FP&A Director
Employment Information
Report this job
Job expired or something wrong with this job?
Job Description
FP&A Director responsible for financial planning and analysis at Level Access. Partnering closely with executives to align strategy and investments for growth.
Responsibilities:
- Lead the financial planning and analysis function for Level Access
- 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 with clear Financial KPIs, targets, and accountability.
- Define and refine the company’s SaaS metrics framework using robust unit economics and scenario analysis.
- Partner with Rev Ops, GTM and Product leaders to recommend portfolio and segment actions.
- Serve as a primary finance partner to senior executives and leaders, providing analyses, decision memos, and recommendations.
- Lead financial evaluation for major initiatives (such as M&A, partnerships, and large enterprise deals).
- Build executive and board-level reporting that explains performance, trends, and risks in a decision-ready format.
- Develop partnerships with leaders across various teams while championing a culture of accountability and data-informed decision-making.
- Improve the finance systems stack and introduce automation to reduce manual work.
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 (preferred).
- Exposure to M&A evaluation and post-deal integration from a finance perspective (preferred).
- Experience working with modern planning and BI tools in addition to traditional spreadsheets (preferred).
Benefits:
- Competitive benefits package
- Bonus opportunities
- Generous paid time off
- Paid holidays
- Programs designed to support employee well‑being and work‑life balance
Similar Jobs
Senior Financial Analyst, HSG
Sr. Financial Analyst in Healthcare Specialties Group analyzing financial data for strategic decision-making. Focusing on financial reporting, budgeting, and performance analysis with a cross-functional team.
Energy Finance Specialist
Energy Finance Specialist conducting analysis on South Korea's energy market and transition pathways. Engaging with stakeholders to inform policies and investment strategies in the energy sector.
Senior Financials Consultant – Workday Certified
Senior Workday Certified Financials Consultant overseeing Workday Financials modules implementation lifecycle. Supporting clients through project deliverables while enhancing their financial management capabilities.
Financial Analyst
Financial Analyst conducting in-depth financial assessments of renewable energy sector clients. Involving financial modeling, valuation analysis, and advisory services.
Head of Project Finance
Head of Project Finance at Giga Energy overseeing capital strategies for infrastructure projects. Building teams and facilitating funding for power generation and data center assets.
Senior Corporate FP&A Manager
Sr. Corporate FP&A Manager at HighLevel overseeing financial modeling and reporting. Supporting corporate strategies and driving financial insights in a remote-first environment.
Responsable Média Économie/Finance, Présentateur
Join GreenTomatoMedia as the face of a leader in finance media on YouTube. Create an authentic media presence with expert insights on economics and finance.
Consultant – Design and Implementation of Catalytic Finance, Results-Based Financing
Consultant for design and implementation of financing mechanisms at Unitaid. Engaging stakeholders to advance health financing initiatives and contribute to innovative financial solutions.
Senior Analyst, Finance Systems
Senior Analyst managing financial systems and analytics at AI sales technology company. Translating complex data into insights and improving financial visibility across operations.
Senior Director of Finance
Director of Finance managing financial strategy and scalable systems for Hadley Designs. Empowering a purpose-driven team and guiding growth towards $100M and beyond.
Senior Financial Analyst
Senior Financial Analyst supporting growth for Valsoft’s software portfolio. Focused on financial analysis, forecasting, and strategic insights to guide decision-making.
Financial Analyst
Financial Analyst role at Ensemble focusing on forcasting, budgeting, and financial reporting. Collaborating with multiple teams for financial insight in a remote setting.
Vice President of Finance – Personal Caregiving
Vice President of Finance responsible for financial leadership in a healthcare services company. Managing budgeting, reporting, compliance, and operations for growth and sustainability.
Senior Director, Financial Aid
Senior Director of Financial Aid overseeing the Community Solution's financial aid operations and compliance across multiple institutions. Leading initiatives and advising executive leadership on strategic financial aid matters.
Senior Financial Analyst
Senior Financial Analyst providing financial data and reporting for Cleveland Clinic. Involved in budgeting, revenue cycle management, and analysis for strategic support.
Senior Accountant, Investment Operations
Senior Accountant managing investment operations at Backflip. Lead workflows in investment management and implement institutional-grade accounting processes.
Senior Financial Planning Specialist
Senior Financial Planning Specialist at Triad providing financial planning solutions to member firms. Focus on retirement planning and tax implications while collaborating on innovative industry initiatives.
Finance Manager
Finance Manager managing compliance audits and international accounting processes for leading global security company. Responsible for journal entry processing and supporting financial reporting requirements in a remote setting.
FinOps Specialist – Financial Governance
Finance Specialist in FinOps optimizing financial processes and managing contracts at iFood. Collaborating with various teams to improve budgeting and cost visibility.
Finance Manager
Finance Manager building structured financial insights and modernizing reporting systems for a service-based organization. Collaborating with executive leadership to drive data-driven decisions and sustainability.