Director, Financial Planning & Analysis

Director, Financial Planning & Analysis (FP&A)

📍 Boston, MA

Global SaaS Organization

We’re partnering with a SAAS company on a high-impact Director of FP&A opportunity for a commercially minded finance leader who wants to play a key role in shaping the company’s financial strategy and continued growth.

🌟 Why This Opportunity?

This is much more than a traditional FP&A leadership role. You’ll serve as a strategic partner to the executive team, lead a global FP&A function, and help build a best-in-class finance organization within a growing SaaS business.

You’ll report directly to the VP of Finance and work closely with the CFO, executive leadership, and cross-functional business leaders.

🔑 What You’ll Own

• Lead the company’s annual operating plan, long-range strategic planning, and monthly forecasting

• Own financial performance analysis and translate results into meaningful business insights

• Prepare monthly, quarterly, and annual financial reporting for the executive team and Board of Directors

• Develop and monitor KPIs and financial/operational metrics

• Partner with Commercial, G&A, R&D, and other business leaders to drive informed decision-making

• Support M&A activities, valuation modeling, due diligence, and financial scenario planning

• Drive continuous improvement across FP&A systems, processes, reporting, and analytics

• Lead and develop a 3-person Boston-based FP&A team consisting of an Analyst and two Senior Analysts

• Help establish a strong FP&A “brand” across the organization and elevate Finance as a strategic business partner

💡 What We’re Looking For

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

• 8 years of progressive FP&A experience, including at least 4 years in a leadership/management capacity

• Proven experience leading annual budgeting and multi-year planning cycles

• Advanced financial modeling and data analysis skills, including Excel and Adaptive

• Strong understanding of GAAP/IFRS and financial reporting

• Experience with financial change management, M&A integration, reorganizations, or similar initiatives

• Exceptional analytical, problem-solving, communication, and presentation skills

• Ability to influence and partner effectively with senior leadership and cross-functional teams

⭐ Preferred Experience

• MBA or CFA

• Global/multi-currency financial reporting experience

• NetSuite, Workday Adaptive, and Business Intelligence platforms

• Experience transitioning or integrating financial systems into a broader enterprise architecture

🚀 The Impact

This is an opportunity to build, influence, and transform the FP&A function—not simply manage it. You’ll have significant autonomy and executive visibility while helping create the systems, processes, insights, and financial discipline that support the company’s next stage of growth.

If you’re a senior FP&A leader ready to take on a highly visible role within a global SaaS organization, I’d love to connect.

📩 Interested or know someone who may be a great fit? Send me a message or apply directly.