Director, Head of FP&A

Head of FP&A / Director

The Opportunity
This isn't a role where you inherit a fully built machine and keep the lights on. This is a build-and-scale opportunity.

Aven Hospitality is standing up its finance function as an independent company for the first time. We need a Head of FP&A who can architect the planning, forecasting, and analytics engine from the ground up - someone who thrives in ambiguity, moves fast, and sees white space as an invitation to create something great.

You'll report directly to the SVP of Finance and collaborate closely with the VP of Professional Services, Sales Operations Director, and Controller. If you've been looking for a seat at the table where your work directly shapes strategy, capital allocation, and the trajectory of a scaled SaaS business entering its next chapter - this is it.

The Role
As Head of FP&A, you'll serve as a strategic finance partner across every department - Sales, Marketing, R&D, Customer Success, and Professional Services. You'll own company-wide financial planning, forecasting, reporting, and performance analysis. You'll manage a small team today with the mandate to mentor, develop, and grow a high-performing FP&A function over time.
You're equal parts analyst, operator, and strategic advisor. You speak fluent SaaS - ARR waterfalls, cohort analysis, retention curves, expansion revenue - and you translate numbers into narratives that drive executive decisions. You build models that move the business, not just report on it.

What You'll Own
Financial Planning & Forecasting

• Lead monthly, quarterly, and annual forecasting processes for company-wide revenue, costs, and margins
• Develop driver-based financial models for recurring revenue, customer retention, headcount, and departmental budgets
• Own the Long Range Plan SaaS model, the Annual Budget process, and the rolling 4-quarter forecast for the company
• Partner with department leaders to manage operating plans, headcount, and expense forecasts

SaaS Metrics & Revenue Intelligence

• Be the company's expert on SaaS bookings modeling - truly understand the drivers of the business and how to influence action to reaccelerate ARR growth
• Analyze cohort performance, net retention, expansion revenue, churn waterfall, and snowball effects to provide actionable insights
• Model gross and net retention, ARR bookings, and quota-carrying rep productivity and capacity
• Provide deep insights into "source of truth" topline KPIs and trends, driving automation and consistency in revenue and metric reporting
• Forecast SaaS business performance with precision, translating leading indicators into forward-looking views for leadership and the board

Business Partnering & Strategic Advisory

• Act as a trusted advisor and strategic finance partner to department heads, building strong, collaborative relationships across the organization
• Support contract structuring, pricing strategy, and profitability analysis
• Review key initiatives (new product launches, marketing programs, services engagements) for financial viability and ROI
• Analyze revenue-to-expense ratios to optimize resource allocation and improve sales efficiency
• Develop a regular cadence to update and mature market share analysis, competitive analysis, and strategic plans

Reporting, Dashboards & Analytics

• Deliver accurate and timely financial reports, dashboards, and KPIs for executive and departmental stakeholders
• Monitor performance against budgets, identify risks and opportunities, and recommend corrective actions
• Analyze company-wide profitability by multiple dimensions (product, customer segment, geography, channel)
• Implement and manage scalable policies and processes that optimize accuracy and timeliness of financial reporting, business operations, and external metric reporting

Accounting & Revenue Recognition Partnership

• Partner with Accounting to ensure accurate and compliant revenue recognition under ASC 606 for SaaS and services contracts
• Support reconciliations of deferred revenue, project margins, and key balance sheet accounts
• Assist in audit preparation and internal control compliance

Operational Excellence & Process Automation

• Drive continuous improvement in financial planning, reporting, and operational processes
• Collaborate with HR and department leads to align headcount planning with business priorities
• Lead or participate in system and process automation initiatives to improve financial efficiency
• Build scalable FP&A templates, dashboards, playbooks, and operating rhythms that support company growth
• Ensure compliance with GAAP, internal policies, and audit standards; support internal controls and financial governance

M&A Support (Nice-to-Have)

• When applicable, support M&A integration efforts including performance tracking, post-acquisition reporting, and synergies realization

What Success Looks Like
Within your first 12-18 months, you'll know you're winning when:

• Forecast accuracy is consistently within tight variance bands across revenue, expense, and headcount
• FP&A cycle times have improved and stakeholders describe the planning experience as world-class
• The executive team and board have real-time visibility into the ARR waterfall - new bookings, expansion, contraction, and churn - and their forward trajectory
• Scalable FP&A templates, dashboards, playbooks, and operating rhythms are in place and actively used across the business
• SaaS unit economics and cohort trends are clearly understood and inform investment decisions
• Cross-functional partnerships with Sales, Product, Customer Success, and Accounting are strong and collaborative
• Your data-driven insights are directly influencing capital allocation and go-to-market strategy

Key Performance Indicators

• Forecast accuracy (revenue, expense, headcount) - variance to plan
• ARR waterfall precision: new bookings, expansion, contraction, and churn forecast vs. actuals
• Cohort analysis depth: retention curves, expansion trends, and LTV/CAC by segment
• Net Dollar Retention (NDR) tracking accuracy and trend visibility
• Budget cycle time: days from kickoff to board-ready budget package
• Rolling forecast refresh cadence and turnaround time
• Rule of 40 tracking and scenario modeling completeness
• Stakeholder satisfaction scores from business partners
• Financial model coverage: percentage of key business decisions supported by FP&A models
• Automation rate: measurable reduction in manual reporting and data consolidation effort

Required
What You Bring

• Bachelor's degree in Finance, Accounting, Economics, or related field (MBA preferred)
• Typically 8+ years of progressive FP&A experience, with at least 3 years in a leadership or senior strategic finance role
• SaaS-business or enterprise-scale corporate finance experience in a company with at least $300M revenue, or in a late-stage startup environment
• Strong command of SaaS metrics: ARR, NDR, CAC, LTV, churn, gross margin, Rule of 40, and cohort analysis
• Deep knowledge of ASC 606 revenue recognition for subscription and services contracts
• Proven ability to build driver-based financial models - 3-statement and subscription modeling - in Excel and modern FP&A tools
• Experience with financial systems such as Salesforce, Workday Financials, and Adaptive
• Experience working with large datasets and tools like SQL or BI platforms
• Track record of building and mentoring high-performing FP&A teams in results-driven, collaborative cultures
• Outstanding communication skills with the ability to convey complex financial concepts to diverse audiences, including board-level presentations
• Self-starter capable of driving business results without significant supervision
• Rigorous, detail-oriented, with the highest regard for accuracy and completeness

Preferred

• Hospitality technology, enterprise software, or high-growth SaaS industry experience
• Experience with tools such as Anaplan, Adaptive Insights, or Tableau
• Background in private equity, investment banking, or management consulting
• Experience supporting M&A integration and post-acquisition financial reporting

• Ready to build something extraordinary? If you're a strategic, detail-oriented finance leader who thrives in a fast-paced SaaS environment and wants to shape the financial future of hospitality technology - we'd love to hear from you.

Location

This role is based out of our Frisco, TX office and follows a hybrid schedule (2-3 days per week in office), with travel as needed.

What We Offer

We believe great work deserves great support. Here's what you can expect:

• Very competitive compensation

• Generous Paid Time Off (25 PTO days)

• 8 Hours Annually Volunteer Time Off (VTO)

• Comprehensive medical, dental, and wellness program

• 12 weeks paid parental leave

• Flexible working arrangements

• Formal and informal reward, recognition, and acknowledgement programs

• Fun and engaging employee development events