Director, Financial Planning & Analysis

Director, Financial Planning & Analysis (FP&A)

Global SaaS Organization

We’re partnering with a SAAS company on a high-impact Director of FP&A opportunity for a commercially minded finance leader who wants to play a key role in shaping the company’s financial strategy and continued growth.

Why This Opportunity?

This is much more than a traditional FP&A leadership role. You’ll serve as a strategic partner to the executive team, lead a global FP&A function, and help build a best-in-class finance organization within a growing SaaS business.

You’ll report directly to the VP of Finance and work closely with the CFO, executive leadership, and cross-functional business leaders.

What You’ll Own

• Lead the company’s annual operating plan, long-range strategic planning, and monthly forecasting
• Own financial performance analysis and translate results into meaningful business insights
• Prepare monthly, quarterly, and annual financial reporting for the executive team and Board of Directors
• Develop and monitor KPIs and financial/operational metrics
• Partner with Commercial, G&A, R&D, and other business leaders to drive informed decision-making
• Support M&A activities, valuation modeling, due diligence, and financial scenario planning
• Drive continuous improvement across FP&A systems, processes, reporting, and analytics
• Lead and develop a 3-person Boston-based FP&A team consisting of an Analyst and two Senior Analysts
• Help establish a strong FP&A “brand” across the organization and elevate Finance as a strategic business partner
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 8+ years of progressive FP&A experience , including at least 4 years in a leadership/management capacity
• Proven experience leading annual budgeting and multi-year planning cycles
• Advanced financial modeling and data analysis skills, including Excel and Adaptive
• Strong understanding of GAAP/IFRS and financial reporting
• Experience with financial change management, M&A integration, reorganizations, or similar initiatives
• Exceptional analytical, problem-solving, communication, and presentation skills
• Ability to influence and partner effectively with senior leadership and cross-functional teams
• Global/multi-currency financial reporting experience
• NetSuite, Workday Adaptive, and Business Intelligence platforms
• Experience transitioning or integrating financial systems into a broader enterprise architecture

The Impact

This is an opportunity to build, influence, and transform the FP&A function—not simply manage it. You’ll have significant autonomy and executive visibility while helping create the systems, processes, insights, and financial discipline that support the company’s next stage of growth.