SaaS FP&A Director: Strategic Planning & Growth

Seerist; Reston (VA); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Direct access to executives

Equity participation

Health, dental, vision benefits

Hybrid schedule with 3 days in office

Professional development stipend

Parental leave

Job summary

Seerist is seeking a Director of Financial Planning & Analysis to own the company’s financial planning, forecasting, and reporting at an executive level. You will lead three-statement modeling, budgeting, and scenario analysis, partnering with the CFO and teams across Sales, Engineering, Product, and G&A.

The role emphasizes expert Excel skills, SaaS metrics discipline, and data-driven strategic guidance to influence headcount, pricing, and growth strategy.

Qualifications

• 7+ years FP&A or finance experience, SaaS or subscription-based business.
• Expert-level Excel modeling; three-statement models and scenario analyses.
• Strong SaaS metrics knowledge; ability to explain ARR, retention, unit economics.
• Hands-on NetSuite experience for reporting and data extraction.
• Experience with HubSpot CRM data for pipeline and bookings forecasts.
• Effective communication; capable of presenting to CFO and exec team.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Own the three-statement financial model (P&L, balance sheet, cash flow).
• Lead annual budgeting and monthly forecasting with cross-functional inputs.
• Prepare monthly/quarterly/annual variance analyses and narratives.
• Build rolling cash flow forecasts for liquidity planning and capital allocation.
• Maintain SaaS metrics framework and dashboards for leadership.
• Develop revenue forecasts by segment and product; support RevOps with data.
• Provide board-ready materials and ad hoc financial analysis.

Skills

FP&A

SaaS metrics

Excel modeling

NetSuite

HubSpot data

Board reporting

Financial forecasting

Education

Bachelor’s degree in Finance/Accounting/Economics

MBA or CFA (preferred)

Tools

NetSuite

HubSpot

Planful / Mosaic / Pigment (preferred)

Job description

Seerist is seeking a Director of Financial Planning & Analysis to own the company’s financial planning, forecasting, and reporting at an executive level. You will lead three-statement modeling, budgeting, and scenario analysis, partnering with the CFO and teams across Sales, Engineering, Product, and G&A.

The role emphasizes expert Excel skills, SaaS metrics discipline, and data-driven strategic guidance to influence headcount, pricing, and growth strategy.