Director, Financial Planning & Analysis (FP&A)

Job description

**Location:** Tampa, FL **Reports To:** Chief Financial Officer **Position Summary** We are seeking a strategic, data-driven, and operationally minded FP&A leader to elevate our financial planning and analysis function and serve as a trusted advisor to executive leadership. This role is pivotal in driving business outcomes through financial insight, performance management, process optimization, and systems enhancement. The Director of FP&A will lead the company's planning, forecasting, reporting, and analytical capabilities while partnering across the organization to improve decision-making, profitability, operational efficiency, and long-term value creation. The ideal candidate brings deep experience in SaaS and professional IT services environments, a proven ability to lead transformation initiatives, influence executive decision-making, and build high-performing teams. **Key Responsibilities** **Strategic Leadership** - Partner with the CFO and executive leadership team to define and execute the company's long-term financial strategy and vision. - Translate corporate strategy into actionable financial plans, key performance indicators (KPIs), and measurable business outcomes. - Develop financial models and business cases to support strategic initiatives, investments, acquisitions, and growth opportunities. - Establish FP&A as a trusted business partner and thought leader across the organization. - Support board, lender, and executive reporting by developing insights that highlight performance, risks, opportunities, and strategic recommendations. - Lead financial analysis supporting product investments, R&D initiatives, pricing strategies, and market expansion opportunities. - Monitor industry trends, competitive benchmarks, and emerging business risks to inform strategic decision-making. **Financial Planning & Performance Management** - Lead the annual budgeting process, monthly/quarterly forecasting cycles, and long-range strategic planning activities. - Own forecasting methodologies for revenue, bookings, renewals, backlog, gross profit, EBITDA, cash flow, and key operational metrics. - Partner with business leaders to improve forecast accuracy, scenario planning, risk assessment, and financial accountability. - Develop and maintain enterprise-wide KPI frameworks and dashboards that drive performance visibility across the organization. - Conduct variance analysis and performance reviews, identifying trends, risks, and corrective actions. - Lead monthly and quarterly business reviews with executive leadership teams. **Business Partnership & Operational Excellence** - Serve as the primary finance business partner to functional leaders across Sales, Delivery, Customer Success, Product, Technology, and Corporate Operations. - Challenge assumptions, provide strategic recommendations, and influence decisions related to investments, resource allocation, pricing, and operational priorities. - Partner with Sales and Customer Success leadership to evaluate pipeline health, conversion trends, renewals, churn, customer profitability, and revenue growth opportunities. - Collaborate with Delivery leaders to improve project profitability, utilization, capacity planning, workforce management, and resource allocation. - Partner with Finance Operations and Accounting teams to improve cash flow forecasting, working capital management, DSO performance, and liquidity planning. - Identify opportunities to improve margins, operational efficiency, and overall business performance. **Data, Systems & Transformation** - Lead the implementation, optimization, and enhancement of financial planning, reporting, and analytics platforms. - Develop scalable financial reporting and analytics capabilities that provide timely, actionable insights to business leaders. - Champion automation, AI, and system integration initiatives that improve efficiency, reduce manual effort, and enhance data quality. - Lead the development of a scalable financial data and reporting architecture that creates a single source of truth for financial and operational performance. - Ensure strong governance, consistency, and integrity of financial and operational data across reporting systems. **Team Leadership & Development** - Build, mentor, and develop a high-performing FP&A organization with a culture of accountability, continuous improvement, curiosity, and business partnership. - Establish clear goals, development plans, and performance expectations for team members. - Redesign planning and reporting processes to improve the speed, accuracy, and relevance of financial outputs. - Promote a culture of proactive problem-solving, cross-functional collaboration, and data-driven decision-making. **Qualifications** - 10+ years of progressive FP&A experience, with at least 5 years in a leadership role. - Demonstrated experience leading FP&A within a SaaS, technology, professional services, or managed services environment preferred. - Deep understanding of SaaS and recurring revenue metrics, including ARR, MRR, churn, retention, CAC, LTV, bookings, and renewals preferred.