Join LPL Financial as an Analyst in CFO Solutions, focusing on financial insights and analytics for affiliated financial advisors. Collaborate with CFOs and improve financial models and reporting processes.
About the role
- Director of FP&A leading financial planning and forecasting at Kontakt.io—transforming patient care operations through AI.
Responsibilities
- Own the company planning rhythm: annual plan, quarterly forecasts, and long-range model — tying financial targets to operational levers and measurable outcomes.
- Build and maintain dynamic models for growth scenarios, capital allocation, hiring plans, and unit economics; pressure-test assumptions and surface the “so what.”Be the financial storyteller for the business: synthesize performance into insights and recommendations for executives and the Board; craft clear, compelling materials for monthly/quarterly reviews and board meetings.
- Partner with Sales, RevOps, Marketing, Product, and the CTO Office to align investments with pipeline, adoption, and retention — creating a common language for ARR, NRR, CAC, payback, and productivity.
- Collaborate with Accounting to shorten close-to-insight cycles, improve forecast accuracy, and strengthen revenue recognition and expense accrual processes.
- Co-own the revenue and demand attribution (data cube) with RevOps/Analytics to illuminate sources of growth and ROI across the funnel.
- Stand up standardized KPI dashboards and variance analysis — delivering timely, actionable views of performance and leading indicators.
- Drive process and systems excellence across FP&A (e.g., Adaptive Planning, NetSuite, Power BI or similar) to automate, scale, and improve data quality.
- Build and mentor a high-performing FP&A team known for analytical rigor, speed, and pragmatism.
Requirements
- Bring 10+ years of progressive finance experience including investment banking and 3+ years leading FP&A at a B2B SaaS company.
- Have owned the full planning cycle end-to-end — plan, forecast, LRP — and partnered cross-functionally to drive execution.
- Know SaaS unit economics cold (ARR, NRR, churn, CAC, LTV, payback) and how to operationalize them with GTM and Product.
- Are an exceptional modeler and communicator — turning complex analysis into simple narratives and concrete recommendations.
- Have advanced Excel / modeling chops; experience with NetSuite and a BI tool (e.g., Power BI or similar).
- Experience with planning tools is a plus.
- Thrive in fast-moving, high-ownership environments where the bar is high and impact is tangible.
- Bonus: exposure to IPO readiness, investor relations, diligence, or public-company-level reporting.
Benefits
- Equity in a high-growth company on a clear trajectory toward $400M+ ARR
- Health, dental, and vision insurance
- Paid time off plus 10 paid holidays
- The tools, autonomy, and space to do your best work
Job title
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