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

WebFX

Fort Myers, FL, United States
Negotiable; bonus potential: yes; equity: real pyr...
On-site
8 to 12 years of fp&a experience
4 years at a pe-backed company
Built rolling multi-quarter forecast from scratch
You will build the financial infrastructure from near-scratch to power WebFX through a strategic transition in 2027

Job Summary

  • You will build the financial infrastructure from near-scratch to power WebFX through a strategic transition in 2027.
  • The role requires owning the rolling 6-quarter financial forecast and preparing monthly financial packages for PE sponsors.
  • Candidates will have real equity participation in a transaction actively being built toward while working directly with an experienced CFO.

Matching Summary

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

Salary

Negotiable; Bonus Potential: Yes; Equity: Real participation in upcoming 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 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
  • Proactive identification of EBITDA add-backs
  • Ability to translate numbers into narratives
  • Genuine mentorship capability for team development

Key Requirements

  • 8-12 years FP&A experience
  • 4 years PE-backed company experience
  • SaaS and recurring revenue metric expertise
  • PE board package preparation experience

Work Rights

Not specified

Tailored Resume

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