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 financial infrastructure from near-scratch to power the company through a strategic transition toward a 2027 exit

Job Summary

  • You will build financial infrastructure from near-scratch to power the company through a strategic transition toward a 2027 exit.
  • The role requires owning the rolling 6-quarter financial forecast and developing sophisticated models for ARR bridges and unit economics.
  • Candidates will work directly with a CFO who has deep PE-transaction experience and is committed to their professional development.

Matching Summary

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

Salary

Compensation: Negotiable; Bonus/Equity: Bonus Potential + Real equity participation in transaction; Benefits: Travel and lodging covered for on-site weeks

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 ARR MRR NRR CAC LTV metrics
  • Prepared PE board package or data room
  • Experience with hybrid recurring services software model

Nice-to-have

  • NetSuite Salesforce Looker familiarity
  • PE sponsor transition or M&A process experience
  • Digital marketing or MarTech background
  • Proactive identification of EBITDA add-backs
  • Ability to translate numbers into narratives
  • Genuine mentorship capability for analysts

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 recurring revenue metrics

Work Rights

Not specified

Tailored Resume

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