeling skills are a baseline requirement.
• Mindset: Comfortable operating as a lead or sole resource in a lean, fast-paced PE environment where "getting your hands dirty" is part of the success.

What Success Looks Like

In the first year, you will have established a reliable, scalable FP&A cadence that reduces the CFO's involvement in day-to-day execution and significantly elevates the quality of financial decision-making for the entire organization.