VP/Director of Financial Planning & Analysis

Job description

### When you join Exclaimer you will join a global award-winning SaaS provider with an exceptional revenue rate, ambitious growth plans, and an inclusive and outcomes-driven culture. Exclaimer is a high-growth SaaS company with 300+ colleagues across the UK, US, Europe, and Asia-Pacific. We promote a people-first culture built on fairness, inclusion, psychological safety, and continuous learning. As we evolve into a multi-channel platform for branded business communications, we offer employees the opportunity to shape the future of global communication—while growing their careers in a culture where curiosity, creativity, and accountability thrive. ### We’re officially Great Place To Work Certified™ Exclaimer has been recognised by Great Place To Work® for our culture of collaboration, trust, and growth. This certification reflects our commitment to creating an environment where every voice matters and people genuinely enjoy coming to work. See our accreditations to learn more: [Great Place to Work® UK](https://www.greatplacetowork.co.uk/certified-company/1575695) [| Great Place To Work® USA](https://www.greatplacetowork.com/certified-company/104575695) ### About the opportunity 👇 ### **VP/Director, FP&A** Exclaimer is a ~100m ARR software business owned by Insight Partners. With our high velocity / low ACV, our business combines standard SaaS characteristics with a D2C dynamic. We are on path of becoming a rule of 60 company and will work closely with Insight Partners over the next years to facilitate a highly successful exit. Due to the D2C like characteristics of the business, FP&A will play a key role on the path to our exit and become a key supporter of our GTM and general strategic expansion as well as any M&A plans. ### **Reports to:** CFO ### **Role Mission & Strategic Context** We are seeking an analytically elite, commercially astute, and hands-on **Director of FP&A** to build and lead our next-generation financial planning, forecasting, and strategic data intelligence framework. Unlike traditional enterprise software companies with long, predictable, single-stream sales cycles, Exclaimer’s engine is defined by: - **High Sales Velocity:** Hundreds of monthly transactions, automated conversion funnels, and rapid-cycle deals. - **Multi-Motion GTM Complexity:** Running parallel economic engines across **Product-Led Growth (PLG) self-serve**, **Direct sales (AE / BDRs)**, and **Indirect Channel sales** - **Data Richness & Ambiguity:** Ingesting and reconciling **large amount**of unstructured, semi-structured, and high-frequency data – from GTM funnel data to product telemetry and automated billing streams. You will bridge the gap between low-level transactional log data and top-level executive strategy, unlocking deep visibility into unit economics, cohort retention, and capital allocation. ### **Key Responsibilities & Scope** ### ***Multi-Motion GTM Financial Architecture & Capacity Planning*** - **Driver-Based Modeling:** Architect dynamic financial models reflecting the distinct economics, conversion velocities, and churn profiles of each GTM motion: - *PLG / Self-Serve:* Micro-transactions, digital acquisition channels, trial-to-paid velocity, automated credit card billing, and instantaneous cohort churn. - *Direct Outbound:* Inside sales AE/SDR ramp curves, pipeline coverage, ASP dynamics, discounting rules, multi-year contracts, and deal slippage mechanics. - *MSP / Channel Distribution:* Tiered reseller pricing, 2-tier distributor margin structures, partner rebates, and indirect partner-level churn vs. end-tenant churn. - **Capacity & Quota Planning:** Partner with the GTM to define global sales capacity, AE quota deployment, commission structures, SDR-to-AE ratios, and CAC payback thresholds by region and motion. - **Pipeline & Funnel Velocity:** Analyze real-time funnel mechanics, pipeline aging, and stage velocity to deliver high-accuracy in-quarter revenue landing forecasts. ### **Data Wrangling, BI & Unstructured Data Synthesis** - **Navigating Large-Scale Disparate Data:** Direct the extraction, wrangling, and consolidation of messy, unstructured, and semi-structured datasets from disjointed platforms (e.g. Salesforce, Stripe, NetSuite, Databricks data warehouse, and distributor billing CSVs). - **Single Source of Financial Truth:** Collaborate with Data Engineering to automate data pipelines, standardize core SaaS metrics, and establish automated executive dashboards (Tableau) - **Granular Cohort Analytics:** Conduct deep multi-dimensional cohort analyses by GTM motions and other relevant characteristics to isolate early expansion triggers and churn risk factors. ### **Corporate Planning, Long-Range Strategy & Board Advisory** - **Statement Forecasting & Budgeting:** Lead the annual budgeting cycle, monthly rolling re-forecasts, seamlessly tying P&L performance to working capital cash flow and balance sheet dynamics. - **SaaS Unit Economics & Capital Allocation:** Act as the internal champion for Exclaimer’s **Rule of 60, LTV:CAC, Net Revenue Retention (NRR), and Gross Margin mix**. - **M&A:** support in target evaluation and deal structuring and execution - **Board & Investor Relations:** Lead the creation of quarterly Board materials, getting exit ready and monitor progress of value creation ### At Exclaimer, we’re proud to offer a benefits package that reflects our commitment to supporting you professionally, personally, and wherever life takes you. Alongside competitive pay, you’ll have access to generous paid time off, flexible working options including our XFlex programme and a “work from anywhere” allowance - plus enhanced leave for all new parents, regardless of gender, family structure, or path to parenthood. Our wellbeing offering includes comprehensive healthcare coverage, fully funded insurance and income protection, access to 24/7 virtual care, and mental health, legal and financial support through employee assistance programmes. We help you plan for the future with contributory retirement plans and savings support, and back your day-to-day wellbeing with perks like subscriptions to Calm and Blinkist, fitness and lifestyle credits, global travel assistance and a wide range of discounts. Wherever you're based, you'll find that Exclaimer’s benefits are designed to help you thrive: at work and beyond. ### At Exclaimer, inclusion is more than a policy - it’s part of who we are. We’re proud to be an equal opportunity employer and welcome applications from people of all backgrounds, experiences, and identities. We consider all candidates fairly and without discrimination irrespective of ethnicity, race, religion, nationality, age, gender, marital status, disability, neurodivergence, caring responsibilities, sexual orientation, or gender identity. We’re building a culture where everyone feels they belong and can thrive, and we’d love for you to be part of it. If you require any reasonable adjustments or support through the application or hiring process, please email the team in confidence via [Work@Exclaimer.com](mailto:Work@Exclaimer.com) to let us know.