Director of Financial Planning – Analysis
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Job Description
Director of FP&A guiding financial planning, reporting, and unit economics for Ottimate’s AI-powered accounts-payable automation platform. Partnering with executives to optimize SaaS and payments growth, margins, and operations.
Responsibilities:
- Lead annual budgeting, rolling forecasts, and long-range planning
- Develop financial models integrating SaaS and payments revenue streams, cash flow forecasts, and scenario analyses
- Provide strategic financial guidance to the C-suite and functional leaders
- Partner with Sales, Marketing, Product, Engineering, and Operations on initiatives, pricing, customer acquisition, and SaaS/payments metrics
- Collaborate on commission plans, quota setting, and sales efficiency analysis
- Model the financial impact of new features, pricing changes, and payment partner agreements
- Analyze SaaS and payments KPIs, including ARR/MRR, gross margin, retention/churn, interchange revenue, and take rate
- Support product monetization strategies and payments/fintech compliance initiatives
- Develop dashboards, reporting tools, and KPI visibility across SaaS and payments businesses
- Analyze ARR, NDR, CAC, Magic Number, GPV, take rate, transaction margin, and processing costs
- Conduct cohort, pricing and packaging, and ROI analyses
- Own monthly and quarterly management reporting, variance analysis, and board decks
- Deliver insights on operational efficiency, revenue growth, and margin improvement
- Build and optimize FP&A tools and automate reporting and planning processes
- Ensure data integrity and consistency
- Collaborate with accounting on close processes and GAAP-to-operating-metrics reconciliation
- Manage, mentor, and grow the FP&A team
- Foster accountability, collaboration, and continuous improvement
Requirements:
- Bachelor's degree required; MBA or CPA preferred
- 8–12 years of progressive FP&A experience, including 3+ years in SaaS and/or Fintech environments
- Deep understanding of SaaS metrics, including ARR, NDR, CAC, LTV, and churn
- Understanding of Fintech/payments dynamics, including interchange, processing costs, and revenue share
- Strong financial modeling skills and fluency in Excel
- Experience with FP&A tools such as Cube, Mosaic, or Anaplan
- Experience with data platforms such as Looker, PowerBI, or Tableau
- Fluency with AI tools such as Claude for data pulls, model builds, data structure and accuracy analysis, SQL query drafting, and analytical workflows
- Excellent communication and presentation skills
- Comfort working with C-level executives
- Ability to lead cross-functional projects, collaborate with stakeholders, and influence without authority
- Preferred experience with B2B SaaS models using tiered or usage-based pricing
- Preferred experience with payments or embedded finance
- Preferred experience supporting venture capital- or PE-backed companies through scaling, fundraising cycles, and M&A
Benefits:
- Annual bonus
- Equity
- Performance incentives
- Collaborative, remote-first culture
- Comprehensive benefits package
- Healthcare
- 401(k)
- Flexible PTO
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