The OpportunityThe Director of FP&A will be a key strategic partner to the finance leadership team, the executive team, and business leaders across Catalis's verticals. This person will own the company's long-term financial model, expand the infrastructure to translate bookings into recognized ARR, and serve as a trusted advisor to vertical leaders and Sales Operations. This is a highly visible role suited to someone who thrives in a fast-paced, multi-business-unit, PE-backed environment and wants to shape how the company plans, forecasts, and measures growth.
What You Will DoLong-Term Financial Modeling- Build, own, and continuously refine Catalis's 3-5 year long-term financial model, integrating revenue drivers, cost structure, headcount, capital plans, and M&A scenarios
- Translate strategic and operating plans into financial projections that support board, investor, and lender reporting
- Stress-test the model against alternative growth, pricing, and M&A scenarios to inform executive decision-making
Bookings-to-ARR Waterfall- Build and maintain the bookings-to-ARR Waterfall model, tracking how new bookings convert into recognized ARR over time based on implementation timelines, go-live schedules, ramp assumptions, churn, and upsell/cross-sell activity
- Partner with Revenue Operations, Sales Ops, and Implementation/Delivery teams to keep underlying assumptions (sales cycle length, time-to-go-live, retention) current and defensible
- Use the waterfall to reconcile bookings targets with ARR and revenue targets, and to explain variances between the two to leadership
Business Partnership- Build strong working relationships with leaders across Catalis's verticals (Payments, Tax & CAMA, Courts & Land Records, Public Works, Citizen Engagement, etc.), acting as their embedded finance partner
- Support vertical leaders with P&L management, forecasting, budget-to-actual analysis, and business case development for new investments
- Partner closely with Sales Operations on pipeline reviews, quota setting, bookings forecasting, sales compensation design, and rep productivity analysis
Planning, Reporting & Analysis- Lead the annual budgeting process and recurring reforecast cycles across the consolidated business and individual verticals
- Own monthly and quarterly reporting packages, board materials, and variance analysis (bookings, ARR, revenue, margin, and cash)
- Develop and maintain SaaS/recurring revenue KPIs (NRR, GRR, CAC, LTV, rule-of-40, magic number, etc.) and ensure consistent definitions across the business
M&A & Special Projects- Support financial diligence and integration modeling for acquisitions, consistent with Catalis's active M&A strategy
- Lead or contribute to ad hoc strategic and financial analyses for the executive team and investors
Requirements
What You Will Need to SucceedRequired Qualifications- 7+ years of progressive FP&A, corporate finance, or investment banking/private equity experience
- Demonstrated experience owning long-term financial models and translating bookings/pipeline data into ARR and revenue forecasts
- SaaS and/or PE-backed company experience
- Deep fluency in SaaS metrics and unit economics (ARR, NRR/GRR, CAC/LTV, bookings vs. revenue timing)
- Advanced Excel/financial modeling skills
- Strong executive presence and communication skills, with a track record of influencing non-finance stakeholders such as sales and vertical leaders
- Bachelor's degree in Finance, Accounting, Economics, or related field
Preferred Qualifications- Experience supporting multiple business units, verticals, or product lines simultaneously
- Experience with FP&A or BI tools (e.g., Adaptive Insights, Anaplan, Power BI, Looker)
- Experience with M&A modeling or integration, given Catalis's acquisitive growth strategy
- MBA or CFA
What we Offer- The opportunity to shape financial strategy at a fast-growing, PE-backed market leader
- High visibility with the executive team, board, and investors
- A collaborative, cross-functional culture spanning multiple product verticals
- A dynamic and supportive work environment in a mission driven organization
- Competitive salary and benefits package, including health, dental, vision insurance
- Unlimited PTO (paid time off)
- HSA and FSA options
- 401(k) plan with matching contributions
- Paid parental leave
- ABLE matching contributions for the disability community
- Employer paid short term and long-term disability insurance and group term life insurance
- Financial and legal assistance through our EAP (Employee Assistance Program)
- Opportunities for personal development and career advancement with free access to unlimited courses via Udemy
- The chance to make a significant impact on the delivery of government services and the lives of citizens
