Talent.com
Director, FP&A

Director, FP&A

HighLevelWashington, DC, US
23 days ago
Job type
  • Full-time
Job description

Director, Corporate Financial Planning & Analysis

HighLevel is seeking an experienced Director, Corporate Financial Planning & Analysis (FP&A) to join our growing Finance team. This is an exciting opportunity to play a pivotal role in spearheading our core financial planning and reporting activities by partnering closely with other cross-functional leaders. You will help both set the vision for FP&A strategy + processes, and own execution of that vision to create a best-in-class function. We are looking for someone with extremely strong problem-solving and communication skills that has a track record of leading and scaling corporate FP&A functions within rapidly growing SaaS businesses. You will report directly to the Head of Finance.

What You Will Do

  • Own the timely delivery of consolidated financials (IS, BS and CF) and report performance against our financial targets / operational KPIs, enabling senior leaders and other key decision makers to optimize the performance for their respective functions.
  • Lead our forecasting process and strategic planning cycles, including : (i) defining process, timelines and deliverables, (ii) partnering directly with stakeholders to quarterback the process, (iii) preparing consolidated views of the business and (iv) clearly articulating the results / recommendations to C-suite to determine optimal resource allocation.
  • Own company-wide headcount planning, partnering closely with People Ops and Talent Acquisition to align hiring plans with financial forecasts, ensure visibility into resource investments, and drive accountability across functions.
  • Lead our Corporate FP&A function, including hiring + managing a top-tier team to support the growth and complexity of our business
  • Identify and execute opportunities to streamline and / or automate our core reporting processes in partnership with other key stakeholders, including Accounting, other members of the Finance team and the Revenue Operations team
  • Manage and optimize financial planning tools (e.g. Abacum / other next-gen FP&A tools) and any future tools, including identifying opportunities to better integrate existing business data into our financial systems
  • Own financial reporting for executive and board level audiences, including development of board materials, dashboards and scenarios analysis that highlight opportunities and risks.
  • Perform various ad-hoc analysis for leaders and key decision makers

What You Bring

  • Bachelor's in Accounting, Finance, or related field (CPA is preferred, but not required)
  • 10+ years of progressive experience across a combination of Corporate FP&A, strategic finance, investment banking or private equity, including at least 4+ years in leading the FP&A function at a growth-stage and / or private equity-backed business and 4+ years of people management experience
  • Experience in SaaS, preferably with a usage-based business model component
  • Strong understanding of GAAP and non-GAAP reporting metrics in software, financial reporting and internal controls
  • Lead change management efforts within G&A - as well as being a driver of change cross-functionally - ensuring smooth transitions during process improvements and organizational shifts
  • Experience with public company quarterly close, reporting cadence, setting guidance, etc.
  • Excellent business partnering skills, particularly with non-financial leaders across all levels of an organization
  • Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome
  • Ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making
  • Extremely detail oriented, highly organized and able to balance multiple projects / thrive in a fast-paced environment
  • Desire to be a "player-coach" - not only leading the team, but also track record of building and improving existing processes / systems
  • Advanced experience with Excel / Google sheets, next gen FP&A tools (e.g. Abacum, Pigment, etc.) and BI tools (Tableau)
    • Create a job alert for this search

    Director • Washington, DC, US