Director of Financial Planning & Analysis
iboss, Washington, District of Columbia, United States
Director Of Fp&A
The Director of FP&A will serve as a key financial business partner to the executive leadership team, owning the company's financial planning, forecasting, reporting, and analysis functions. This role requires a highly analytical, detail-oriented leader who thrives in a fast-paced, high-growth environment and can translate complex financial data into clear, actionable insights that drive strategic decision-making. Key Responsibilities
Lead the company's annual budgeting process, coordinating across all departments to develop a comprehensive operating plan Own monthly, quarterly, and annual financial forecasting, identifying risks and opportunities with clear variance analysis Develop and maintain robust financial models that support long-range strategic planning and scenario analysis Partner with accounting to ensure accurate and timely financial close and reporting. Serve as a trusted financial advisor to the CEO, and department heads, delivering data-driven recommendations Analyze business performance across revenue, bookings, ARR, gross margin, headcount, and operational expenses Support go-to-market financial planning including sales productivity, quota setting, and pipeline analysis Evaluate new business initiatives, strategic investments, and M&A opportunities through detailed financial modeling Design and maintain executive dashboards and board-ready financial reporting packages Prepare and present financial materials for board of directors meetings and investor reviews Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred 8+ years of progressive FP&A experience, with at least 3 years in a leadership role. Experience in a high-growth SaaS or technology company is strongly preferred Deep expertise in SaaS metrics: ARR, NRR, CAC, LTV, churn, and unit economics. Advanced financial modeling and Excel skills; proficiency with FP&A tools (e.g., Adaptive, Anaplan, Planful) and ERP systems (e.g., NetSuite, Sage Intacct) Proven ability to present complex financial data clearly to executive audiences. Strong business acumen with the ability to connect financial performance to operational drivers Familiarity with cybersecurity or enterprise software markets Experience with Salesforce and sales operations analytics Benefits Health, Vision, Dental 401K with company match Unlimited Paid Time Off (PTO) Short term and Long Term Disability Company paid holidays The duties and responsibilities described above are essential functions of the job. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran, or as an individual with a disability. *This position is not eligible for sponsorship of work visas
The Director of FP&A will serve as a key financial business partner to the executive leadership team, owning the company's financial planning, forecasting, reporting, and analysis functions. This role requires a highly analytical, detail-oriented leader who thrives in a fast-paced, high-growth environment and can translate complex financial data into clear, actionable insights that drive strategic decision-making. Key Responsibilities
Lead the company's annual budgeting process, coordinating across all departments to develop a comprehensive operating plan Own monthly, quarterly, and annual financial forecasting, identifying risks and opportunities with clear variance analysis Develop and maintain robust financial models that support long-range strategic planning and scenario analysis Partner with accounting to ensure accurate and timely financial close and reporting. Serve as a trusted financial advisor to the CEO, and department heads, delivering data-driven recommendations Analyze business performance across revenue, bookings, ARR, gross margin, headcount, and operational expenses Support go-to-market financial planning including sales productivity, quota setting, and pipeline analysis Evaluate new business initiatives, strategic investments, and M&A opportunities through detailed financial modeling Design and maintain executive dashboards and board-ready financial reporting packages Prepare and present financial materials for board of directors meetings and investor reviews Qualifications
Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred 8+ years of progressive FP&A experience, with at least 3 years in a leadership role. Experience in a high-growth SaaS or technology company is strongly preferred Deep expertise in SaaS metrics: ARR, NRR, CAC, LTV, churn, and unit economics. Advanced financial modeling and Excel skills; proficiency with FP&A tools (e.g., Adaptive, Anaplan, Planful) and ERP systems (e.g., NetSuite, Sage Intacct) Proven ability to present complex financial data clearly to executive audiences. Strong business acumen with the ability to connect financial performance to operational drivers Familiarity with cybersecurity or enterprise software markets Experience with Salesforce and sales operations analytics Benefits Health, Vision, Dental 401K with company match Unlimited Paid Time Off (PTO) Short term and Long Term Disability Company paid holidays The duties and responsibilities described above are essential functions of the job. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a veteran, or as an individual with a disability. *This position is not eligible for sponsorship of work visas