Director of Finance, Financial Planning & Analysis (FP&A)Position OverviewThe Director of Finance, FP&A is a revenue-focused finance leader responsible for forecasting, modeling, and analyzing revenue performance across products, customers, and go-to-market motions. This role requires payments industry experience and the ability to translate revenue and customer economics into clear business insights. The Director will serve as a trusted partner to senior leaders, support key business decisions, and manage a Senior-level analyst.
Primary ResponsibilitiesPlanning, Budgeting & Forecasting- Lead revenue planning, budgeting and forecasting across all products and go-to-market motions.
- Build revenue models using current trends, KPIs, and operating metrics to forecast future performance.
- Partner with Sales and leadership to translate budget assumptions into revenue targets, sales capacity needs, and achievable growth expectations.
Analysis & Performance Management- Analyze revenue and volume performance versus forecast, budget, and prior year across channels and products.
- Track revenue KPIs and explain key variances, trends, and business impact.
- Own revenue bridge analysis across new business, attrition, pricing, volume, product mix, and customer changes.
- Support ad hoc analysis of customer profitability, product economics, pricing, volume, take rate, and transaction trends.
- Compare economics across products, customers, segments, and go-to-market channels.
Executive, Board & Lender Reporting- Prepare revenue materials for executive, Board, investor, and lender presentations.
- Own revenue reporting for the Monthly Operating Review, ensuring a clear financial narrative supported by metrics and business context.
Business Partnership & Process Improvement- Serve as a trusted finance partner for product, pricing, go-to-market, and revenue decisions.
- Partner with Sales and Revenue Intelligence to assess pipeline quality, conversion trends, timing risk, forecast risk, and revenue achievability.
- Improve forecast accuracy by tracking variances, identifying root causes, and refining revenue assumptions.
- Improve FP&A processes by reducing manual effort, increasing accuracy, and standardizing recurring reporting.
- Partner with Enterprise Data and BI to improve data quality, reporting infrastructure, and forecasting capabilities.
Leadership & Team Development- Manage and develop a Senior-level analyst with clear ownership, consistent deliverables, and strong analytical standards.
- Foster an analytical culture focused on partnership, accountability, continuous improvement, and value creation.
Minimum Qualifications- 8+ years of FP&A, revenue finance, strategic finance, or related experience.
- Payments industry experience required, including payment revenue models, pricing, transaction volume, take rate, and customer/product profitability.
- Proven ability to operate as a self-starter in a hands-on, fast-paced environment.
- Advanced financial modeling and analytical skills, with strong Excel proficiency.
- Strong executive communication skills, with experience presenting insights to senior leadership.
- Ability to manage multiple priorities and partner effectively across functions.
- Experience managing or mentoring analysts preferred.
- Working knowledge of U.S. GAAP and revenue recognition concepts.
- NetSuite, NSPB, Salesforce, BI, or similar systems experience preferred.
- Bachelor's degree in Finance, Accounting, Economics, or related field required.
Compensation & Benefits- $160,000 - $210,000 annual total compensation (commensurate with experience)
- Competitive Medical Health Plans, Low, Mid, High.
- Employer Paid Low Medical Plan for Employee & Dependents (HSA Eligible)
- Employer Paid Dental & Vision for Employee
- Employer Paid Life Insurance for Employee
- Employer Paid Long-term Disability for Employee
- Employer Paid Hospital Confinement for Employee ~ (If enrolled in Medical)
- + Voluntary Supplemental Insurance Coverage Options
- 20 days PTO & 7 Sick Days Annually
- 10 Fixed Paid Holidays Off Annually
- 401(k) Matching up to 3%
