Location: Tampa, FL
Reports To: Chief Financial Officer
Position SummaryWe are seeking a strategic, data-driven, and operationally minded FP&A leader to elevate our financial planning and analysis function and serve as a trusted advisor to executive leadership. This role is pivotal in driving business outcomes through financial insight, performance management, process optimization, and systems enhancement.
The Director of FP&A will lead the company's planning, forecasting, reporting, and analytical capabilities while partnering across the organization to improve decision-making, profitability, operational efficiency, and long-term value creation. The ideal candidate brings deep experience in SaaS and professional IT services environments, a proven ability to lead transformation initiatives, influence executive decision-making, and build high-performing teams.
Key Responsibilities Strategic Leadership - Partner with the CFO and executive leadership team to define and execute the company's long-term financial strategy and vision.
- Translate corporate strategy into actionable financial plans, key performance indicators (KPIs), and measurable business outcomes.
- Develop financial models and business cases to support strategic initiatives, investments, acquisitions, and growth opportunities.
- Establish FP&A as a trusted business partner and thought leader across the organization.
- Support board, lender, and executive reporting by developing insights that highlight performance, risks, opportunities, and strategic recommendations.
- Lead financial analysis supporting product investments, R&D initiatives, pricing strategies, and market expansion opportunities.
- Monitor industry trends, competitive benchmarks, and emerging business risks to inform strategic decision-making.
Financial Planning & Performance Management - Lead the annual budgeting process, monthly/quarterly forecasting cycles, and long-range strategic planning activities.
- Own forecasting methodologies for revenue, bookings, renewals, backlog, gross profit, EBITDA, cash flow, and key operational metrics.
- Partner with business leaders to improve forecast accuracy, scenario planning, risk assessment, and financial accountability.
- Develop and maintain enterprise-wide KPI frameworks and dashboards that drive performance visibility across the organization.
- Conduct variance analysis and performance reviews, identifying trends, risks, and corrective actions.
- Lead monthly and quarterly business reviews with executive leadership teams.
Business Partnership & Operational Excellence - Serve as the primary finance business partner to functional leaders across Sales, Delivery, Customer Success, Product, Technology, and Corporate Operations.
- Challenge assumptions, provide strategic recommendations, and influence decisions related to investments, resource allocation, pricing, and operational priorities.
- Partner with Sales and Customer Success leadership to evaluate pipeline health, conversion trends, renewals, churn, customer profitability, and revenue growth opportunities.
- Collaborate with Delivery leaders to improve project profitability, utilization, capacity planning, workforce management, and resource allocation.
- Partner with Finance Operations and Accounting teams to improve cash flow forecasting, working capital management, DSO performance, and liquidity planning.
- Identify opportunities to improve margins, operational efficiency, and overall business performance.
Data, Systems & Transformation - Lead the implementation, optimization, and enhancement of financial planning, reporting, and analytics platforms.
- Develop scalable financial reporting and analytics capabilities that provide timely, actionable insights to business leaders.
- Champion automation, AI, and system integration initiatives that improve efficiency, reduce manual effort, and enhance data quality.
- Lead the development of a scalable financial data and reporting architecture that creates a single source of truth for financial and operational performance.
- Ensure strong governance, consistency, and integrity of financial and operational data across reporting systems.
Team Leadership & Development - Build, mentor, and develop a high-performing FP&A organization with a culture of accountability, continuous improvement, curiosity, and business partnership.
- Establish clear goals, development plans, and performance expectations for team members.
- Redesign planning and reporting processes to improve the speed, accuracy, and relevance of financial outputs.
- Promote a culture of proactive problem-solving, cross-functional collaboration, and data-driven decision-making.
Qualifications - 10+ years of progressive FP&A experience, with at least 5 years in a leadership role.
- Demonstrated experience leading FP&A within a SaaS, technology, professional services, or managed services environment preferred.
- Deep understanding of SaaS and recurring revenue metrics, including ARR, MRR, churn, retention, CAC, LTV, bookings, and renewals preferred.
- Strong knowledge of professional services financial metrics, including utilization, project profitability, resource planning, and gross margin management.
- Proven track record of partnering with executive leadership to influence business outcomes through financial insight and strategic thought leadership.
- Experience supporting executive leadership, board presentations, and lender or investor reporting.
- Experience evaluating strategic investments, acquisitions, and business cases.
- Strong understanding of revenue recognition principles and financial reporting concepts.
- Experience with ERP and FP&A solutions (Microsoft Dynamics F&O, Adaptive Planning, Anaplan, Power BI, or similar platforms) preferred.
- Experience implementing AI-enabled reporting, planning, and analytics solutions preferred.
- Strong leadership, communication, presentation, and stakeholder management skills.
- Experience in a private-equity-backed organization preferred.
- Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CMA preferred.
What Success Looks Like - FP&A is viewed as a trusted strategic advisor and business partner throughout the organization.
- Forecast accuracy consistently meets established targets and supports confident business decision-making.
- Executive leadership relies on FP&A insights to drive operational and strategic decisions.
- Planning, forecasting, and reporting processes are streamlined, scalable, and delivered on schedule.
- Key business metrics are transparent, actionable, and actively managed across all functions.
- Revenue growth, gross margin, EBITDA, utilization, and working capital performance improve through data-driven decision-making.
- Reporting and analytics capabilities provide timely, accurate, and meaningful business insights.
- Automation, AI, and systems enhancements significantly reduce manual effort and improve productivity.
