Investment Analyst supporting U.S. Bank's private markets investment team. Collaborating to evaluate investment opportunities and assisting in due diligence efforts for private equity investments.
About the role
- Director of FP&A leading financial planning and analysis for a technology company. Overseeing revenue performance and budget cycles at SiteMinder, a leader in hotel commerce.
Responsibilities
- Lead and develop a team of three FP&A analysts, setting high standards for analytical quality, accuracy and commercial insight.
- Foster a culture of curiosity, disciplined execution and continuous improvement across forecasting, reporting and business partnering.
- Run the monthly and quarterly performance cycle, delivering clear analysis of revenue, EBITDA, cash flow and key operating drivers.
- Present monthly financial results and insights at the Executive Team Review, providing a concise explanation of the “what,” “why,” and “so what.”
- Ensure the integrity and reliability of Adaptive (Workday), including spot and constant-currency forecasting and strong model governance.
- Partner with GTM teams to maintain high-quality forecast models by geography and segment, ensuring accuracy, consistency and robust driver logic.
- Own the Annual Budget Cycle end-to-end, coordinating functional and regional inputs, challenging assumptions, and preparing materials for Executive and Board approval.
- Oversee monthly cost control processes and stakeholder engagement, ensuring budget ownership and financial accountability across the business.
- Drive disciplined cost management that links investment decisions to growth, revenue and long-term value creation.
- Oversee preparation of the monthly Board Pack, including financial slides and narrative explaining performance against Budget and prior periods.
- Provide ad hoc financial analysis—and coach the analyst team—to support strategic decision-making, including unit economic metrics such as LTV/CAC, NRR, payback periods and ROI on growth initiatives.
Requirements
- Extensive post-qualification experience in financial planning, analysis, and commercial finance roles.
- MBA, CPA, CA or equivalent professional qualification required.
- Proven experience in high-paced, fast-moving environments, ideally in technology or data-driven businesses.
- Strong exposure to multinational operations, including multi-entity, multi-currency forecasting and reporting.
- Deep understanding of SaaS economics, including ARR/MRR, churn, NRR, LTV/CAC, payback, and unit economics.
- Experience operating in a listed-company environment, with familiarity in market expectations, disclosure standards, and governance requirements.
- Demonstrated experience with modern ERP systems, ideally Workday, including revenue, cost and workforce planning integrations.
- Proficiency with Tableau for analysis and reporting; familiarity with Snowflake and Databricks is advantageous but not essential.
- Advanced Excel and Google Sheets modelling skills, with the ability to build, audit, and maintain complex financial models and dive into detail as required.
- Strong ability to synthesise complex financial information into clear, concise insights with the polish expected for senior executive and Board audiences.
Benefits
- health insurance
- flexible work arrangements
- professional development opportunities
- paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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