Greenlight Guru · 1 day ago
Director of Financial Planning and Analysis
United States
Full-time
Remote
Director/Executive
6+ years expGreenlight Guru is a leading SaaS platform that aids innovative medical device companies in bringing life-changing products to market. They are seeking an analytically sharp FP&A leader to partner with the CFO, focusing on improving financial data infrastructure and delivering actionable insights to support growth.
Enterprise SoftwareMedical DeviceRisk ManagementSoftware
Responsibilities
Build and iterate on financial reports and analyses collaboratively with the CFO, translating strategic vision into executable analytics
Extract, organize, and maintain financial and operational data from NetSuite, Venna, Salesforce, and Maxio, creating reliable data pipelines
Produce presentation-ready outputs including charts, graphs, and tables for board meetings and leadership reviews
Own the forecasting, budgeting, and rolling forecast processes with consistent delivery on schedule
Manage and analyze large datasets and improve processes going forward
Track and report on core SaaS metrics including ARR, GRR, NRR, CAC, cost to serve, and other KPIs specific to B2B annual contract SaaS businesses
Improve ARR rollup processes currently dependent on Excel
Support M&A due diligence and sell-side transaction preparation, working closely with PE sponsors and advisors
Qualification
Required
6-10 years of FP&A experience with a proven track record of increasingly complex responsibilities
Strong working knowledge of B2B SaaS business models and metrics, particularly for annual contract businesses
Demonstrated ability to work with challenging data
Advanced Excel skills and comfort with large datasets
Experience with financial systems; familiarity with NetSuite, Vena, Salesforce, or Maxio a plus
Prior support of a CFO through a sell-side transaction or M&A process
Bachelor's degree in Finance, Accounting, Economics, or related field
Someone ready to step up a level who has a strong track record and growth trajectory
Preferred
Experience at a private equity-owned software company
Company
Greenlight Guru
Greenlight Guru is the only quality management software platform designed specifically for medical device companies.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
$121.25MKey Investors
JMI Equity
2021-06-14Private Equity· $120M
2015-02-12Seed· $1.25M
Leadership Team
P
Pete Plotas
Vice President of Global Alliances
David DeRam
Executive Chairman
Recent News
EIN Presswire
2025-06-05
Company data provided by crunchbase