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 pe-backed company experience
Built rolling multi-quarter forecast from scratch
You will build financial infrastructure from near-scratch to power the company through a strategic transition in 2027

Job Summary

  • You will build financial infrastructure from near-scratch to power the company through a strategic transition in 2027.
  • The role requires owning the rolling 6-quarter financial forecast and developing sophisticated models for EBITDA add-backs and recurring revenue metrics.
  • Candidates will work directly with a CFO who has deep PE-transaction experience and is invested in your professional development.

Matching Summary

You will build financial infrastructure from near-scratch to power the company through a strategic transition in 2027.

Salary

Compensation: Negotiable; Bonus/Equity: Bonus Potential + Real equity participation in transaction; Benefits: Not specified

Skills & Requirements

Must-have

  • 8 to 12 years FP&A experience
  • 4 years PE-backed company experience
  • 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 revenue model services software
  • Familiarity with NetSuite Salesforce Looker
  • PE sponsor transition or M&A process experience
  • Mentoring FP&A analyst or associate experience
  • 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
  • Experience preparing PE board packages
  • Fluency in SaaS and recurring revenue metrics

Work Rights

Not specified

Tailored Resume

Cover Letter