Director of Financial Planning & Analysis at Algo, leading global budgeting and forecasting initiatives. Collaborating across functions while driving data clarity and financial strategy for a SaaS platform.
Responsibilities
Lead global budgeting, forecasting, and long-range planning processes across departments
Build and maintain dynamic financial models to support scenario planning and strategic decision-making
Partner with Sales, Marketing, Product, Engineering and Services to drive cross-functional initiatives and optimize resource allocation
Own monthly and quarterly reporting packages, including variance analysis and executive dashboards
Translate complex financial data into clear, actionable insights for non-finance stakeholders
Drive automation and process improvement across FP&A workflows
Support board-level reporting and investor communications
Be hands-on with Excel, NetSuite, and other financial systems—this is not a “review and delegate” role
Major contributor to the company’s M&A and post-merger integration strategy and execution
Requirements
8–15 years of progressive FP&A experience
MBA or CPA/CFA designation
Advanced Excel and PowerPoint skills
Hands-on experience with Salesforce.com and NetSuite
Proven ability to lead cross-functional initiatives
Strong business acumen and executive presence
Willingness to dive deep and execute directly
Prior experience in a global tech or SaaS environment (preferred)
Familiarity with FP&A tools (e.g., Datarails, Mosiac) and BI tools (e.g., Tableau, Power BI) (preferred)
Exposure to M&A modeling or capital planning (preferred)
Experience managing or mentoring junior Analysts (preferred)
Experience in remote-first or hybrid teams (preferred)
Benefits
Remote-first flexibility with some in-person collaboration
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