Director, FP&A Overview • The Director, FP&A will lead financial planning, forecasting, and analysis to drive strategic decision-making for the client. • Collaborate with executive leadership to build scalable finance infrastructure in a dynamic SaaS/fintech environment. • Develop and maintain financial models, including revenue metrics, operational expenses, and cash flow projections. • Deliver board-ready reporting packages, including KPI dashboards and management commentary. • Lead scenario planning and sensitivity analysis to support strategic initiatives and investments. • Improve FP&A processes and tools, implementing planning software as the company scales. • Manage equity programs and financial risk management, ensuring comprehensive coverage and accurate reporting. • Collaborate with cross-functional teams to align financial strategies with organizational goals. • Contribute to the modernization of financial infrastructure in partnership with banks and fintechs. Director, FP&A Key Responsibilities & Duties • Lead annual budgeting, quarterly forecasting, and long-term financial planning processes. • Develop financial models for revenue, operational expenses, and cash flow management. • Collaborate with department leaders to track budgets, explain variances, and drive accountability. • Prepare and present monthly and quarterly financial reports to executives and stakeholders. • Conduct scenario planning and sensitivity analysis to support strategic decisions. • Enhance FP&A tools and processes, implementing scalable solutions for growth. • Manage equity programs, including grant tracking and dilution modeling. • Oversee financial risk management, including insurance coverage and claims support. • Perform cost-benefit analyses to inform leadership on major initiatives and investments. Director, FP&A Job Requirements • Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred. • 8+ years of progressive finance experience, including FP&A leadership in SaaS or fintech. • Advanced financial modeling skills using Excel or Google Sheets; planning tool experience is a plus. • Experience partnering with C-level executives and presenting to boards or investors. • Strong command of SaaS/subscription financial metrics and unit economics. • Hands-on familiarity with equity management tools like Carta. • Proven ability to manage equity compensation programs for venture-backed companies. • Experience with financial risk management and corporate insurance programs. • Demonstrated expertise in cost-benefit analysis for strategic business decisions.