Consultant focused on risk management and finance at MLAdvisory. Engaging in operationalization projects and data aggregation in the financial sector.
About the role
- Executive Director of Financial Planning & Analysis in SaaS environment. Leading strategic finance initiatives and collaboration with executive leadership and cross-functional teams.
Responsibilities
- Lead annual operating plan (AOP), rolling forecast, and long-range planning processes across subscription and transactional revenue streams
- Develop and maintain robust ARR, bookings, churn, expansion, and margin models
- Partner with executive leadership to evaluate strategic initiatives, pricing changes, investments, and growth opportunities
- Support partnership/commercial activities through financial modeling, synergy analysis, and post-agreement performance tracking
- Own monthly close, forecast, & MBR meeting content, presentations, and deadlines
- Build and own executive dashboards and KPI frameworks (ARR, NRR, CAC, LTV, gross margin, EBITDA, cash flow)
- Provide timely, actionable insights on variances to plan, trends, and risks
- Translate complex financial data into clear narratives for executives and board stakeholders
- Establish consistent metrics and definitions across the organization to ensure alignment and trust in data
- Act as a strategic finance partner to Sales, Marketing, Product, and Customer Success leaders
- Support go-to-market planning with Revenue Operations team including quota setting, capacity modeling, pipeline health, and productivity analysis
- Partner with Product and Engineering on roadmap prioritization, ROI analysis, and investment tradeoffs
- Support Customer Success with churn, retention, and expansion analytics
- Partner with HR to ensure hiring/backfill needs are met and aligned with forecast
- Build, mentor, and scale a high-performing FP&A and analytics organization
- Drive process automation, system improvements, and data integration across finance and operational platforms
- Establish best-in-class planning, forecasting, and reporting cadence suitable for a growing software organization
- Champion a culture of accountability, curiosity, and continuous improvement
Requirements
- Bachelor’s Degree in Finance, Accounting, Economics, or related field
- 10+ years of progressive finance experience, with significant FP&A leadership in a SaaS or software environment
- Deep expertise in recurring revenue models, SaaS metrics, and unit economics
- Proven experience partnering with executive teams and influencing strategic decisions
- Ability to assess and hire a highly performing FP&A teams
- Advanced financial modeling and analytical skills
- Excellent communication skills with the ability to translate data into executive-level insights
Benefits
- Medical, Dental and Vision Coverage
- 401K Plan with Company Match
- Paid Time Off (PTO)
- Paid Parental Leave
- Short Term Disability
- Work Life Assistance Program
- Health Savings and Flexible Spending Accounts
- Education Benefits
- Worldwide Scholarship Program
- Volunteer Opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Commercial Finance Analyst providing financial analysis and reporting at Clyde & Co. Supporting financial performance and decision - making with practice groups and finance team.
Financial Advisor providing comprehensive financial planning and investment management services. Helping clients in achieving their financial dreams through expert guidance and portfolio management.
Complex Director driving multi - office growth at Ameriprise Financial through strategic management of P&L and client acquisition. Leading branch managers and building local culture with strong partnerships.
Student role in Finance at buah, focusing on financial administration and controlling support. Contributing to internal process optimization and team collaboration in a supportive environment.
Financial Accountant supporting delivery of accounting and reporting for online gaming company DigiOutsource. Involved in management reporting, audit support, tax management, and collaboration with teams.
Investment Services CAO providing critical operational and administrative support within IS organization. Collaborating with executive leadership on strategic initiatives and delivering key business management functions.
Senior Financial Analyst supporting financial planning and forecasting activities in a healthcare solutions company. Involves budgeting, reporting, and treasury activities.
FP&A Manager shaping financial strategies for AMDT, a leader in versioning and backup solutions. Collaborating on financial analysis, reporting, and strategic planning.
Assistant Manager overseeing financial accounting and control, ensuring accuracy and compliance in financial reporting for LSEG subsidiaries. Collaborating with various teams and driving continuous improvement initiatives.