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

WebFX

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

Job Summary

  • You will build the 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 complex SaaS metrics models like ARR bridges and NRR cohort analysis.
  • Candidates will work directly alongside a CFO with deep PE-transaction experience and have real equity participation in an upcoming transaction.

Matching Summary

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

Salary

Compensation: Negotiable; Bonus Potential: Available; Equity: Real equity participation in 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 metrics ARR MRR NRR CAC LTV
  • Prepared PE board package or data room

Nice-to-have

  • Experience with hybrid recurring services and software model
  • Familiarity with NetSuite Salesforce and Looker
  • Prior PE sponsor transition or M&A process experience
  • Experience mentoring FP&A analysts or associates
  • 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
  • Experience building forecasts from scratch
  • PE board package preparation experience

Work Rights

Not specified

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