FP&A Director
Description
The FP&A Director will serve as a strategic finance partner to a Company Division. This role will drive financial planning: leading the annual, multi-year, and quarterly forecasting processes for a Non- GAAP P&L for $400M of software revenue, gross margin delivery components, and operating expenses. This role will deliver data-driven insights and analysis to support key business decisions. The FP&A Director will lead a team of FP&A professionals and partner with the Corporate FP&A team to meet Company's deliverables and deadlines.
This is an in-office role working onsite at our Plano, TX office location.
This is an in-office role working onsite at our Plano, TX office location.
Responsibilities
Budgeting and Planning
• Lead the annual budgeting and quarterly/monthly forecasting processes, establishing internal deadlines and ensuring that Company deadlines are met.
• Create and monitor multi-year financial forecasts.
• Work with Sales to understand sales projections and forecast revenue in accordance with ASC 606. Manage underlying assumptions, including on-prem to SaaS conversions and account expansion, churn, and contraction.
• Work with business leaders across Services, Support, Development, Sales, and Marketing to establish and monitor their financial budgets and KPIs.
• Collaborate with business leadership and HR to align resource planning assumptions in financial plans and projections.
• Lead the annual budgeting and quarterly/monthly forecasting processes, establishing internal deadlines and ensuring that Company deadlines are met.
• Create and monitor multi-year financial forecasts.
• Work with Sales to understand sales projections and forecast revenue in accordance with ASC 606. Manage underlying assumptions, including on-prem to SaaS conversions and account expansion, churn, and contraction.
• Work with business leaders across Services, Support, Development, Sales, and Marketing to establish and monitor their financial budgets and KPIs.
• Collaborate with business leadership and HR to align resource planning assumptions in financial plans and projections.
Managerial Reporting
• Lead the preparation of financial reporting packages for Division and Executive leadership, including in-depth analysis of financial performance, key trends, and strategic initiatives
• Analyze trends in key performance indicators, including SaaS metrics, volume-based transactions, hardware and services revenue, cost of sales, expenses, capital expenditures, and headcount
• Presentation of financial results at an Executive level
• Support the commission payment process.
• Presentation of financial results at an Executive level
• Support the commission payment process.
Organizational Leadership
• Will be a key member of the Division leadership team with matrix management reporting to the Division President
• Lead and direct a team of FP&A professionals
• Conduct performance management and provide continuous feedback/ongoing development of direct reports
• Partner across the Company to support financial goals
Qualifications
• Public company and SaaS experience
• 10+ years of progressive experience in FP&A roles, with similar FP&A leadership experience
• BS/BA degree in Business, Accounting, or Finance; CPA or MBA preferred
• Experience partnering with business leaders to provide financial guidance
• Strong analytical skills, detail-oriented, while maintaining the ability to think strategically
• Excellent interpersonal skills, including verbal and written communication
• Extensive systems knowledge, including large Enterprise accounting and budgeting systems
• Experience building, leading, and managing high-performing teams
• Ability to travel up to 10%
• 10+ years of progressive experience in FP&A roles, with similar FP&A leadership experience
• BS/BA degree in Business, Accounting, or Finance; CPA or MBA preferred
• Experience partnering with business leaders to provide financial guidance
• Strong analytical skills, detail-oriented, while maintaining the ability to think strategically
• Excellent interpersonal skills, including verbal and written communication
• Extensive systems knowledge, including large Enterprise accounting and budgeting systems
• Experience building, leading, and managing high-performing teams
• Ability to travel up to 10%