Job Mission:

The mission of the Finance team is to provide visibility into financial performance and forecasts in order to help the executive team make good decisions based on data.  Your mission as the Director, FP&A is to tell the story of the future of the company.  The Director, FP&A is fundamental to business success as it allows management to effectively manage cash flow, make the best use of capital, and plan financially to ensure the organization's strategic goals can be met.   You are responsible for providing the team with the financial analysis, information, and support they need to make and implement major operational, financial, and strategic decisions. Your responsibilities will include, but will not be limited to, assisting with financial planning and budgeting processes, analyzing financial statements and reports, developing financial models, preparing projections, and performing research and analysis as may be required by leadership.

The outcomes we’re looking for:

1. Establish and manage a company-wide operating rhythm for developing and maintaining a 3-5 year growth plan, an annual operational level budgeting process, and ongoing forecasting throughout the year.  

• Work with finance leadership to develop an annual company planning cycle for generating a 3-5 year plan mapping out growth, capital expenditures, investments, etc.  considering opportunities for the company to grow or expand organically or inorganically.
• Support modeling and information requests necessary for departmental annual budgeting process
• Maintain a rolling 12-month projection of financials
• Use financial model to perform quantitative analysis of operational and financial data and to identify opportunities for performance improvement across the organization

• Produce consistent and accurate reporting monthly or as requested for internal stakeholders, board, and/or investors, which includes key metrics, financial results, variance reporting and insights to gauge the company’s health 
• Maintain and understand key performance indicators for the company and evaluate alignment across teams
• Identify areas to improve reporting processes as the company evolves and work with stakeholders to update these processes in a timely manner

• Create monthly variance analyses of team budgets for managers, compare budgeted vs actual results and identify areas of improvement
• Work with marketing team on key metrics (CAC, LTV, etc.) to help inform spend decisions
• Support growth team with meaningful analysis of forward looking indicators and past performance as well as expenditures
• Develop KPIs for operations on spend and project level performance 
• Support leadership with competitive analysis, market trends, and commentary for senior management
• Run scenario planning with executive team and managers to help team understand impact of financial decisions
• Examine and evaluate departmental costs periodically and make recommendations to leadership

Role Specific Competencies Required: 

• Analytical: Able to structure and process qualitative and quantitative data and draw insightful conclusions from it. Exhibits a probing mind and achieves penetrating insights.
• Attention to detail: Does not let important details slip through the cracks or derail a project.
• Flexibility/adaptability: Adjusts quickly to changing priorities and conditions. Copes effectively with complexity and change.
• High standards: Expects personal performance and team performance to be nothing short of the best and follows through on internal and external commitments.
• Curiosity: Knows to never take things at face value, has a natural curiosity and desire to discover what is behind the numbers and ensures that multiple dimensions and perspectives reflected in the business are brought together in a quantitative and objective manner.

Organizational Competencies:

• Works hard and smart: Delivers value consistently by being inquisitive, having a high degree of accountability and working with intent
• Driven: Fueled by passion and commitment, showing tenacity to overcome obstacles.
• Outcomes oriented: Dedicated to results. Track record of improving performance
• Effective communication: Speaks and writes clearly and directly with the appropriate level of detail to communicate an idea. Happy to embrace the ideas of others if they improve on your own. Understands that clarity is measured at the recipient's ear, not the speaker’s mouth. Able to understand the underlying question being asked and in the absence of that clear understanding can pursue and efficient line of inquiry to achieve that clarity.
• Teamwork: Work across team lines to value others’ contributions and support each other and drive everyone forward. #OneTeam

Other Attributes:

• Bachelor's degree in Finance or related field
• 5-7+ years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields.
• Extensive knowledge of SaaS business models
• Strong communication skills with a creative mindset
• Ability to analyze the details and still see the big picture
• Strong working knowledge of Excel, GSuite, and financial modeling

#oneteam