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Jump - Advisor AI · 18 hours ago

Director of Financial Planning & Analysis

Draper, UT

Full-time

Onsite

Lead/Staff

$180K/yr - $220K/yr

Jump - Advisor AI is a company focused on transforming financial services with AI technology. They are seeking a Director of Financial Planning & Analysis to lead FP&A and strategic finance, supporting growth and decision-making processes within the company.

Artificial Intelligence (AI)Financial ServicesFinTechGenerative AISaaSWealth Management

Responsibilities

Lead FP&A and Strategic Finance: Run the forecasting, budgeting, and planning cadence with speed, rigor, and accountability

Drive Commercial and GTM Economics: Hold the line on growth quality and unit economics, ensuring growth is high-quality, repeatable, and value-accretive; partner with GTM teams and pressure-test growth plans

Enable Accountability and Operating Cadence: Build and enforce GM-, product-, and segment-level scorecards tied to accountability; translate financial insights into clear recommendations that move the business forward

Executive & Board Partnership: Own board-ready financial narratives and analysis, and long-range planning

Qualification

FP&A technical masterySaaS growth/efficiencyFinancial modelingB2B SaaS experienceVenture/growth equityData-driven decision makingLeadershipCollaboration

Required

You want to have real impact and take extreme ownership building a growth stage AI vertical software company

You've worked at a B2B SaaS company through $100M+ ARR scale

You “major” in FP&A technical mastery and planning rigor. You are comfortable owning the full financial model end-to-end and run a forecasting and planning cadence that produces timely, accurate forecasts

You “minor” in SaaS growth/efficiency. You have a deep understanding of SaaS mechanics and are fluent in SaaS metrics. You think in terms of what drives enterprise value

You know what world-class, high velocity finance execution looks like and you work super fast

You are located in or willing to relocate to be near Draper, Utah

Preferred

Experience in venture/growth equity, private equity, and/or investment banking

Benefits

Medical, dental, vision benefits

401k available

Company

Jump - Advisor AI

Trusted by enterprise and loved by advisors, Jump is the leading AI tool for wealth managers and financial advisors that automates notetaking, compliance, CRM updates, and much more

Founded in 2023

Salt Lake City, Utah, USA

51-200 employees

https://jump.ai

Funding

Current Stage

Growth Stage

Total Funding

$29.17M

Key Investors

Battery VenturesSorenson Capital

2025-02-03Series A· $24.57M

2024-06-10Series Unknown· $4.6M

Leadership Team

Parker Ence

CEO & Cofounder

Tim Chaves

Co-founder / COO

Recent News

PR Newswire

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Dow Jones Top Financial Services Headlines at 12 AM ET: Fed's Hammack Is Inflation-Wary and Prefers Holding Rates Steady Into the Spring | Ten-Year ...

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Company data provided by crunchbase