Director, Financial Planning & Analysis (FP&A)
Мэтч & Сопровод
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Описание вакансии
TL;DR
Director, Financial Planning & Analysis (FP&A) (SaaS and professional IT services): Leading planning, forecasting, reporting, and financial analytics that support executive decision-making, profitability, and long-term growth with an accent on KPI frameworks, recurring-revenue metrics, and operational performance. Focus on building scalable FP&A processes, improving forecast accuracy, integrating AI and analytics platforms, and partnering with leaders across Sales, Delivery, Product, Technology, and Operations.
Location: Tampa, Florida, United States. North American new hires must complete a three-day in-person onboarding at the Tampa office; flexible working hours and remote work options may be available where applicable.
Company
is an ERP consulting, cloud services, and managed services provider helping businesses implement, integrate, and modernize enterprise systems.
What you will do
- Partner with the CFO and executive leadership to shape long-term financial strategy, business cases, investments, acquisitions, and growth initiatives.
- Lead annual budgeting, recurring forecasting, long-range planning, variance analysis, and executive business reviews.
- Own forecasting and performance management for revenue, bookings, renewals, backlog, gross profit, EBITDA, cash flow, and operational metrics.
- Build KPI frameworks, dashboards, reporting architecture, and a single source of truth for financial and operational performance.
- Advise Sales, Customer Success, Delivery, Product, Technology, and Operations on pricing, resource allocation, utilization, capacity, profitability, and working capital.
- Lead automation, AI, systems integration, and FP&A platform improvements while building and developing a high-performing team.
Requirements
- 10+ years of progressive FP&A experience, including at least 5 years in a leadership role.
- Experience in SaaS, technology, professional services, or managed services, with strong knowledge of recurring-revenue and professional-services metrics.
- Proven ability to influence executive decisions and support board, lender, or investor reporting.
- Experience with strategic investments, acquisitions, business cases, revenue recognition, and financial reporting.
- Experience with ERP and FP&A platforms such as Microsoft Dynamics F&O, Adaptive Planning, Anaplan, Power BI, or similar tools.
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CMA is preferred.
Nice to have
- Experience implementing AI-enabled reporting, planning, and analytics solutions.
- Experience working in a private-equity-backed organization.
- MBA, CPA, or CMA certification.
Culture & Benefits
- Collaborative environment focused on innovation, integrity, accountability, and measurable results.
- Health insurance, wellness programs, and mental health resources.
- Flexible working hours and remote work options where applicable.
- Training programs, workshops, and reimbursement for certifications and courses.
- Unlimited paid time off covering vacation, sick leave, holidays, and personal days.
- Recognition programs and support for diversity and inclusion.
Hiring process
- Introductory call followed by a Predictive Index assessment.
- Technical and cultural interviews focused on expertise, problem-solving, and values alignment.
- Team debrief and offer stage.
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