As the Director, Finance, Planning and Analysis at ActivTrak, you will own the company's forecasting, budgeting, and financial reporting infrastructure, giving the CFO and leadership team a clear, current view of the business at all times. You will:
- Build and maintain the annual budget, quarterly forecasts, and long-range financial model
- Own monthly and quarterly reporting: variance analysis, KPI dashboards, and board reporting materials and cadence
- Partner with department leaders on budget ownership and spend accountability
- Develop SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV, rule of 40
- Model scenarios for pricing, headcount, and go-to-market investment decisions
- Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction
- Ensure data integrity across finance systems in partnership with accounting
- This is an individual contributor role
Requirements- 7+ years in FP&A or corporate finance, ideally with SaaS exposure
- Proven track record building financial models and budgets in a high-growth environment
- Strong command of SaaS metrics and unit economics
- Advanced Excel/Google Sheets; experience with FP&A tools (e.g. Netsuite, Cube, Adaptive Insights) a plus
- Experience presenting to executive leadership and/or a board
- Strong analytical mind, comfortable moving between detail and narrative
- CPA is a strong advantage
- BSc/BA in Accounting, Finance or relevant field; MSc/MBA is a plus
BenefitsWork environment
- Competitive compensation and benefits
- Position is remote within US (Austin, TX location preferred)
- Minimal travel
- Limited physical demands
This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you!
