Director of Financial Planning & Analysis (FP&A) - Remote

Overview

Our client, a venture-backed SaaS startup with Monterrey/New York presence in a high-growth environment, is looking for a strategic and analytical Director of Financial Planning & Analysis (FP&A) to lead their financial forecasting, budgeting, and strategic planning processes.

In Short

• Lead, mentor, and develop the FP&A team to build a high-performing function
• Lead annual operating planning, rolling forecasts, and long-term financial planning focused on recurring revenue KPIs (ARR, NRR, GRR)
• Manage multi-entity planning and analysis for consolidated visibility and intercompany alignment
• Build and maintain robust financial models and scenario analyses for strategic decision support
• Evaluate capital allocation decisions including resource planning and investment prioritization
• Track and analyze KPIs (Customer Expansion, Churn & Downsell, Payback, CAC) to optimize performance
• Ensure consistent metric definitions and reporting integrity across systems (Hubspot, ICON)
• Partner with Sales, Customer Success, Marketing, and other teams to evaluate business performance
• Support strategic initiatives (product launches, market expansion) with data-driven financial analysis
• Drive automation and continuous improvement of FP&A processes, tools, and systems
• Support board and investor communications with clear financial narratives and forward-looking insights
• Prepare executive-level financial presentations

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred
• 8-12 years of progressive experience in financial planning and analysis, with 3-5 years in a leadership role including mentoring and developing an FP&A team
• Substantial FP&A experience in a SaaS environment
• Strong expertise in financial modeling, forecasting, and scenario analysis
• Proficiency with financial systems and advanced Excel skills
• Experience in treasury management and knowledge of transfer pricing principles
• Experience with multi-entity financial consolidation and reporting
• Excellent analytical, communication, and presentation skills
• Ability to thrive in a fast-paced environment and manage multiple priorities

Benefits

• Opportunities for professional growth and advancement
• Supportive, values-driven team environment