Director, Financial Planning & Analysis (FP&A)

Job Description Job Description

Location: Tampa, FL
Reports To: Chief Financial Officer

Position Summary

We are seeking a strategic, data-driven, and operationally minded FP&A leader to elevate our financial planning and analysis function and serve as a trusted advisor to executive leadership. This role is pivotal in driving business outcomes through financial insight, performance management, process optimization, and systems enhancement.

The Director of FP&A will lead the company's planning, forecasting, reporting, and analytical capabilities while partnering across the organization to improve decision-making, profitability, operational efficiency, and long-term value creation. The ideal candidate brings deep experience in SaaS and professional IT services environments, a proven ability to lead transformation initiatives, influence executive decision-making, and build high-performing teams.

Key Responsibilities

Strategic Leadership

• Partner with the CFO and executive leadership team to define and execute the company's long-term financial strategy and vision.

• Translate corporate strategy into actionable financial plans, key performance indicators (KPIs), and measurable business outcomes.

• Develop financial models and business cases to support strategic initiatives, investments, acquisitions, and growth opportunities.

• Establish FP&A as a trusted business partner and thought leader across the organization.

• Support board, lender, and executive reporting by developing insights that highlight performance, risks, opportunities, and strategic recommendations.

• Lead financial analysis supporting product investments, R&D initiatives, pricing strategies, and market expansion opportunities.

• Monitor industry trends, competitive benchmarks, and emerging business risks to inform strategic decision-making.

Financial Planning & Performance Management

• Lead the annual budgeting process, monthly/quarterly forecasting cycles, and long-range strategic planning activities.

• Own forecasting methodologies for revenue, bookings, renewals, backlog, gross profit, EBITDA, cash flow, and key operational metrics.

• Partner with business leaders to improve forecast accuracy, scenario planning, risk assessment, and financial accountability.

• Develop and maintain enterprise-wide KPI frameworks and dashboards that drive performance visibility across the organization.

• Conduct variance analysis and performance reviews, identifying trends, risks, and corrective actions.

• Lead monthly and quarterly business reviews with executive leadership teams.

Business Partnership & Operational Excellence

• Serve as the primary finance business partner to functional leaders across Sales, Delivery, Customer Success, Product, Technology, and Corporate Operations.

• Challenge assumptions, provide strategic recommendations, and influence decisions related to investments, resource allocation, pricing, and operational priorities.

• Partner with Sales and Customer Success leadership to evaluate pipeline health, conversion trends, renewals, churn, customer profitability, and revenue growth opportunities.

• Collaborate with Delivery leaders to improve project profitability, utilization, capacity planning, workforce management, and resource allocation.

• Partner with Finance Operations and Accounting teams to improve cash flow forecasting, working capital management, DSO performance, and liquidity planning.

• Identify opportunities to improve margins, operational efficiency, and overall business performance.

Data, Systems & Transformation

• Lead the implementation, optimization, and enhancement of financial planning, reporting, and analytics platforms.

• Develop scalable financial reporting and analytics capabilities that provide timely, actionable insights to business leaders.

• Champion automation, AI, and system integration initiatives that improve efficiency, reduce manual effort, and enhance data quality.

• Lead the development of a scalable financial data and reporting architecture that creates a single source of truth for financial and operational performance.

• Ensure strong governance, consistency, and integrity of financial and operational data across reporting systems.

Team Leadership & Development

• Build, mentor, and develop a high-performing FP&A organization with a culture of accountability, continuous improvement, curiosity, and business partnership.

• Establish clear goals, development plans, and performance expectations for team members.

• Redesign planning and reporting processes to improve the speed, accuracy, and relevance of financial outputs.

• Promote a culture of proactive problem-solving, cross-functional collaboration, and data-driven decision-making.

Qualifications

• 10+ years of progressive FP&A experience, with at least 5 years in a leadership role.

• Demonstrated experience leading FP&A within a SaaS, technology, professional services, or managed services environment preferred.

• Deep understanding of SaaS and recurring revenue metrics, including ARR, MRR, churn, retention, CAC, LTV, bookings, and renewals preferred.

• Strong knowledge of professional services financial metrics, including utilization, project profitability, resource planning, and gross margin management.

• Proven track record of partnering with executive leadership to influence business outcomes through financial insight and strategic thought leadership.

• Experience supporting executive leadership, board presentations, and lender or investor reporting.

• Experience evaluating strategic investments, acquisitions, and business cases.

• Strong understanding of revenue recognition principles and financial reporting concepts.

• Experience with ERP and FP&A solutions (Microsoft Dynamics F&O, Adaptive Planning, Anaplan, Power BI, or similar platforms) preferred.

• Experience implementing AI-enabled reporting, planning, and analytics solutions preferred.

• Strong leadership, communication, presentation, and stakeholder management skills.