Sr. Director, Financial Planning & Analysis (fp&a)

WebFX

Fort Myers, FL, United States
Compensation: negotiable; bonus/equity: bonus pote...
On-site
8 to 12 years fp&a experience
4 years at pe-backed company
Built rolling multi-quarter forecast from scratch
You will build the financial infrastructure from near-scratch to support a strategic transition toward a 2027 PE transaction

Job Summary

  • You will build the financial infrastructure from near-scratch to support a strategic transition toward a 2027 PE transaction.
  • The role requires owning the rolling 6-quarter financial forecast, EBITDA add-back tracker, and complex SaaS metric models like ARR bridges and CAC/LTV.
  • Candidates will work directly with a CFO who has deep PE-transaction experience and have real equity participation in an upcoming transaction.

Matching Summary

You will build the financial infrastructure from near-scratch to support a strategic transition toward a 2027 PE transaction.

Salary

Compensation: Negotiable; Bonus/Equity: Bonus Potential + Real Equity Participation; Benefits: Not specified

Skills & Requirements

Must-have

  • 8 to 12 years FP&A experience
  • 4 years at PE-backed company
  • Built rolling multi-quarter forecast from scratch
  • Deep fluency in SaaS metrics ARR MRR NRR
  • Prepared PE board package or data room

Nice-to-have

  • Experience with hybrid recurring services software model
  • Familiarity with NetSuite Salesforce and Looker
  • Previous PE sponsor transition or M&A process
  • Experience mentoring FP&A analysts
  • Background in digital marketing or SMB markets

Key Requirements

  • 8 to 12 years of FP&A experience
  • At least 4 years at a PE-backed company
  • Proven track record building forecasts from scratch
  • Experience preparing PE board packages

Work Rights

Not specified

Tailored Resume

Cover Letter