Director, Financial Planning & Analysis (FP&A)
CallTrackingMetrics, Millersville, Maryland, United States, 21108
Position: Director, Financial Planning & Analysis (FP&A)
Location:
Millersville, MD Job Id: 254 # of Openings: 1 CallTrackingMetrics is a cutting edge software within the SaaS/UCaaS space helping drive revenue for 100,000+ clients in over 90 different countries. Our Purpose: To create a better human experience through technology Our Mission: We empower businesses with the tools to transform conversations into an advantage Our Vision: We revolutionize the ways in which people and businesses connect What do we do? We help businesses determine which ad campaigns produce the highest return on investment, ultimately driving more conversions, increasing efficiencies, and automating their operations. We help contact centers support and better connect with their customers by offering a variety of tools such as our mobile app, transcriptions, chat and text messaging features, queue tracking, and a bunch of incredible analytics. We help businesses to work remotely as effectively as they do in-person through our soft-phone and contact center support tools, helping thousands of businesses to employ team members around the world. We enable automation through powerful AI features to enhance workforce productivity, discover business opportunities and improve the human experience of communication by reducing the time spent on boring tasks and allowing more human time to interact. Our headquarters is in Maryland, but we have team members around the country focused on helping our customers. We pride ourselves on our amazing culture, which you can learn about here . Who are we hiring (and what will they do)? We are seeking a strategic and analytical Director of FP&A to lead company-wide financial planning, forecasting, and performance management. This role will serve as a key business partner to executive leadership, driving data-informed decision making across revenue growth, pricing, and long-range planning. The ideal candidate combines deep SaaS financial expertise with an operator mindset; someone who builds scalable models from scratch, partners closely with department heads, and translates complex financial data into clear, actionable insights for leadership. This is a high-impact role at the center of strategic decision-making. As a successful Director of FP&A, you will: Annual budgeting process and quarterly re-forecasting Rolling forecast model and variance analysis Long-range financial planning aligned to strategic objectives Ownership and reporting of core SaaS metrics including ARR, NRR, CAC, LTV, payback period, and cohort retention Development of KPI frameworks that connect operational drivers to financial outcomes Sales capacity modeling, quota planning, and revenue productivity analysis Presentation of financial insights to executive leadership Pricing and packaging analysis to optimize revenue Strategic modeling for new products, markets, and growth initiatives ROI analysis for key investments and cross-functional initiatives Identification of financial risks and opportunities with proactive recommendations Lead, mentor, and grow finance and accounting team Perform other duties as assigned What skills will help you be effective on our team? BS/BA in Finance or related field 8–12 years of progressive experience in FP&A, investment banking, consulting, or strategic finance SaaS experience required (B2B SaaS strongly preferred) Deep understanding of SaaS metrics and subscription economics Proven experience building forecasting and financial models from scratch Ability to serve as a trusted thought partner and advisor across the organization Strong operator mindset that thinks beyond spreadsheets and focuses on business impact Excellent communication skills with the ability to translate financial data into strategic insight Advanced modeling skills (Excel/Sheets required; experience with FP&A tools a plus) Experience on leadership teams, with strong relationship building skills at that level Self-starter who has both long-term strategic vision and is a hands-on builder A high-level of accommodation and flexibility to work in a fast-paced environment of constant change and the ability to perform well under pressure and deadlines Strong attention to detail and organization Experience using Netsuite and Salesforce strongly preferred The ability to work independently, but also be a strong team player across the organization Skilled in communicating financial results and recommendations in a clear, actionable way to both technical and non-financial stakeholders What you get in return: The expected salary range for this role may differ based upon the candidate. Salary presented with a job offer will be based on factors such as calibrated job level, educational background, prior work experience, qualifications, skills, competencies, and proficiency for the role. When we win, you win - we pay quarterly bonuses up to 15% of that quarter’s salary when we reach our revenue goal s We love to give out annual merit increases to team members who are meeting our expectations We offer a hybrid work schedule with Mondays and Fridays as our work from home days. Once an employee reaches 5 years of service, they are eligible for Summer Fridays Generous Paid-Time-Off policy that allows employees to accrue up to 30 days per year , depending upon tenure 2 work from anywhere weeks per year, with additional weeks earned with tenure 8 paid holidays , plus one additional floating holiday employees can use to celebrate their birthday or a federal or religious holiday of their choice, with additional floating holidays earned with tenure 24 hours of VTO (voluntary time off) allows employees to take paid time off to volunteer at their favorite charities or support their causes 401k Plan with per-pay employer matching up to 5% , that you are immediately vested in Medical, dental, vision, and prescription coverage for employees and their families; plus both HSA and FSA pre-tax account options, which can be used to pay for health related expenses. We also offer an employer match for the HSA plan Up to 4 weeks of paid parental leave, depending on tenure Free basic life insurance and AD&D coverage equal to your annual base salary Free short term disability coverage at 100% of salary after being employed for 6 months Free access to a wide range of health and well-being information and services such as telephonic counseling, legal advice, and will preparation Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities/Affirmative Action
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Millersville, MD Job Id: 254 # of Openings: 1 CallTrackingMetrics is a cutting edge software within the SaaS/UCaaS space helping drive revenue for 100,000+ clients in over 90 different countries. Our Purpose: To create a better human experience through technology Our Mission: We empower businesses with the tools to transform conversations into an advantage Our Vision: We revolutionize the ways in which people and businesses connect What do we do? We help businesses determine which ad campaigns produce the highest return on investment, ultimately driving more conversions, increasing efficiencies, and automating their operations. We help contact centers support and better connect with their customers by offering a variety of tools such as our mobile app, transcriptions, chat and text messaging features, queue tracking, and a bunch of incredible analytics. We help businesses to work remotely as effectively as they do in-person through our soft-phone and contact center support tools, helping thousands of businesses to employ team members around the world. We enable automation through powerful AI features to enhance workforce productivity, discover business opportunities and improve the human experience of communication by reducing the time spent on boring tasks and allowing more human time to interact. Our headquarters is in Maryland, but we have team members around the country focused on helping our customers. We pride ourselves on our amazing culture, which you can learn about here . Who are we hiring (and what will they do)? We are seeking a strategic and analytical Director of FP&A to lead company-wide financial planning, forecasting, and performance management. This role will serve as a key business partner to executive leadership, driving data-informed decision making across revenue growth, pricing, and long-range planning. The ideal candidate combines deep SaaS financial expertise with an operator mindset; someone who builds scalable models from scratch, partners closely with department heads, and translates complex financial data into clear, actionable insights for leadership. This is a high-impact role at the center of strategic decision-making. As a successful Director of FP&A, you will: Annual budgeting process and quarterly re-forecasting Rolling forecast model and variance analysis Long-range financial planning aligned to strategic objectives Ownership and reporting of core SaaS metrics including ARR, NRR, CAC, LTV, payback period, and cohort retention Development of KPI frameworks that connect operational drivers to financial outcomes Sales capacity modeling, quota planning, and revenue productivity analysis Presentation of financial insights to executive leadership Pricing and packaging analysis to optimize revenue Strategic modeling for new products, markets, and growth initiatives ROI analysis for key investments and cross-functional initiatives Identification of financial risks and opportunities with proactive recommendations Lead, mentor, and grow finance and accounting team Perform other duties as assigned What skills will help you be effective on our team? BS/BA in Finance or related field 8–12 years of progressive experience in FP&A, investment banking, consulting, or strategic finance SaaS experience required (B2B SaaS strongly preferred) Deep understanding of SaaS metrics and subscription economics Proven experience building forecasting and financial models from scratch Ability to serve as a trusted thought partner and advisor across the organization Strong operator mindset that thinks beyond spreadsheets and focuses on business impact Excellent communication skills with the ability to translate financial data into strategic insight Advanced modeling skills (Excel/Sheets required; experience with FP&A tools a plus) Experience on leadership teams, with strong relationship building skills at that level Self-starter who has both long-term strategic vision and is a hands-on builder A high-level of accommodation and flexibility to work in a fast-paced environment of constant change and the ability to perform well under pressure and deadlines Strong attention to detail and organization Experience using Netsuite and Salesforce strongly preferred The ability to work independently, but also be a strong team player across the organization Skilled in communicating financial results and recommendations in a clear, actionable way to both technical and non-financial stakeholders What you get in return: The expected salary range for this role may differ based upon the candidate. Salary presented with a job offer will be based on factors such as calibrated job level, educational background, prior work experience, qualifications, skills, competencies, and proficiency for the role. When we win, you win - we pay quarterly bonuses up to 15% of that quarter’s salary when we reach our revenue goal s We love to give out annual merit increases to team members who are meeting our expectations We offer a hybrid work schedule with Mondays and Fridays as our work from home days. Once an employee reaches 5 years of service, they are eligible for Summer Fridays Generous Paid-Time-Off policy that allows employees to accrue up to 30 days per year , depending upon tenure 2 work from anywhere weeks per year, with additional weeks earned with tenure 8 paid holidays , plus one additional floating holiday employees can use to celebrate their birthday or a federal or religious holiday of their choice, with additional floating holidays earned with tenure 24 hours of VTO (voluntary time off) allows employees to take paid time off to volunteer at their favorite charities or support their causes 401k Plan with per-pay employer matching up to 5% , that you are immediately vested in Medical, dental, vision, and prescription coverage for employees and their families; plus both HSA and FSA pre-tax account options, which can be used to pay for health related expenses. We also offer an employer match for the HSA plan Up to 4 weeks of paid parental leave, depending on tenure Free basic life insurance and AD&D coverage equal to your annual base salary Free short term disability coverage at 100% of salary after being employed for 6 months Free access to a wide range of health and well-being information and services such as telephonic counseling, legal advice, and will preparation Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities/Affirmative Action
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