What are the responsibilities and job description for the Director, Financial Planning and Analysis position at W3Global?
Job Description
The Director of Financial Planning & Analysis (FP&A) will serve as a key partner to the CFO and senior leaders, translating financial data into actionable insights that drive business performance. This role owns the company's planning processes-including annual budgeting, rolling forecasts, and long-range planning-while ensuring accuracy, transparency, and accountability across the organization.
This individual will lead the development and maintenance of financial models, provide clear visibility into business performance, and identify risks and opportunities to support strategic decision-making. As a player/coach, the Director will balance hands-on analytical work with team leadership, helping to scale FP&A capabilities as the business grows.
What You'll Be Doing
Modernize FP&A Practices: Integrate advanced analytics, modern planning tools, and real-time data to transform FP&A into a proactive, strategic partner to the Business. Implement processes that enable continuous forecasting and agile decision-making. Develop, maintain, and enhance the company's financial models (including full P&L and key SaaS metrics).
Enable SaaS Revenue Insights: Incorporate key metrics such as ARR, CARR, churn, and healthcare-specific performance indicators / KPIs into financial planning and analysis. Develop customer-centric metrics and leverage external benchmarking to improve forecasting accuracy to surface trends and support business planning.
Lead Planning & Forecasting: Drive the annual operating plan, rolling forecasts and long-range planning process, incorporating scenario modeling, sensitivity analysis, and strategic investment recommendations. Ensure plans are granular, dynamic, and aligned with evolving business models.
Deliver Actionable Insights & Reporting: Source and monitor core KPIs, identify internal and external industry trends, and translate complex data into clear, compelling narratives for senior leadership and private equity investors. Provide insights that influence resource allocation, operational efficiency, and create business activities to improve revenue growth.
Collaborate Across Functions: Partner closely with Sales Operations, Marketing, Product, Development, and Customer teams to validate assumptions, align financial strategies with business goals, and challenge inputs constructively to improve accuracy and impact.
Build High-Performing Team: Recruit, mentor, and develop FP&A talent, fostering a culture of analytical rigor, collaboration, and continuous improvement. Champion best practices and innovation within the team.
Qualifications
Education
Bachelor's degree in Finance, Accounting, Economics, or related field
Experience
8-12 years of progressive experience in FP&A or corporate finance, including experience scaling FP&A processes in a high-growth and / or investor-backed business
Expertise in SaaS and subscription-based metrics to support scenario planning and advanced financial modeling
Experience owning budgeting and forecasting processes
Experience managing or mentoring team members
Experience supporting Board-level reporting
Qualities
Strong business partnership mindset with the ability to influence decision-making
High integrity, ownership, and attention to detail
Comfortable operating in a fast-paced, evolving environment
Player/coach mentality-willing to roll up sleeves while leading others
Skills
Advanced financial modeling and analytical skills, including fluency with Microsoft Excel (Claude AI Excel experience a plus)
Strong communication skills, with the ability to translate financial data into clear insights
Experience working with core financial planning & ERP systems (e.g., Workday Adaptive, NetSuite, Salesforce)
Ability to manage multiple priorities and drive projects to completion
The Director of Financial Planning & Analysis (FP&A) will serve as a key partner to the CFO and senior leaders, translating financial data into actionable insights that drive business performance. This role owns the company's planning processes-including annual budgeting, rolling forecasts, and long-range planning-while ensuring accuracy, transparency, and accountability across the organization.
This individual will lead the development and maintenance of financial models, provide clear visibility into business performance, and identify risks and opportunities to support strategic decision-making. As a player/coach, the Director will balance hands-on analytical work with team leadership, helping to scale FP&A capabilities as the business grows.
What You'll Be Doing
Modernize FP&A Practices: Integrate advanced analytics, modern planning tools, and real-time data to transform FP&A into a proactive, strategic partner to the Business. Implement processes that enable continuous forecasting and agile decision-making. Develop, maintain, and enhance the company's financial models (including full P&L and key SaaS metrics).
Enable SaaS Revenue Insights: Incorporate key metrics such as ARR, CARR, churn, and healthcare-specific performance indicators / KPIs into financial planning and analysis. Develop customer-centric metrics and leverage external benchmarking to improve forecasting accuracy to surface trends and support business planning.
Lead Planning & Forecasting: Drive the annual operating plan, rolling forecasts and long-range planning process, incorporating scenario modeling, sensitivity analysis, and strategic investment recommendations. Ensure plans are granular, dynamic, and aligned with evolving business models.
Deliver Actionable Insights & Reporting: Source and monitor core KPIs, identify internal and external industry trends, and translate complex data into clear, compelling narratives for senior leadership and private equity investors. Provide insights that influence resource allocation, operational efficiency, and create business activities to improve revenue growth.
Collaborate Across Functions: Partner closely with Sales Operations, Marketing, Product, Development, and Customer teams to validate assumptions, align financial strategies with business goals, and challenge inputs constructively to improve accuracy and impact.
Build High-Performing Team: Recruit, mentor, and develop FP&A talent, fostering a culture of analytical rigor, collaboration, and continuous improvement. Champion best practices and innovation within the team.
Qualifications
Education
Bachelor's degree in Finance, Accounting, Economics, or related field
Experience
8-12 years of progressive experience in FP&A or corporate finance, including experience scaling FP&A processes in a high-growth and / or investor-backed business
Expertise in SaaS and subscription-based metrics to support scenario planning and advanced financial modeling
Experience owning budgeting and forecasting processes
Experience managing or mentoring team members
Experience supporting Board-level reporting
Qualities
Strong business partnership mindset with the ability to influence decision-making
High integrity, ownership, and attention to detail
Comfortable operating in a fast-paced, evolving environment
Player/coach mentality-willing to roll up sleeves while leading others
Skills
Advanced financial modeling and analytical skills, including fluency with Microsoft Excel (Claude AI Excel experience a plus)
Strong communication skills, with the ability to translate financial data into clear insights
Experience working with core financial planning & ERP systems (e.g., Workday Adaptive, NetSuite, Salesforce)
Ability to manage multiple priorities and drive projects to completion
Salary : $185,000 - $200,000