Sr. Director, Financial Planning & Analysis (FP&A)
webfx.com, Ann Arbor, MI, United States
About WebFX
WebFX is a $100M+ revenue, PE‑backed digital marketing and revenue intelligence company headquartered in Harrisburg, PA, with offices across York and Lancaster, PA; Detroit/Ann Arbor, MI; St. Pete/Tampa, and Ft. Myers, FL; Cape Town, South Africa; and Guatemala City, Guatemala. We are growing double‑digits year over year, carry 97% recurring revenue, and operate a four‑layer business model combining services, software, data, and AI.
What We're Looking For You will be the financial engine that powers WebFX through one of the most consequential periods in its history. This is not a maintenance role. You are building financial infrastructure from near‑scratch in several critical areas, mentoring a FP&A team member, and owning the deliverables that will define how sophisticated buyers and sponsors evaluate this business in 2027 and beyond.
You will work directly alongside a CFO with deep PE‑transaction experience who is invested in your development. The ceiling for this role is defined by your performance, not by an org chart.
What You’ll Own Financial Infrastructure and Planning
Build and own the rolling 6‑quarter financial forecast — this is your most immediate and critical deliverable
Develop and maintain the annual budget model, monthly reforecast, and variance analysis framework
Own the EBITDA add‑back tracker and proactively identify every permitted adjustment each month without being asked
Build and maintain ARR bridge, MRR roll‑forward, NRR cohort analysis, and CAC and LTV models that tell the business story clearly
Design and implement a monthly close narrative that translates financial results into board‑ready communication within 72 hours of close
Board and PE Sponsor Communication
Own the monthly financial package for our PE sponsor, including narrative, variance explanations, and forward outlook
Build and maintain the management presentation financial materials and the data room infrastructure for the 2027 sponsor transition
Develop department‑level financial reporting that gives operational leaders clear visibility into their P&L without requiring finance translation
Prepare the Rule of 40, lender‑adjusted EBITDA, and ARR‑based metrics that sophisticated buyers and lenders will scrutinize
Operational Velocity and Cross‑Functional Partnership
Partner with the SVP of Commercial, RevOps, and department heads to build financial models that inform real operating decisions
Own the AI SEO revenue and cost forecast model, including token cost unit economics and margin trajectory by service line
Build and maintain the headcount and productivity model that tracks revenue per head, cost per head, and gross margin per head across all departments
Lead the financial analysis behind strategic initiatives including new product launches, pricing changes, and M&A evaluation
Team Development
Directly mentor the FP&A Specialist, building their technical modeling capability, financial communication skills, and business acumen
Partner with the Controller on close process improvements, system automation, and financial controls strengthening
Build the templates, processes, and documentation that make the finance function less person‑dependent over time
Who You Are Non‑Negotiable Experience
8 to 12 years of FP&A experience with at least 4 years at a PE‑backed company
You have built a rolling multi‑quarter forecast from scratch, not just maintained someone else’s model
Deep fluency in SaaS and recurring revenue metrics: ARR, MRR, NRR, churn cohort analysis, CAC, LTV, and Rule of 40
You have prepared or contributed materially to a PE board package, management presentation, or data room
Experience with a hybrid revenue model combining recurring services and software is strongly preferred
Familiarity with NetSuite, Salesforce, and Looker is a strong advantage
How You Think and Work
You translate numbers into narratives, explaining what drives outcomes in concise paragraphs
You are proactive, not reactive—identifying add‑backs and documenting them before being asked
You are energized by building, not maintaining, infrastructure that the company will use for the next decade
You are a genuine mentor, taking the development of the FP&A Specialist seriously
You communicate up and across with equal effectiveness, owning board meetings and walking department heads through their P&L
What Would Make You an Exceptional Candidate
You have been through a PE sponsor transition or M&A process in a meaningful finance role
You have managed or mentored at least one FP&A analyst or associate
You have experience in digital marketing, marketing technology, or SaaS companies serving SMB markets
You have built a data room or contributed to one with direct exposure to buyer diligence questions
What Makes This Role Different
You will have real equity participation in a transaction that is actively being built toward, not a hypothetical future event
You will work directly with a CFO who has navigated multiple PE transactions and is genuinely committed to your development
You will build infrastructure that matters, on a specific timeline, at a company that is genuinely winning
Your ceiling is defined entirely by your performance; WebFX promotes from within when performance is there to support it
What To Expect Reports to:
CFO
Location:
Candidates local to the greater Detroit/Ann Arbor area are encouraged to work hybrid out of our Ann Arbor office, although we are also open to primarily remote arrangements. One week per month on‑site with the leadership team in Harrisburg, PA is required. WebFX covers all travel and lodging for required on‑site weeks.
Compensation:
Negotiable + Bonus Potential
Why Choose WebFX?
We’ve been named the #1 Best Place To Work in our home state of Pennsylvania 10 times
We have offices in Guatemala, South Africa, St. Petersburg FL, Ft. Myers FL, Harrisburg, Lancaster, and York, PA and we’re continuing to grow
Flexible Schedule (start your day between 8 and 10 am - when you do your best work!)
All technology & equipment provided (every FXer receives a tech set‑up valued at ~$1500)
Profit Sharing
150% Company Match Of Personal Charity Donations
Our #FXBuilds program is set to positively impact 10,000 people around the world by 2024 – and every individual FXer’s work directly contributes
Supplemental Insurance
100% Company Match 401K (up to 4%)
Generous Paid Time Off
Employee Wellness Program, including a free FitBit and fitness challenges
Learning resources such as the FXLearns Library with hundreds of personal and professional growth books and an incentive program to boot
Humanitarian Trips
Health/Vision/Dental Coverage, including FSA and HSA options with contribution matching
New Parent Support
Merit‑based promotions – we promote from within so you will move up and grow here
The opportunity to be part of a passionate, driven team where we pride ourselves on delivering high‑quality work that makes a real‑world impact for our clients
WebFX is an Equal Opportunity Employer, committed to providing and fostering an inclusive environment where all people, including women, minorities, LGBTQ+ and other underrepresented groups are supported, respected, and encouraged to excel within STEM careers. Our goal as an organization is to empower our team to achieve their personal best, bring people together, and provide equal opportunity to do so regardless of race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation.
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What We're Looking For You will be the financial engine that powers WebFX through one of the most consequential periods in its history. This is not a maintenance role. You are building financial infrastructure from near‑scratch in several critical areas, mentoring a FP&A team member, and owning the deliverables that will define how sophisticated buyers and sponsors evaluate this business in 2027 and beyond.
You will work directly alongside a CFO with deep PE‑transaction experience who is invested in your development. The ceiling for this role is defined by your performance, not by an org chart.
What You’ll Own Financial Infrastructure and Planning
Build and own the rolling 6‑quarter financial forecast — this is your most immediate and critical deliverable
Develop and maintain the annual budget model, monthly reforecast, and variance analysis framework
Own the EBITDA add‑back tracker and proactively identify every permitted adjustment each month without being asked
Build and maintain ARR bridge, MRR roll‑forward, NRR cohort analysis, and CAC and LTV models that tell the business story clearly
Design and implement a monthly close narrative that translates financial results into board‑ready communication within 72 hours of close
Board and PE Sponsor Communication
Own the monthly financial package for our PE sponsor, including narrative, variance explanations, and forward outlook
Build and maintain the management presentation financial materials and the data room infrastructure for the 2027 sponsor transition
Develop department‑level financial reporting that gives operational leaders clear visibility into their P&L without requiring finance translation
Prepare the Rule of 40, lender‑adjusted EBITDA, and ARR‑based metrics that sophisticated buyers and lenders will scrutinize
Operational Velocity and Cross‑Functional Partnership
Partner with the SVP of Commercial, RevOps, and department heads to build financial models that inform real operating decisions
Own the AI SEO revenue and cost forecast model, including token cost unit economics and margin trajectory by service line
Build and maintain the headcount and productivity model that tracks revenue per head, cost per head, and gross margin per head across all departments
Lead the financial analysis behind strategic initiatives including new product launches, pricing changes, and M&A evaluation
Team Development
Directly mentor the FP&A Specialist, building their technical modeling capability, financial communication skills, and business acumen
Partner with the Controller on close process improvements, system automation, and financial controls strengthening
Build the templates, processes, and documentation that make the finance function less person‑dependent over time
Who You Are Non‑Negotiable Experience
8 to 12 years of FP&A experience with at least 4 years at a PE‑backed company
You have built a rolling multi‑quarter forecast from scratch, not just maintained someone else’s model
Deep fluency in SaaS and recurring revenue metrics: ARR, MRR, NRR, churn cohort analysis, CAC, LTV, and Rule of 40
You have prepared or contributed materially to a PE board package, management presentation, or data room
Experience with a hybrid revenue model combining recurring services and software is strongly preferred
Familiarity with NetSuite, Salesforce, and Looker is a strong advantage
How You Think and Work
You translate numbers into narratives, explaining what drives outcomes in concise paragraphs
You are proactive, not reactive—identifying add‑backs and documenting them before being asked
You are energized by building, not maintaining, infrastructure that the company will use for the next decade
You are a genuine mentor, taking the development of the FP&A Specialist seriously
You communicate up and across with equal effectiveness, owning board meetings and walking department heads through their P&L
What Would Make You an Exceptional Candidate
You have been through a PE sponsor transition or M&A process in a meaningful finance role
You have managed or mentored at least one FP&A analyst or associate
You have experience in digital marketing, marketing technology, or SaaS companies serving SMB markets
You have built a data room or contributed to one with direct exposure to buyer diligence questions
What Makes This Role Different
You will have real equity participation in a transaction that is actively being built toward, not a hypothetical future event
You will work directly with a CFO who has navigated multiple PE transactions and is genuinely committed to your development
You will build infrastructure that matters, on a specific timeline, at a company that is genuinely winning
Your ceiling is defined entirely by your performance; WebFX promotes from within when performance is there to support it
What To Expect Reports to:
CFO
Location:
Candidates local to the greater Detroit/Ann Arbor area are encouraged to work hybrid out of our Ann Arbor office, although we are also open to primarily remote arrangements. One week per month on‑site with the leadership team in Harrisburg, PA is required. WebFX covers all travel and lodging for required on‑site weeks.
Compensation:
Negotiable + Bonus Potential
Why Choose WebFX?
We’ve been named the #1 Best Place To Work in our home state of Pennsylvania 10 times
We have offices in Guatemala, South Africa, St. Petersburg FL, Ft. Myers FL, Harrisburg, Lancaster, and York, PA and we’re continuing to grow
Flexible Schedule (start your day between 8 and 10 am - when you do your best work!)
All technology & equipment provided (every FXer receives a tech set‑up valued at ~$1500)
Profit Sharing
150% Company Match Of Personal Charity Donations
Our #FXBuilds program is set to positively impact 10,000 people around the world by 2024 – and every individual FXer’s work directly contributes
Supplemental Insurance
100% Company Match 401K (up to 4%)
Generous Paid Time Off
Employee Wellness Program, including a free FitBit and fitness challenges
Learning resources such as the FXLearns Library with hundreds of personal and professional growth books and an incentive program to boot
Humanitarian Trips
Health/Vision/Dental Coverage, including FSA and HSA options with contribution matching
New Parent Support
Merit‑based promotions – we promote from within so you will move up and grow here
The opportunity to be part of a passionate, driven team where we pride ourselves on delivering high‑quality work that makes a real‑world impact for our clients
WebFX is an Equal Opportunity Employer, committed to providing and fostering an inclusive environment where all people, including women, minorities, LGBTQ+ and other underrepresented groups are supported, respected, and encouraged to excel within STEM careers. Our goal as an organization is to empower our team to achieve their personal best, bring people together, and provide equal opportunity to do so regardless of race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation.
#J-18808-Ljbffr