Head of Financial Planning Analysis

ROMA Hired; San Francisco (CA); Remote; USD 187,000 - 250,000; Full time

Job summary

An established industry player is seeking a Head of Financial Planning & Analysis to drive strategic financial initiatives. This pivotal role involves leading budgeting and forecasting processes while developing insightful dashboards to enhance business performance. You will collaborate closely with the CFO and executive team, ensuring alignment with strategic goals. The ideal candidate will possess extensive experience in FP&A within a SaaS environment and demonstrate exceptional analytical and communication skills. Join this dynamic organization to make a significant impact on its growth trajectory and profitability.

Qualifications

• 8-10+ years of FP&A experience in a high-growth SaaS environment.
• Deep understanding of SaaS metrics and business modeling.
• Proficient in financial planning tools and BI platforms.

Responsibilities

• Lead budgeting, forecasting, and long-range planning cycles.
• Develop SaaS-specific dashboards to monitor performance.
• Collaborate with executive leadership on financial forecasts.

Skills

Financial Planning

Forecasting

SaaS Metrics

Data Analysis

Executive Communication

Education

Bachelor's in Finance

MBA

CPA

Tools

Adaptive Insights

Anaplan

Excel

Tableau

Looker

NetSuite

Job description

Direct message the job poster from ROMA Hired

Operations Executive | Disruptive Change Agent | Transformational Leader

Job Title: Head of Financial Planning & Analysis (FP&A)

Location: Remote – Based in San Francisco, CA

About ROMA Hired:

ROMA Hired is a retained executive search firm dedicated to helping growth-focused companies secure transformational leadership. We serve clients across the Americas and MENA, from founder-led startups to global public enterprises. Our expertise spans technology, industrials, healthcare, and energy—where we deliver results by aligning top-tier executive talent with high-impact business mandates.

At ROMA Hired, we combine market intelligence, candidate storytelling, and precision search execution to help our clients scale with confidence and clarity.

About Our Client:

Our client is a fast-growing, PE-backed SaaS company with a distributed workforce and a loyal enterprise customer base. With strong year-over-year growth and recent institutional investment, the company is entering a new phase of maturity—focused on profitability, scalability, and strategic forecasting. Their mission is to bring transparency, speed, and efficiency to a legacy industry through a user-centric platform and analytics-driven execution.

Position Overview:

The Head of FP&A will report to the CFO and serve as a key strategic leader responsible for driving financial planning, forecasting, and analytics across the organization. This individual will be responsible for building and scaling FP&A processes that enable the company to allocate capital effectively, manage growth, and deliver financial insights that support cross-functional decision-making. This is a highly visible role, interfacing with executive leadership, the Board, and key external stakeholders.

Key Responsibilities:

• Lead the company’s budgeting, forecasting, and long-range planning cycles; ensure accuracy, transparency, and alignment with strategic goals.
• Develop SaaS-specific dashboards and reporting tools (ARR, NRR, CAC/LTV, gross margin, payback period) to monitor business performance.
• Partner with the CEO, CFO, and department leaders to translate strategic goals into financial forecasts and KPIs.
• Drive board reporting, scenario modeling, and investor presentations; own financial analysis around capital deployment and key initiatives.
• Build and mentor a small but high-impact FP&A team with strong business partnership capabilities.
• Collaborate with accounting, revenue operations, and business intelligence to ensure data integrity and unified reporting.
• Analyze trends, risks, and opportunities to inform strategic planning and resource allocation.
• Own and continuously improve financial models, planning systems, and performance measurement frameworks.

Key Qualifications:

• 8–10+ years of progressive FP&A or strategic finance experience, ideally in a high-growth SaaS environment.
• Deep fluency in SaaS metrics, business modeling, and forecasting techniques.
• Track record of building FP&A functions, systems, and teams from the ground up.
• Excellent executive communication and presentation skills; experience supporting board-level materials.
• Proficiency with financial planning tools (e.g., Adaptive Insights, Anaplan, Excel), BI platforms (e.g., Tableau, Looker), and ERP systems (e.g., NetSuite).
• Bachelor’s degree in Finance, Accounting, or Economics required; MBA or CPA is a plus.
• Strategic thinker with a hands-on approach and strong attention to detail.
• Highly analytical, data-driven, and business-focused.
• Capable of influencing and partnering across all levels of the organization.
• Operates with a sense of ownership, urgency, and accountability.

Note: This is a confidential retained search managed by ROMA Hired. Finalist candidates will be required to sign a mutual NDA prior to client introduction.

Diversity Statement:

ROMA Hired is committed to inclusive leadership. We welcome applicants from all backgrounds and lived experiences. ROMA Hired does not discriminate on any legally protected basis and actively partners with companies building diverse and equitable executive teams.

Seniority level

• Seniority level

  Executive

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Finance, and Strategy/Planning

• Industries

  Software Development and IT System Custom Software Development

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