Senior Director Financial Planning Analysis

Aspect Software; United States; On-site; USD 180,000 - 280,000; Full time

Job summary

Aspect Software is seeking a Senior Director of FP&A to lead company-wide planning, forecasting, and financial reporting for a global organization. This role partners with senior leadership on expense and headcount management, board materials, and KPI cadences.

The Director will drive operational rigor, cash discipline, and process improvements to scale the business and support EBITDA targets. 2-analyst team leadership.

Qualifications

• 10+ years of FP&A experience in B2B SaaS.
• 3+ years in people leadership and talent development.
• MBA or CPA is preferred.
• Strong GAAP knowledge and link between close and forecasting.

Responsibilities

• Lead planning, forecasting, and financial reporting for a global org.
• Own the annual operating plan, long-range plan, and rolling forecasts.
• Build driver-based models for revenue, gross margin, opex, headcount, and cash flow.
• Consolidate monthly close and provide executive-level insights.
• Partner with accounting on accruals and GAAP accuracy.
• Drive opex, headcount, and cash discipline with functional leaders.
• Oversee FP&A platform, dashboards, and integrations (Planful, Snowflake).
• Mentor a high-performing team of analysts.

Skills

Analytical thinking

Leadership

Attention to detail

Communication

GAAP knowledge

Education

Bachelor’s in Finance/Accounting

MBA or CPA

Tools

Planful

NetSuite

HubSpot

Maxio

Snowflake

Job description

Aspect is the global leader in workforce management software. Our AI-driven platform empowers enterprises to modernize customer engagement across voice, digital, compliance, outbound engagement, and intelligent automation. From banking and healthcare to insurance, telecommunications, and retail, the world's leading brands rely on Aspect to improve operational efficiency, reduce risk, and create more meaningful customer connections.

Position Overview

Aspect is seeking a Senior Director of FP&A to lead company-wide planning, forecasting, and financial reporting for a global organization. This role partners with senior leadership and sponsors on expense and headcount management, board materials, lender reporting packages, and KPI cadences. The Director will drive operational rigor, cash discipline, and process and systems improvements that scale with the business and support EBITDA and working-capital targets. This role will work across the Sr. Director of FP&A for a peer business unit, with a planned transition to reporting directly to the CFO.

What you’ll do

• Planning and forecasting
• Own the Annual Operating Plan (AOP), long-range plan, and rolling forecasts, including scenario and sensitivity analyses on growth, margin, and cash.
• Build and maintain driver-based models for revenue, gross margin, opex, headcount, balance sheet and cash flow to improve forecast accuracy and decision speed.
• Reporting, close support, and governance
• Lead consolidation of monthly close and forecast reporting packages, including KPI dashboards, variance analyses, bridges, and actionable insights for executives, the board, and private sponsors.
• Partner with Accounting on accruals and adjustments to ensure GAAP accuracy and strong close-to-forecast linkage
• Cost, headcount, and cash discipline
• Partner with functional leaders to optimize opex and headcount, track investments versus returns, and drive productivity and efficiency initiatives.
• Establish operating rhythms for budget tracking, approvals, and variance remediation; own cash forecasting inputs relevant to working capital and liquidity management.
• Systems and tooling
• Own and administer the FP&A consolidation and forecasting platform. Responsibilities include model design and maintenance, metadata and master data governance, user provisioning and access controls, report and dashboard development, and integrations (e.g., Maxio, Hubspot, Snowflake).
• Define and automate operational and performance metrics; drive self-serve reporting and reduce manual reconciliation.
• Team leadership
• Lead, mentor, and develop a high-performing team of 2 analysts; elevate FP&A quality, cycle times, and stakeholder experience through best practices and process design.

What you’ll bring

• Bachelor’s in Finance, Accounting, or related field; MBA or CPA preferred.
• 10+ years of progressive FP&A experience in B2B SaaS, including 3+ years managing and developing talent.
• Strong GAAP knowledge and proficiency connecting the close to forecasting, with proven command of EBITDA, cash flow, working capital, and covenant metrics.
• Advanced Excel skills (complex formulas, pivot tables, data visualization) and comfort with large, multi-source data sets.
• Exceptional attention to detail with the ability to distill complexity into clear, concise insights for executives, boards, lenders, and sponsors.

Specialized knowledge and skills

• Direct, hands-on administration experience with Planful required; able to configure models, manage security and workflows, and build reports without a dedicated admin.
• Experience with ERP and planning tool deployments preferred; familiarity with NetSuite, Hubspot and Maxio a plus.
• Results orientation, strong problem‑solving skills, and comfort operating in a fast‑paced, transformation‑heavy, PE‑backed environment.
• Excellent written and verbal communication; executive and board presentation experience