Job Title: Director, Financial Planning and Analysis (FP&A)

Location: Remote

Company Overview:

Chartbeat and Tubular are two of the most impactful products in media today, offering unparalleled access to content insights for 1,000 media companies, including the New York Times, Disney, and the BBC. Our products give insight to media leaders on how their content is being consumed across websites, apps, YouTube, Facebook, and TikTok.

We are looking for a Director of Financial Planning and Analysis (FP&A) to join our finance team. This position offers a unique opportunity to contribute to our company's financial success. As a critical member of our finance department, you will play a pivotal role in shaping our financial strategy and ensuring its alignment with our objectives. 

If you're a results-oriented professional with a strong FP&A background and a passion for Finance and Data, and you're seeking an exciting opportunity to join a fast-paced, high-growth company where you can make an immediate, visible impact, apply now! We can't wait to hear from you!

Position Overview:

The Director of FP&A will be responsible for all global financial planning, budgeting, and forecasting and for providing in-depth analysis of company performance to support decision-making. This position will play an integral support role for the senior leadership team. It will work closely with the CEO, CFO, Corporate Controller, and senior stakeholders to help scale the business and implement strategic objectives. 

Key Duties & Responsibilities

• Take ownership of the core financial model and drive the business's planning agenda, cadence, and financial metrics

• Lead P&L reporting and forecasting processes (monthly, quarterly, annual, and long-range plans) with a high degree of accuracy and transparency

• Lead & manage cash flow, budget & scenario planning

• Develop annual budget, costing, planning, budgeting, forecasting, and actuals vs. budget/forecast reporting and analysis

• Collaborate with leaders across the company to recap budget vs. actuals and provide department-specific insights/reporting

• Collaborate with the CFO and executive team to develop and execute the company's financial strategy. Continuously assess and adjust the financial strategy to align with market conditions and business objectives

• Act as a critical liaison between the finance department and other functional areas, ensuring that financial goals and objectives are understood and integrated into departmental plans and initiatives

• Support our month and quarter close activities, including financial reporting, budget vs. actuals analysis, commission/bonus calculations, SaaS KPIs, board reporting, etc

• Prepare and present financial reports, variance analyses, and insights to senior leadership and stakeholders. Ensure that financial information is communicated effectively to support informed decision-making at all levels

• Prepare in-depth analyses of company performance, including identifying critical KPIs and SaaS metrics

• Conduct ad-hoc financial analysis and scenario modeling as needed to support decision-making. Provide analytical support for special projects and initiatives, offering data-driven insights and recommendations

• Lead preparation of quarterly presentations for the Board of Directors

• Prepare monthly and quarterly investor and lender compliance reports

• Collaborate with cross-functional teams to evaluate strategic initiatives, investments, and potential M&A activities. Conduct comprehensive financial due diligence to assess the financial viability of such ventures.

Minimum Qualifications

• 10 years of FP&A experience with an emphasis on forecasting, financial analysis, and modeling 

• Bachelor's degree in Finance, Accounting, or a related field

• CPA/MBA/CFA is preferred

• Prior experience having worked for a private equity-backed firm is preferred.

• Netsuite experience is mandatory.

• Extensive experience in financial planning and analysis, with a preference for SaaS or technology industry exposure.

• Proficient in financial modeling, forecasting, and data analysis

• Strong communication skills and attention to detail

• Advanced proficiency in Excel, PowerPoint, and financial software (Netsuite experience is mandatory) 

• Strategic mindset with a focus on continuous improvement.

• Ability to thrive in a remote work environment, balancing independent tasks with collaborative teamwork

• Demonstrated ability to partner with Executives in Sales, Marketing, Product, and Data Science

• Demonstrated ability to lead organizations through ambiguity

• Demonstrated bias toward action

• Excellent written and oral communication and presentation skills

• The highest standard of professionalism, ethics, and kindness

• Must be based in the USA and eligible to work in the United States

The Company Overview (Business & Culture) 

Chartbeat’s (www.chartbeat.com) mission is to help content creators around the world better connect with their audiences. Leading media brands — including The New York Times, ESPN, the Washington Post, the BBC, and CNN — trust our suite of analytics and optimization tools to understand digital audience behavior and strengthen their content strategies. 

You'll be joining a group of focused, hard-working, people who are passionate about doing work that's challenging and fun—and who strive to maintain a healthy work/life balance.

Compensation and Benefits

We are proud to offer our team members a competitive compensation plan that includes: 

• Comprehensive Health, Dental, and Vision Insurance

• 401K with company match (100% of the first 3% and 50% of the next 2%)

• Fully Paid Parental Leave - 18 weeks for birthing parents, 12 weeks for non-birthing parents

• $100/month phone and internet stipend

• $50/month book and wellness reimbursement

• $250/year lifelong learning and development reimbursement

• $100/month coworking space reimbursement

• $300 stipend for home office setup

• Flexible work hours

• Unlimited PTO

• 11 paid holidays and December holiday closure

• Company-wide outings

• Hackweeks

Diversity, Equity, and Inclusion Statement

At Chartbeat, we strive to create and continually grow as a company where all employees can be their authentic selves. We are committed to recruiting, hiring, and retaining employees from different backgrounds, viewpoints, and experiences. Our strength is our diversity, and we are dedicated to continuously reflecting upon and evolving our efforts to maintain a diverse, equitable, and inclusive ecosystem. 

Equal Opportunity Employment Statement 

Chartbeat is an Equal Opportunity Employer and does not discriminate based on race, color, gender, sexual orientation, gender identity or expression, religion, disability, national origin, protected veteran status, age, or any other status protected by applicable national, federal, state, or local law.