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

WebFX

Fort Myers, FL, US
Negotiable; bonus potential: yes; equity: real equ...
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8 to 12 years of fp&a experience
4 years at a pe-backed company
Built rolling multi-quarter forecast from scratch
** WebFX is seeking a Sr. Director of Financial Planning & Analysis to lead the financial infrastructure during a strategic transition period. The role requires extensive FP&A experience, particularly in a PE-backed company, and offers significant growth opportunities, mentorship from the CFO, and real equity participation. **

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 SaaS metrics.
  • Candidates will work directly with a CFO who has deep PE-transaction experience and is committed to their professional development.

Matching Summary

Match Score: 75

** WebFX is seeking a Sr. Director of Financial Planning & Analysis to lead the financial infrastructure during a strategic transition period. The role requires extensive FP&A experience, particularly in a PE-backed company, and offers significant growth opportunities, mentorship from the CFO, and real equity participation. **

Salary

Negotiable; Bonus Potential: Yes; Equity: Real equity participation in transaction

Skills & Requirements

Must-have

  • 8 to 12 years of FP&A experience
  • 4 years at a 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 and software model
  • Familiarity with NetSuite Salesforce and Looker
  • Previous PE sponsor transition or M&A process experience
  • Experience mentoring FP&A analysts or associates
  • 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

Work Rights

Not specified

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