Sr. Director, FP&A

ALVARIA; Denver (CO); On-site; USD 180,000 - 240,000; Full time

Job summary

Alvaria is seeking a Director of FP&A to lead company-wide planning, forecasting, and financial reporting. This role partners with senior leadership to drive EBITDA expansion, cash discipline, and working capital efficiency.

You will own the AOP, long-range plan, and rolling forecasts, building driver-based models and providing actionable insights to executives and board sponsors. You will govern monthly close, manage a high-performing team of analysts, and administer Planful end-to-end,

Qualifications

• 10+ years of progressive FP&A experience in B2B SaaS.
• 3+ years managing and developing talent.
• Strong GAAP knowledge and proficiency with EBITDA, cash flow, working capital metrics.
• Advanced Excel skills and data visualization.

Responsibilities

• Own the Annual Operating Plan (AOP), long-range plan, and rolling forecasts with scenario analyses.
• Build and maintain driver-based models for revenue, gross margin, opex, headcount, and cash flow.
• Lead consolidation of monthly close and forecast reporting packages with KPI dashboards and insights for executives, board, and sponsors.
• Partner with Accounting on accruals and adjustments to ensure GAAP accuracy and close-to-forecast linkage.
• Partner with functional leaders to optimize opex and headcount, track investments versus returns, and drive productivity initiatives.
• Establish operating rhythms for budget tracking, approvals, and variance remediation; own cash forecasting inputs for working capital and liquidity.
• Own and administer the Planful platform end to end: model design, governance, user provisioning, reports, and integrations.
• Define and automate operational and performance metrics; drive self-serve reporting and reduce manual reconciliation.
• Lead, mentor, and develop a high-performing FP&A team.

Skills

FP&A leadership

Forecasting & budgeting

GAAP knowledge

Executive communication

Data analysis

Excel advanced

Education

Bachelor's in Finance/Accounting

MBA or CPA preferred

Tools

Planful

NetSuite

Power BI

Salesforce

Data warehouse

Job description

Summary

Alvaria is seeking a Director of FP&A to lead company-wide planning, forecasting, and financial reporting. 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. Reports to the VP of Finance.

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, 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 PE 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 Planful platform end to end. Responsibilities include model design and maintenance, metadata and master data governance, user provisioning and access controls, report and dashboard development, and integrations (e.g., NetSuite, Salesforce, data warehouse).
  • 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 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 and Power BI 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