Director of Financial Planning and Analysis

About AllianceHCM

AllianceHCM is a SaaS payroll and human capital management platform serving approximately 5,000 employer clients and 500,000 worksite employees. With deep expertise in the restaurant and hospitality sectors, AllianceHCM delivers integrated payroll, tax, HR, and workforce management solutions.

Position Summary

The FP&A Director will own both the forward-looking financial planning and the finance and accounting reporting functions at AllianceHCM. This dual-mandate role builds and maintains the models, budgets, and analyses that drive capital allocation, pricing decisions, and long-range strategic planning, while also owning the design, production, and delivery of all internal and external financial reporting, management reporting, and performance metrics.

The CFO has been carrying this work directly. The foundation is solid, but as AllianceHCM makes bigger, more coordinated long-term investment decisions across product, go-to-market, and operations, this role adds the dedicated analytical capacity to keep pace. The financial planning and reporting infrastructure needs deeper models, more rigorous forecasting, faster reporting cycles, and the horsepower to evaluate trade-offs across a growing set of strategic initiatives.

This role reports directly to the CFO with direct exposure to the board. You will be in the room shaping the financial narrative and influencing strategic decisions, not preparing materials from the sideline. You are supported by a three-person finance and accounting team. The accounting, controls, and transactional infrastructure are in place; your focus is the analytical and strategic layer on top.

As the company scales, this role is expected to grow into a team leadership position, building and leading an FP&A function.

Financial and Management Reporting

• Own the design, production, and delivery of all internal and external financial reporting, including monthly, quarterly, and annual packages
• Build and maintain management reporting infrastructure across P&L, balance sheet, cash flow, and operating metrics
• Develop and distribute KPI dashboards and scorecards for leadership, department heads, and the board
• Deliver variance commentary that explains the delta, its significance, and the appropriate response
• Ensure reporting accuracy, timeliness, and alignment across all finance outputs; establish and enforce reporting standards and cadences

Financial Planning and Forecasting

• Build and maintain driver-based, three-statement financial models for annual budgets, rolling forecasts, and multi-year strategic plans
• Develop scenario and sensitivity analyses that stress-test growth, retention, and margin assumptions
• Lead the annual budget process end-to-end, including timelines, templates, consolidation, and sign-off
• Partner with department heads to build, monitor, and reforecast departmental budgets with actionable variance analysis
• Serve as finance partner across the organization to build business cases, headcount planning, and investment decisions (including M&A)

Profitability and Revenue Analytics

• Develop and maintain profitability views by product, service line, partner channel, and customer segment
• Analyze pricing structures, ARR composition, and revenue quality metrics; support pricing decisions with data-driven recommendations
• Track cohort-level retention, expansion, and churn trends; monitor SaaS KPIs including NRR, CAC, LTV, and unit economics
• Benchmark against SaaS/HCM peers on financial and operational metrics

Board and Executive Reporting

• Prepare financial content for board decks, including ARR/EBITDA waterfalls, scenario analyses, and KPI dashboards
• Support the CFO in shaping the financial narrative for board meetings, investor updates, and strategic planning sessions

Required Qualifications

• 8 to 12 years of progressive experience in FP&A and/or financial reporting at a SaaS, recurring-revenue, or subscription business
• Demonstrated experience building driver-based three-statement models and owning multi-year forecasts
• Track record of owning management reporting infrastructure, not just contributing to it
• Experience running full budget cycles and producing board-ready materials
• Advanced command of Excel
• Ability to translate complex financial analysis into clear, precise executive-level narratives
• Bachelor’s degree in Finance, Accounting, Economics, or related field

Preferred Qualifications

• HCM, payroll, workforce management, or services-heavy SaaS experience
• SQL proficiency or comfort pulling data from operational databases independently
• Familiarity with Accounting systems and FP&A tools
• M&A diligence, integration planning, or PE-backed reporting experience