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

WebFX

Harrisburg, PA, US
Negotiable; bonus potential: yes; equity pyrticipy...
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8 to 12 years fp&a experience
4 years pe-backed company experience
Built rolling multi-quarter forecast from scratch
** WebFX is seeking a Sr. Director of Financial Planning & Analysis (FP&A) to build financial infrastructure and drive strategic initiatives as the company approaches a significant transition. The ideal candidate will have extensive experience in FP&A within PE-backed companies, particularly with SaaS and recurring revenue metrics. **

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 ARR, NRR, CAC, and LTV.
  • You will work directly alongside a CFO with deep PE-transaction experience who is invested in your professional development.

Matching Summary

Match Score: 75

** WebFX is seeking a Sr. Director of Financial Planning & Analysis (FP&A) to build financial infrastructure and drive strategic initiatives as the company approaches a significant transition. The ideal candidate will have extensive experience in FP&A within PE-backed companies, particularly with SaaS and recurring revenue metrics. **

Salary

Negotiable; Bonus Potential: Yes; Equity Participation: Real equity in upcoming transaction

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 recurring revenue metrics
  • Prepared PE board package or data room

Nice-to-have

  • Experience with hybrid revenue model combining services and software
  • Familiarity with NetSuite, Salesforce, and Looker
  • Previous PE sponsor transition or M&A process experience
  • Experience mentoring FP&A analysts
  • Background in digital marketing or SMB SaaS 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
  • Expertise in Rule of 40 and lender-adjusted EBITDA

Work Rights

Not specified

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