HighLevel · 2 hours ago

Director of Financial Planning and Analysis

United States

Full-time

Remote

Director/Executive

10+ years exp

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Responsibilities

Own the timely delivery of consolidated financials (IS, BS and CF) and report performance against our financial targets / operational KPIs so senior leaders and other key decision makers can optimize the performance for their respective functions

Lead our forecasting process and strategic planning cycles, including: (i) defining process, timelines and deliverables, (ii) partnering directly with stakeholders to quarterback the process, (iiI) preparing consolidated views of the business and (iv) clearly articulating the results / recommendations to c-suite to determine optimal resource allocation

Lead our FP&A function, including hiring + managing a top-tier team to support the growth and complexity of our business

Identify and execute opportunities to streamline and/or automate our core reporting processes in partnership with other key stakeholders, including Accounting, other members of the Finance team and the Revenue Operations team

Support the maintenance of our current financial planning tool (Workday Adaptive Insights) and any future tools, including identifying opportunities to more closely incorporate existing business data into our financial systems

Consolidate operational and financial information in preparation for our quarterly board of directors meetings

Perform various ad-hoc analysis for leaders and key decision makers

Qualification

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FP&AFinancial ReportingGAAPSaaSExcelGoogle SheetsAdaptive InsightsTableauCPAPeople ManagementStrategic FinanceInvestment BankingPrivate EquityData Storytelling

Required

Bachelor's in Accounting, Finance, or related field (CPA is preferred, but not required)

10+ years of progressive experience across a combination of FP&A, strategic finance, investment banking or private equity, including at least 2+ years in leading the FP&A function at a growth-stage business and 3+ years of people management experience

Experience in SaaS, preferably with a usage-based business model component

Strong understanding of GAAP and non-GAAP reporting metrics in software

Strong understanding of financial reporting and internal controls

Familiarity/experience with public company quarterly close and reporting cadence

Excellent business partnering skills, particularly with non-financial leaders across all levels of an organization

Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome

Ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making

Extremely detail oriented, highly organized and able to balance multiple projects / thrive in a fast-paced environment

Advanced experience with Excel / Google sheets, Adaptive Insights and BI tools (Tableau)