Director, Financial Planning & AnalysisAccelerate Performance.About the RoleCAI Software is seeking a Director, Financial Planning & Analysis to join our global Accounting & Finance Team
, who will provide guidance, develop, maintain and oversee the execution of various finance-related processes for the Business Unit.
What You'll Do- Advise the CEO, CFO, and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters for the Business Unit
- Guide the Business Unit's financial planning process, including annual budgeting, as well as analyzing plan versus actual variances
- Develop and monitor our annual budget and in-year forecasts. Develop forecasts and guidance models to guide towards the achievement of those forecasts, in partnership with other finance teams on a monthly, quarterly and annual basis.
- Prepare reporting packages including Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR) as well as analysis of important business trends, actual versus budget variances and comprehensive executive-level analyses.
- Provide ad hoc support for HR, External reporting, and Functional groups
- Provide financial modeling and financial analysis for ad-hoc financial projects.
- May manage/ supervise an ad hoc team for financial reporting needs
- Help prepare analysis, commentary and presentation material for quarterly meetings, operations reviews, management meetings & financial reviews.
What We're Looking For- Bachelor's degree in Finance or Accounting; MBA, CFA or CPA a plus
- Minimum 7 years of Finance experience with at least 3 years of FP&A experience
- Preferred experience in Finance with a Software as a Service or High Technology industry related environment
- Demonstrated ability to partner with collaborators and senior leadership
- Experience with ERP packages such as NetSuite, Salesforce, Concur
- Experience with BI Tools, such as PowerBI or others
- Proficient in Excel
- Distill a complex set of facts down to a simple and easy-to-understand narrative.
- Ability to express his/her own ideas, challenge ideas, and provide financial insights.
- Able to provide tough/unpopular messages and negotiate across the organization.
- Partner effectively and across the organization with other finance teams
Why Join CAIAt CAI, we are building something that matters. With 6,200+ customers across 15+ industries and active investment in AI-driven performance tools, we are positioned to define what the next generation of manufacturing software looks like - and we are building the team to lead that work.
Our four pillars define how we deliver for customers - and how we work:
- Built to Fit - Fits how your business runs so performance comes standard
- Built to Expedite - Speeds time to performance without heavy lifts or delays.
- Built to Deliver - AI turns action and insights into measurable performance.
- Built to Scale - Sustains and scales performance without disruption.
