FP&A Director, Transaction Revenue
Description
The FP&A Director will serve as a strategic finance partner to the Transaction Revenue / Payments group. This role will drive financial planning: leading the annual, multi-year and quarterly forecasting processes for Tyler's 2030 financial objectives related to Payments. As a key player to achieve Tyler’s $1.3B Transactional revenue goal for 2030, this role will deliver data driven insights, establish models to support the 2030 rollup, monitor status of actuals-to-plan on a quarterly/monthly basis, and support leaders in key business decisions. The FP&A Director role will partner with the Corporate FP&A team to meet Company deliverables and deadlines.
This is an in-office role working onsite at our Plano, TX or Yarmouth, ME office locations.
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 Transaction Revenue forecasts; including inputs from, and recommendations to, Tyler divisions related to those forecasts.
- Work with business leaders to understand projections and forecast revenue in accordance with ASC 606. Manage underlying assumptions of merchant activation and go-live pace and its effect on revenue, payment processing costs and margins, and processing volume targets needed to meet growth targets.
- Analyze the revenue streams from various Tyler divisions and product lines – understanding transaction volumes, optimizing payment costs, and determining impact of pricing and business decisions.
- Assist in what-if scenario modeling related to merchant migration, product launches, and other initiatives.
- Work with business leaders in Operations, Development, and Sales to establish and monitor their financial budgets and KPIs.
- Collaborate with HR to align resource planning assumptions in financial plans and projections.
Managerial Reporting
- Lead the preparation of financial reporting package for Transaction Revenue and Executive leadership, including in-depth analysis of financial performance, key trends, and strategic initiatives.
- Analyze trends within the key performance indicators, including payment processing volumes, transaction revenue breakdowns and formulas, cost of sales, processor expenses, software capitalization, and headcount implications.
- Create a consolidated view of Payments sales targets, revenue and expense that aggregates all divisional sales targets and P&L transactional revenue findings.
- Presentation of financial results at an Executive level
- Support the commission payment process.
- Collaborate with Corporate Accounting and Revenue Operations to ensure that billing, revenue recognition, and coordination of revenue projections are handled in accordance with ASC 606.
Organizational Partnering
- Partner across the Company to support 2030 Transaction Revenue financial goals.
- Develop familiarity with payment products, service offerings, and platform and the leaders that support them.
- Collaborate across various business units and across various levels of the organization to influence, guide and steer the company towards desired and expected outcomes.
Qualifications
- 10+ years of progressive experience in FP&A roles with public company experience
- Proven experience in the payments industry, with a focus on fin tech solutions.
- BS/BA degree in Business, Accounting, or Finance; CPA or MBA preferred
- Strong analytical skills, detail-oriented while maintaining the ability to think strategically
- Excellent interpersonal skills, including verbal and written communication, teamwork, and customer service skills
- Extensive systems knowledge including large Enterprise accounting and budgeting systems
- Experience building, leading, and managing high-performing teams
- Ability to travel up to 10-15%
Brief Description
Responsible for leading the 2030 Transaction Revenue budgeting and quarterly/monthly forecasting processes. Create and present Financial Package reporting and KPI reporting. Analyze payment processing volumes, transaction revenue breakdowns, processor expenses to support leaders in key business decisions. Partner across the team and with other divisions to support 2030 Transaction Revenue financial goals.