Jobs

Sr. Director of FP&A

Location: Remote / Florida

Reports to the Chief Financial Officer

About the Role

We are seeking a highly motivated and experienced Sr. Director of FP&A to join our Finance team. This role is pivotal in driving the financial rigor, scalability, and strategic initiatives of the company. The ideal candidate is a hands-on finance leader who thrives in a fast-paced environment and is excited to build and improve processes across FP&A, Deal Desk, and accounting partnerships, while also engaging directly on high-impact strategic initiatives.

Key Responsibilities

FP&A Leadership and Execution

• Own all aspects of financial modeling, forecasting, and long-range planning for the company
• Lead the annual budgeting process and provide detailed tracking against budgets, forecasts, and key performance indicators (KPIs)
• Develop and maintain departmental reporting, dashboards, and insights to support executive and departmental decision-making
• Partner closely with business leaders to provide actionable insights and financial guidance

Deal Desk & Sales Finance

• Build and establish the foundational processes for a scalable Deal Desk function
• Collaborate with SLT, Sales, CS and Operations, and Finance teams to review and approve commercial contracts, ensuring alignment with pricing, discounting, and business policies
• Develop approval workflows, deal review frameworks, and compliance checks to enable efficient, risk-mitigated deal execution
• Drive ongoing improvements to streamline deal review processes and optimize sales velocity

Accounting Partnership & Process Improvement

• Work closely with the Accounting team to ensure a smooth and efficient month-end close process
• Align FP&A processes with actuals, reconciliations, and financial reporting to ensure accuracy and consistency
• Identify and implement process improvements across FP&A and Accounting to enhance reporting timelines and data quality

Strategic Initiatives

• Support the CFO on strategic projects, including M&A evaluations, investor and board reporting, and capital structure analysis
• Develop and maintain investor and equity models, as well as scenario analyses to support corporate decision-making
• Provide analytical support for new business opportunities, product initiatives, and other cross-functional projects

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA is a plus
• 7–10+ years of experience in FP&A, finance, or related functions, ideally with experience in a high-growth or SaaS/tech environment
• Prior experience building or working with a Deal Desk function strongly preferred
• Strong understanding of GAAP accounting and the interplay between FP&A and Accounting functions
• Advanced Excel and financial modeling skills
• Excellent communication skills with the ability to partner cross-functionally and influence at all levels
• Highly analytical and detail-oriented, with a passion for building scalable processes and delivering actionable insights
• Comfortable working in a fast-paced, evolving environment and balancing multiple priorities