Sr. Director, Financial Planning & Analysis (FP&A)
webfx.com, Fort Myers, FL, 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. Our owned asset portfolio includes RevenueCloudFX, our proprietary marketing attribution and intelligence platform; Nutshell CRM, a growing SMB customer relationship management platform; OmniSEO, our AI‑powered SEO platform; TeamAI, our internal and client‑facing AI agent platform; and SEO.com, one of the most valuable domain assets in the search industry. We are approaching an important strategic transition in 2027 and are building the financial infrastructure and leadership team to execute it with excellence.
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 an 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. WebFX has deep technical capability in all three already in place and you will be working alongside a team that can support you.
How You Think and Work
You translate numbers into narratives. A month where revenue grew 16% but EBITDA was flat year over year tells you something specific. You know what it is and you can explain it in one paragraph.
You are proactive, not reactive. You do not wait to be asked whether an add‑back belongs in the tracker. You identify it, document it, and bring it forward.
You are energized by building, not maintaining. The idea that you will create infrastructure that this company uses for the next decade motivates you more than a stable, defined role.
You are a genuine mentor. Developing the FP&A Specialist is not a distraction from your job. It is part of your job and you take it seriously.
You communicate up and across with equal effectiveness. You can sit in a PE board meeting and own the numbers. You can also walk a department head through their P&L without making them feel like they failed a quiz.
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 timeline that is specific, at a company that is genuinely winning.
Your ceiling is defined entirely by your performance. WebFX promotes from within when the performance is there to support it.
What To Expect Reports to: CFO
Location: Candidates local to the greater Cape Coral/Fort Myers area are encouraged to work hybrid out of our Fort Myers 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
Love to learn? You sound like an FXer! FXLearns Library with hundreds of personal and professional growth books with 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, 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 an 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. WebFX has deep technical capability in all three already in place and you will be working alongside a team that can support you.
How You Think and Work
You translate numbers into narratives. A month where revenue grew 16% but EBITDA was flat year over year tells you something specific. You know what it is and you can explain it in one paragraph.
You are proactive, not reactive. You do not wait to be asked whether an add‑back belongs in the tracker. You identify it, document it, and bring it forward.
You are energized by building, not maintaining. The idea that you will create infrastructure that this company uses for the next decade motivates you more than a stable, defined role.
You are a genuine mentor. Developing the FP&A Specialist is not a distraction from your job. It is part of your job and you take it seriously.
You communicate up and across with equal effectiveness. You can sit in a PE board meeting and own the numbers. You can also walk a department head through their P&L without making them feel like they failed a quiz.
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 timeline that is specific, at a company that is genuinely winning.
Your ceiling is defined entirely by your performance. WebFX promotes from within when the performance is there to support it.
What To Expect Reports to: CFO
Location: Candidates local to the greater Cape Coral/Fort Myers area are encouraged to work hybrid out of our Fort Myers 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
Love to learn? You sound like an FXer! FXLearns Library with hundreds of personal and professional growth books with 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, 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