Director, Financial Planning and Analysis

| New York, NY, USA | Hybrid
Employer Provided Salary: 142,500-195,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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This position is based in our NYC office. 

About us: 
Templafy is the next gen document generation platform that automates all document creation across organizations. Our platform eliminates manual document work allowing companies to drive governance, efficiency and ultimately business results. Templafy supports millions of users and enables over 800 enterprise customers such as KPMG, IKEA, BDO and more. 

Founded in Copenhagen, Denmark, in 2014, Templafy’s success is built by our 60+ employee nationalities found at offices around the world. We believe when people feel they belong, have a voice, and feel heard, they are happier and perform better, and that way, everyone wins. Our innovation, diversity, and unique product have raised over 200 million in funding from Insight Venture Partners, Seed Capital, Dawn Capital, Damgaard Company and Golub Capital. 

Who you are: 
The Director, Financial Planning & Analysis (FP&A) reports directly to the CFO and is responsible for leading the FP&A function to chart the financial course of Templafy’s global business.

As the Director of FP&A, you’ll work closely with C-Level executives to drive financial performance, strategy and execution. You will lead and develop a high performing team through business complexities and spearhead the expansion and enhancement of our planning, forecasting, and modeling processes, bringing innovation and efficiency to all aspects of our financial operations.

What you’ll do: 

  • Partner with leaders across the business to better understand their financial and operating results, solve complex business challenges, identify risks/opportunities and make smart investments
  • Develop meaningful analyses that drive better business outcomes and aid in the continuous improvement of forecast accuracy
  • Own the financial projection models for both the near and long term, driving a high degree of accuracy in the near-term (12-18 months) and working with business partners to identify levers for greater efficiency in the long-term
  • Drive the annual budgeting process and quarterly forecast process.
  • Refine financial reporting processes for internal stakeholders and investors.
  • Lead through change and support adoption of technology for improved processes, automated reporting and better business insights, utilizing automation to allow the team to focus on analysis rather than manual synthesis
  • Support a variety of special projects, including business model and product changes, investment decisions, fund-raising, and prospective merger and acquisition opportunities.
  • Lead, mentor and grow a high-performance team, while fostering an environment of continuous learning and development

What you’ll need to succeed: 

  • 7+ years of experience in FP&A, strategic finance, investment banking, VC, PE or other similar roles; at least 3+ years in a management capacity
  • Experience in a high-growth enterprise software environment; facile with SaaS business models and KPIs, capable of prioritizing and executing on many projects at once
  • Business partnership and collaboration experience at the executive level; ability to effectively communicate to both financial and non-financial audiences
  • Exceptional communication skills with the ability to distill complex financial information into a narrative that enables decision making.
  • Collaborative attitude and the ability to establish solid partnerships and build consensus at all levels of the organization.
  • Willingness to disrupt the status quo to create positive change and improve the impact of FP&A.
  • Exceptional financial modeling skills with an ability to create sustainable and reliable models to enable better understanding and decision making.
  • Critical thinking, problem solving and inquisitiveness coupled with a desire to continuously learn new skills.
  • An ability to make decisions and move forward with limited information - an ability to “operate in the gray”
  • Knowledge of Adaptive Planning, NetSuite and data visualization tools such as PowerBI a plus

Employee Benefits:  

  • Employee equity program 
  • Comprehensive health insurance 
  • Parental leave 
  • Commuter Benefits 
  • Unlimited time off 
  • 401K  
  • Employee Assistance Program 
  • Company discount program 
  • Flexible work environment 

We interact freely across teams and are dedicated to building a strong company culture with an emphasis on career development and plenty of social events.   

Compensation: 

Base Salary: $142,500-$195,000. Exact compensation may vary based on skills, experience, and location. 

Templafy is a workplace of belongingness. To us this means that you have a voice, you dare to speak up, and your voice is heard. We focus on offering an environment that allows all employees to feel that they belong regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or other status.

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Technology we use

  • Sales & Marketing
    • WordpressCMS
    • SalesforceCRM
    • HubSpotLead Gen
    • LeadfeederLead Gen
    • ZoomInfoLead Gen
    • LinkedIn Sales NavigatorLead Gen

Location

Our office is located at One World Trade Center with 360-degree city views and access to major transit lines from all boroughs and New Jersey.

An Insider's view of Templafy

What’s the vibe like in the office?

"Templafy has a positive vibe in the office. Every day we eat lunch together, which gives the feeling of togetherness and allows you to grow closer with your colleagues. It’s also nice to be able to just grab a coffee and go collaborate and share ideas with a colleague in one of the shared office spaces, usually with an awesome view of Manhattan!"

Bridget

Account Manager

What projects are you most excited about?

"As our headcount grows and Templafy scales, I am excited that our IT team will facilitate upcoming network and infrastructure projects at our growing NYC office. Since joining Templafy, I’ve been part of a strategic approach to Templafy’s growth."

Chris

IT Supporter

How has your career grown since starting at the company?

"The warm and collaborative culture at Templafy innately gave me a platform to grow and develop my career. From the CEO to my leader, every colleague has encouraged me to thrive outside of my comfort zone. You’re truly in control of your success here, but the company never falls short of providing you with the support you need to get there."

Josh

Sales Enablement Manager

What makes someone successful on your team?

"Collaboration and problem solving with each other and our Hiring Managers is what I believe drives success for my team. We get creative and brainstorm new ideas, and most importantly, we are encouraged to try out new approaches to finding our newest Templafyers. I love TA because we have the opportunity to work with every team closely!"

Heather

Talent Acquisition Partner

What are Templafy Perks + Benefits

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
Company equity
Performance bonus
Child Care & Parental Leave
Generous parental leave
Vacation + Time Off
Unlimited vacation policy
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free daily meals
Free snacks and drinks
Company-sponsored happy hours
Onsite office parking
Fitness stipend
Professional Development
Job training & conferences
Lunch and learns
Promote from within
Mentorship program

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