Director of FP&A
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Job Description
Director of FP&A leading planning, forecasting, reporting, and cash management for FORM’s multi-country SaaS platform. Partnering with executives to drive financial strategy and growth.
Responsibilities:
- Lead annual budgeting, rolling forecasts, long-range planning, and scenario analysis using integrated multi-entity three-statement models
- Own monthly and quarterly reporting packages, KPI dashboards, and presentations for executive leadership, the Board, investors, and lenders
- Partner with the Controller to ensure reporting accuracy and alignment with accounting results
- Analyze budget-to-actual variances, revenue trends, profitability, ARR, retention, churn, CAC, and LTV
- Provide insights on financial trends, risks, and opportunities
- Advise the CFO and executive team on financial and operational decisions
- Evaluate growth opportunities, pricing strategies, investments, resource allocation, and operational improvements
- Support M&A activities, including cross-border transactions, financial due diligence, transaction modeling, and integration planning
- Partner with functional leaders to establish financial targets, evaluate performance, and drive accountability
- Manage cross-border financial considerations, including transfer pricing, local statutory requirements, and workforce cost modeling
- Own the 13-week cash flow forecast, liquidity planning, working capital analysis, and cash management reporting
- Support treasury activities, cash positioning, banking relationships, and debt management
- Manage debt covenant compliance, forecasting, lender reporting, and risk identification
- Lead evaluation, rollout, and optimization of FP&A, ERP, reporting, and BI tools
- Use AI and automation to improve forecasting, reporting, and analysis and reduce manual work
- Improve data integrity, streamline financial processes, and enhance reporting capabilities
- Partner with the CFO, Controller, executive leadership, functional leaders, HR, and cross-functional teams
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, Business, or a related field from an accredited institution
- 5+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, or a related field
- Experience in a SaaS or subscription-based software business
- Proven track record building and maintaining integrated three-statement financial models
- Experience supporting a global, multi-country business
- Hands-on experience with cash flow forecasting, budgeting, financial reporting, and performance analysis
- Experience preparing reporting and presentations for senior leaders and external stakeholders
- Experience with ERP systems and financial planning or reporting tools
- Advanced Excel skills
- Candidates must be authorized to work in the United States without the need for sponsorship
- Successful completion of standard employment verification (I-9) and background checks
- Nice-to-haves: MBA or other advanced degree; experience in a private equity-backed or high-growth SaaS environment; experience implementing financial systems, reporting tools, or AI-powered automation; experience with treasury management, debt covenant compliance, and lender reporting; exposure to M&A, including financial due diligence and integration planning; experience leading and developing FP&A team members, ideally across time zones
Benefits:
- Remote-first work environment
- Generous medical, dental, and vision insurance coverage
- Company-paid life and disability insurance
- 401(k) retirement plan available
- Paid parental leave
- Flexible vacation policy: take the time you need, when you need it
- Company-provided work equipment
- Opportunities for internal growth and career development
- A bonus may be provided as part of the compensation package
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