Director of Financial Planning and Analysis

Title: Director, Financial Planning & Analysis (FP&A)

Location: Boston, MA (Hybrid, 3 days in office)

Company: 100-200m+Publicly Held SaaS Organization. Growing organically and through acquisition. Company is doing very well.

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.

Key Accountabilities

This role will serve as a senior finance leader with ownership of the company’s financial performance, planning, forecasting, and reporting within a global SaaS organization. The ideal candidate will be commercially minded and highly analytical, with the ability to understand underlying business drivers, identify trends and opportunities, and translate financial results into actionable insights for leadership. You will partner with senior stakeholders across the business, challenge assumptions, and help strengthen financial visibility and decision-making while continuing to develop the company’s FP&A capabilities, systems, processes, data, and tools as the organization scales.

Responsibilities

• 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

What We’re Looking For

• 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

Preferred Experience

• Global/multi-currency financial reporting experience
• NetSuite, Workday Adaptive, and Business Intelligence platforms
• Experience transitioning or integrating financial systems into a broader enterprise architecture