FP&A Director
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Job Description
Director of FP&A at Level Access leading financial planning and analysis. Responsible for performance insight and long-range modeling that supports profitable growth.
Responsibilities:
- Be responsible for the annual operating plan, quarterly forecast cycles, and long-range plan, ensuring alignment with strategic and financial objectives.
- Build and maintain an integrated financial model that connects revenue, margins, operating expenses, headcount, and cash.
- Establish and handle a company-wide performance management cadence (monthly and quarterly reviews) with clear Financial KPIs, targets, and accountability.
- Define and refine the company’s SaaS metrics framework, including ARR, NRR/GRR, CAC, LTV, payback period, and cohort analyses.
- Partner with Rev Ops, GTM and Product leaders to understand drivers of bookings, renewals, expansions, and upsell/cross-sell, and recommend portfolio and segment actions.
- Evaluate growth initiatives in partnership with Rev Ops (new products, geographies, channels, pricing/packaging) using robust unit economics and scenario analysis.
- Serve as a primary finance partner to the CEO, CFO, and ELT, providing structured analyses, decision memos, and recommendations for strategic choices and trade-offs.
- Lead financial evaluation for major initiatives such as M&A, partnerships, large enterprise deals, and significant technology or AI investments.
- Build and socialize frameworks for capital allocation, including investment thresholds, hurdle rates, and prioritization of spend.
- Build and deliver executive and board-level reporting that clearly explains performance, trends, and risks in a narrative, decision-ready format.
- Translate sophisticated analyses into concise, visually compelling materials for internal and external partners.
- Drive a consistent “single source of truth” for financial and operational metrics across teams.
- Develop strong partnerships with leaders across GTM, Product, Engineering, People, and Operations.
- Champion a culture of accountability, transparency, and data-informed decision-making.
- Develop and refine the FP&A calendar, processes, and templates to improve speed, quality, and predictability of planning and reporting cycles.
- Partner with Accounting, RevOps, and IT to improve the finance systems stack (ERP, planning, BI, CRM) and ensure consistent definitions and data integrity.
- Introduce automation and standardization to reduce manual work and enable more time on insights vs. data gathering.
Requirements:
- 8–12 years of progressive experience in FP&A, strategic finance, or related roles, with significant time in B2B SaaS or recurring revenue models.
- Proven experience owning company-level planning and forecasting, not just a single function or region.
- Deep understanding of SaaS metrics and unit economics, and how they tie into long-term value creation.
- Proven track record of partnering with senior executives and influencing decisions through data and insight.
- Sophisticated proficiency in financial modeling and analysis, with comfort handling complex, multi-scenario models.
- Strong verbal and written communication skills, including experience preparing materials for executive and board audiences.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.
- Experience in a high-growth SaaS company in the $75M–$300M ARR range.
- Exposure to M&A evaluation and post-deal integration from a finance perspective.
- Experience working with modern planning and BI tools in addition to traditional spreadsheets.
Benefits:
- competitive benefits package
- bonus opportunities
- generous paid time off
- paid holidays
- range of programs designed to support employee well-being and work-life balance
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