Principal FP&A: Enterprise Strategy & Capital

PlanSource; United States; Remote; USD 130,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health coverage

Employer-funded Health Savings Account

401(k) with company match

Generous paid parental leave

Flexible PTO

Mental health & wellbeing support

Job summary

PlanSource is seeking an experienced FP&A Principal to provide high-level financial guidance and strategic decision support. This role requires deep expertise in financial modeling and a strong understanding of SaaS business models.

The Principal FP&A will influence company strategy and capital allocation while partnering with executive leadership. Ideal candidates will have over 12 years of experience in financial planning and a capability to drive long-term value creation.

Join PlanSource to impact financial strategies in a culture built on connection and shared success.

Qualifications

• 12+ years of progressive experience in FP&A or strategic finance.
• Extensive experience supporting SaaS or high-growth business models.
• Demonstrated history of influencing enterprise-level strategy.

Responsibilities

• Lead enterprise-level financial analysis for strategic decisions.
• Act as a trusted advisor to executive leaders on financial matters.
• Shape capital allocation philosophy and long-range planning.

Skills

Strategic and financial judgment

Enterprise financial modeling

Executive-level communication

Leadership presence

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Job description

PlanSource is seeking an experienced FP&A Principal to provide high-level financial guidance and strategic decision support. This role requires deep expertise in financial modeling and a strong understanding of SaaS business models.

The Principal FP&A will influence company strategy and capital allocation while partnering with executive leadership. Ideal candidates will have over 12 years of experience in financial planning and a capability to drive long-term value creation.

Join PlanSource to impact financial strategies in a culture built on connection and shared success.