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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.
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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
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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.
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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