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 $1.3 transactional revenue goal for 2030, this role will deliver data-driven insights, establish models to support the 2030 rollup, monitor the status of actuals-to-plan on a quarterly/monthly basis, and support leaders in key business decisions.
The FP&A Director will partner with the SVP of Payment Strategy and Operations who is responsible for overseeing Tyler’s enterprise-wide payment strategy, including managing Tyler’s payment solutions platform suite, which integrates with Tyler software and external merchant processors.
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 the underlying assumptions of merchant activation and go-live pace and its effect on revenue, payment processing costs, margins, and processing volume targets needed to meet growth targets.
- Analyze the Payment revenue streams from various Tyler divisions and product lines – understanding transaction volumes, optimizing payment costs, aligning payment platform strategies, and determining the 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 a 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 payment sales targets, revenue, and expenses 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 the 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 fintech 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%