Bachelor's or Master's degree in Finance, Accounting, Economics, or related field
7+ years of experience in FP&A, commercial finance, or business partnering, preferably in SaaS or professional services
Strong financial modeling and analytical skills for both detailed and executive-level discussions
Located in the Eastern Time Zone for real-time collaboration with leadership
Advanced Excel skills for complex modeling and data analysis
Deep understanding of professional services economics, including revenue recognition and margin drivers
Self-starter with a proactive approach to analysis and decision-making
Interest in AI and automation for enhancing FP&A processes
Responsibilities
Lead forecasting and annual budgeting for North America across Ultimo and FSI
Build project-level reporting to provide insights into margins and revenue recognition
Drive utilization, capacity, and resource planning for the services organization
Transform monthly performance data into actionable business insights
Collaborate with North American leadership, Sales, and Services on key business decisions
Champion the use of AI and automation to enhance Finance processes
Benefits
Highly visible role with ownership and influence over decisions
Collaborative global Finance team across Europe, North America, and Sri Lanka
Opportunity to shape a modern, AI-enabled Finance function
International SaaS environment with extensive growth opportunities
Competitive compensation and benefits
Full Job Description
Job Description
This is a high-impact FP&A role at the heart of our North American business. As the senior Finance business partner for Ultimo and FSI, you will work closely with regional leaders and help shape decisions on pricing, hiring, investment and growth. You will bring financial insight into the conversation early - not simply report on decisions after they have been made.
From day one, you will have meaningful ownership. An early focus will be strengthening financial visibility across our services organization: building a forecast model leaders can rely on, sharpening our view of project margins and services revenue recognition, and improving how we plan capacity and resources. You will also play a key role in the 2027 budgeting process and help us use AI and automation to make Finance faster, smarter and more scalable.
Key Responsibilities
Lead forecasting and annual budgeting for North America across Ultimo and FSI
Build strong project-level reporting and provide clear insight into project margins and services revenue recognition
Drive utilization, capacity and resource planning for the services organization
Turn monthly performance data - including revenue, ARR, gross margin, services margin and operating costs - into actionable business insight
Partner closely with North American leadership, Sales and Services on pricing, hiring, investment and other key business decisions
Champion practical opportunities to use AI and automation to improve the speed, quality and scalability of Finance processes
What We Offer
A highly visible role in one of our strategic growth markets, with real ownership and the opportunity to influence decisions
An ambitious, collaborative global Finance team spanning Europe, North America and Sri Lanka
The opportunity to help shape a modern, AI-enabled Finance function rather than simply operate within an established model
An international SaaS environment with the scale and opportunities of the wider IFS group
Competitive compensation and benefits
Qualifications
Bachelor's or Master's degree in Finance, Accounting, Economics or a related field
7+ years of experience in FP&A, commercial finance or business partnering, ideally within SaaS and/or professional services
Strong financial modeling and analytical skills, with the ability to move confidently from detailed project economics to executive-level conversations
Based in the United States within the Eastern Time Zone. This is required to ensure real-time collaboration with North American leadership and our European Finance team
Advanced Excel skills, from complex financial modeling to efficient analysis and data handling
A strong understanding of professional services economics, including revenue recognition, utilization and margin drivers
A self-starter mindset: comfortable working independently, challenging assumptions and turning analysis into action
Curiosity about AI and automation, with an interest in applying new tools to scale and strengthen FP&A
