Director of Fund Financial & Tax Reporting at Fidelity assessing regulatory impacts and changes for the Shareholder Reporting Team. Collaborating with team leaders and maintaining documentation for new requirements.
About the role
- Senior Director of Finance responsible for financial planning and analysis at BrainPOP. Leading a high-performing FP&A team and driving strategic financial insights and operational efficiency.
Responsibilities
- Elevate Transparency: Partner directly with the CEO, CFO, and senior leadership to define, build, and continuously improve financial and operational reporting, driving clear and consistent transparency into profitability drivers, key operating metrics, and performance scorecards.
- Executive Storytelling: Own the preparation and delivery of all strategic financial materials, including quarterly and annual Board of Directors presentations and executive reviews, ensuring the insights are meaningful, consumable, and timely.
- Business Partnering: Establish deep, collaborative relationships across all functional areas (e.g., Sales, Marketing, Product) to embed finance into strategic planning and drive optimal business outcomes.
- Lead Strategic Analysis: Provide proactive, thought-leading analysis on business trends, assessing current and future risks and opportunities to ensure the company remains on track to achieve its long-term goals. Support pricing strategy and deal desk efforts to ensure effective pricing protects both our margin while driving growth.
- Own Planning Cycles: Direct the entire annual budgeting, long-range planning, and continuous forecasting processes, collaborating closely with budget owners to ensure efficient, accurate, and reliable financial models.
- Drive Process Improvement: Lead the journey in creating a "best-in-class" finance structure. Identify and implement system and process enhancements, leveraging technology to streamline financial processes and create capacity for high-value strategic analysis.
- Operational Reporting: Oversee the team responsible for the timely and accurate delivery of monthly/quarterly financial and operational reporting packages, distilling key performance indicators and variances.
- Mentor and Scale: Lead, mentor, and develop a high-performing team of Finance professionals, fostering a culture of ownership, accuracy, and continuous improvement.
Requirements
- 10+ years of progressive experience in Financial Planning & Analysis
- Experience scaling an FP&A function within a dynamic, high-growth environment (SaaS/Technology strongly preferred)
- Proven ability to lead, mentor, and motivate a geographically diverse or cross-functional team.
- Expert-level financial modeling, forecasting, budgeting, and variance analysis skills.
- Exceptional executive-level communication, presentation, and collaboration skills.
- Demonstrated experience designing and implementing scalable financial processes and systems (e.g., Adaptive Planning, etc.).
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
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