FP & A Director
AllianceHCM, The Woodlands, TX, United States
Reports to: CFO | Department: Finance |Location: Houston / The Woodlands, TX (Hybrid, 3 days in office)
About AllianceHCM AllianceHCM is a SaaS payroll and human capital management platform serving approximately 5,000 employer clients and 500,000 worksite employees. With deep expertise in the restaurant and hospitality sectors, AllianceHCM delivers integrated payroll, tax, HR, and workforce management solutions. The company is backed by a minority private equity sponsor with whom we have a collaborative, productive relationship. AllianceHCM is focused on accelerating ARR growth, reducing client attrition, and building best-in-class operational and financial infrastructure.
Position Summary The FP&A Director will own both the forward‑looking financial planning and the finance and accounting reporting functions at AllianceHCM. This dual‑mandate role builds and maintains the models, budgets, and analyses that drive capital allocation, pricing decisions, and long‑range strategic planning, while also owning the design, production, and delivery of all internal and external financial reporting, management reporting, and performance metrics.
The CFO has been carrying this work directly. The foundation is solid, but as AllianceHCM makes bigger, more coordinated long‑term investment decisions across product, go‑to‑market, and operations, this role adds the dedicated analytical capacity to keep pace. The financial planning and reporting infrastructure needs deeper models, more rigorous forecasting, faster reporting cycles, and the horsepower to evaluate trade‑offs across a growing set of strategic initiatives.
This role reports directly to the CFO with direct exposure to the board. You will be in the room shaping the financial narrative and influencing strategic decisions, not preparing materials from the sidelines. You are supported by a three-person finance and accounting team. The accounting, controls, and transactional infrastructure are in place; your focus is the analytical and strategic layer on top.
As the company scales, this role is expected to grow into a team leadership position, building and leading an FP&A function.
Responsibilities Financial and Management Reporting
Own the design, production, and delivery of all internal and external financial reporting, including monthly, quarterly, and annual packages
Build and maintain management reporting infrastructure across P&L, balance sheet, cash flow, and operating metrics
Develop and distribute KPI dashboards and scorecards for leadership, department heads, and the board
Deliver variance commentary that explains the delta, its significance, and the appropriate response
Ensure reporting accuracy, timeliness, and alignment across all finance outputs; establish and enforce reporting standards and cadences
Financial Planning and Forecasting
Build and maintain driver‑based, three‑statement financial models for annual budgets, rolling forecasts, and multi‑year strategic plans
Develop scenario and sensitivity analyses that stress‑test growth, retention, and margin assumptions
Lead the annual budget process end‑to‑end, including timelines, templates, consolidation, and sign‑off
Partner with department heads to build, monitor, and reforecast departmental budgets with actionable variance analysis
Serve as a finance partner across the organization to build business cases, headcount planning, and investment decisions (including M&A)
Profitability and Revenue Analytics
Develop and maintain profitability views by product, service line, partner channel, and customer segment
Analyze pricing structures, ARR composition, and revenue quality metrics; support pricing decisions with data‑driven recommendations
Track cohort‑level retention, expansion, and churn trends; monitor SaaS KPIs including NRR, CAC, LTV, and unit economics
Benchmark against SaaS/HCM peers on financial and operational metrics
Board and Executive Reporting
Prepare financial content for board decks, including ARR/EBITDA waterfalls, scenario analyses, and KPI dashboards
Support the CFO in shaping the financial narrative for board meetings, investor updates, and strategic planning sessions
Required Qualifications
8 to 12 years of progressive experience in FP&A and/or financial reporting at a SaaS, recurring‑revenue, or subscription business
Demonstrated experience building driver‑based three‑statement models and owning multi‑year forecasts
Track record of owning management reporting infrastructure, not just contributing to it
Experience running full budget cycles and producing board‑ready materials
Advanced command of Excel
Ability to translate complex financial analysis into clear, precise executive‑level narratives
Bachelor’s degree in Finance, Accounting, Economics, or related field
Preferred Qualifications
HCM, payroll, workforce management, or services‑heavy SaaS experience
SQL proficiency or comfort pulling data from operational databases independently
Familiarity with Accounting systems and FP&A tools
Ownership and Initiative:
Takes full responsibility for outcomes. Identifies gaps, builds solutions, and moves forward without waiting for direction.
Analytical Rigor:
Builds models, reports, and analyses that are accurate, auditable, and decision‑ready.
Strategic Thinking:
Connects financial analysis to business strategy. Sees what the data means for capital allocation, pricing, market entry, and risk.
Reporting Excellence:
Sets the standard for accuracy, consistency, and clarity in every financial output.
Executive Presence:
Presents to the board, department heads, and the CFO with clarity, confidence, and precision.
Cross‑Functional Partnership:
Earns trust with non‑finance stakeholders and translates financial insight into operational guidance.
Compensation and Benefits Competitive base salary commensurate with experience, plus performance‑based bonus. Full benefits package including health, dental, vision, 401(k), and PTO.
AllianceHCM is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees
#J-18808-Ljbffr
About AllianceHCM AllianceHCM is a SaaS payroll and human capital management platform serving approximately 5,000 employer clients and 500,000 worksite employees. With deep expertise in the restaurant and hospitality sectors, AllianceHCM delivers integrated payroll, tax, HR, and workforce management solutions. The company is backed by a minority private equity sponsor with whom we have a collaborative, productive relationship. AllianceHCM is focused on accelerating ARR growth, reducing client attrition, and building best-in-class operational and financial infrastructure.
Position Summary The FP&A Director will own both the forward‑looking financial planning and the finance and accounting reporting functions at AllianceHCM. This dual‑mandate role builds and maintains the models, budgets, and analyses that drive capital allocation, pricing decisions, and long‑range strategic planning, while also owning the design, production, and delivery of all internal and external financial reporting, management reporting, and performance metrics.
The CFO has been carrying this work directly. The foundation is solid, but as AllianceHCM makes bigger, more coordinated long‑term investment decisions across product, go‑to‑market, and operations, this role adds the dedicated analytical capacity to keep pace. The financial planning and reporting infrastructure needs deeper models, more rigorous forecasting, faster reporting cycles, and the horsepower to evaluate trade‑offs across a growing set of strategic initiatives.
This role reports directly to the CFO with direct exposure to the board. You will be in the room shaping the financial narrative and influencing strategic decisions, not preparing materials from the sidelines. You are supported by a three-person finance and accounting team. The accounting, controls, and transactional infrastructure are in place; your focus is the analytical and strategic layer on top.
As the company scales, this role is expected to grow into a team leadership position, building and leading an FP&A function.
Responsibilities Financial and Management Reporting
Own the design, production, and delivery of all internal and external financial reporting, including monthly, quarterly, and annual packages
Build and maintain management reporting infrastructure across P&L, balance sheet, cash flow, and operating metrics
Develop and distribute KPI dashboards and scorecards for leadership, department heads, and the board
Deliver variance commentary that explains the delta, its significance, and the appropriate response
Ensure reporting accuracy, timeliness, and alignment across all finance outputs; establish and enforce reporting standards and cadences
Financial Planning and Forecasting
Build and maintain driver‑based, three‑statement financial models for annual budgets, rolling forecasts, and multi‑year strategic plans
Develop scenario and sensitivity analyses that stress‑test growth, retention, and margin assumptions
Lead the annual budget process end‑to‑end, including timelines, templates, consolidation, and sign‑off
Partner with department heads to build, monitor, and reforecast departmental budgets with actionable variance analysis
Serve as a finance partner across the organization to build business cases, headcount planning, and investment decisions (including M&A)
Profitability and Revenue Analytics
Develop and maintain profitability views by product, service line, partner channel, and customer segment
Analyze pricing structures, ARR composition, and revenue quality metrics; support pricing decisions with data‑driven recommendations
Track cohort‑level retention, expansion, and churn trends; monitor SaaS KPIs including NRR, CAC, LTV, and unit economics
Benchmark against SaaS/HCM peers on financial and operational metrics
Board and Executive Reporting
Prepare financial content for board decks, including ARR/EBITDA waterfalls, scenario analyses, and KPI dashboards
Support the CFO in shaping the financial narrative for board meetings, investor updates, and strategic planning sessions
Required Qualifications
8 to 12 years of progressive experience in FP&A and/or financial reporting at a SaaS, recurring‑revenue, or subscription business
Demonstrated experience building driver‑based three‑statement models and owning multi‑year forecasts
Track record of owning management reporting infrastructure, not just contributing to it
Experience running full budget cycles and producing board‑ready materials
Advanced command of Excel
Ability to translate complex financial analysis into clear, precise executive‑level narratives
Bachelor’s degree in Finance, Accounting, Economics, or related field
Preferred Qualifications
HCM, payroll, workforce management, or services‑heavy SaaS experience
SQL proficiency or comfort pulling data from operational databases independently
Familiarity with Accounting systems and FP&A tools
Ownership and Initiative:
Takes full responsibility for outcomes. Identifies gaps, builds solutions, and moves forward without waiting for direction.
Analytical Rigor:
Builds models, reports, and analyses that are accurate, auditable, and decision‑ready.
Strategic Thinking:
Connects financial analysis to business strategy. Sees what the data means for capital allocation, pricing, market entry, and risk.
Reporting Excellence:
Sets the standard for accuracy, consistency, and clarity in every financial output.
Executive Presence:
Presents to the board, department heads, and the CFO with clarity, confidence, and precision.
Cross‑Functional Partnership:
Earns trust with non‑finance stakeholders and translates financial insight into operational guidance.
Compensation and Benefits Competitive base salary commensurate with experience, plus performance‑based bonus. Full benefits package including health, dental, vision, 401(k), and PTO.
AllianceHCM is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees
#J-18808-Ljbffr