Financial Planning & Analysis Director

Key Responsibilities

• Planning and forecasting
  • Support and enhance rolling forecasts and scenario planning across base, upside and downside cases.
  • Collaborate on annual and mid‑year planning, helping align GTM capacity, product roadmap and hiring plans with targets.
  • Work with the team to translate company strategy into financial plans, targets, and metrics.
  • Develop scenario analyses and sensitivities for key strategic choices.
• Revenue and GTM analytics
  • Partner with RevOps and the FP&A team to enhance bookings and ARR forecasting, pipeline‑to‑revenue conversion, pricing and discounting guardrails.
  • Expand cohort analysis capabilities for retention and expansion, including NRR, GDR and churn drivers.
  • Support commission plan modelling and performance analytics.
• Performance management
  • Contribute to monthly KPI packs and board materials - ensuring alignment on definition & measurement across functions.
  • Help track Growth Efficiency Index, Burn Multiple, CAC payback and unit economics, and develop supporting narrative for investors.
  • Work with functional leaders to establish variance analysis and corrective action routines.
• Business partnering and leadership
  • Support the CFO and Execs as a thought partner, contributing to narrative for investors and board.
  • Collaborate with and mentor the FP&A function, helping enhance tooling, processes and data quality.
  • Work alongside the team to optimize cross‑functional data flow between CRM, billing, data warehouse and ERP.
• Fundraising and investor support
  • Build and refine fundraising materials: financial model, metrics, and narrative.
  • Support investor outreach with data-backed talking points and analyses.
  • Assist in preparing and running the financial workstream for due diligence, including Q&A.
• Reporting insight and alignment
  • Support on cross functional reporting alignment, sourcing from one version of the truth.
  • Partner with Ops to ensure source data accuracy.
  • Support identification of key KPIs and analysis for dashboards.
  • Contribute to creating live dashboards for real time strategic decision making.
    
    

Skills, Knowledge & Expertise

• Significant experience in FP&A or Strategic Finance, including scale-up environments
• Expert financial modelling and scenario planning skills
• Strong grasp of SaaS metrics and unit economics
• Exceptional communication: can simplify complexity for non-finance stakeholders
• Comfortable operating hands-on while influencing at Exec and Board level