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

WebFX

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

Job Summary

  • You will build financial infrastructure from near-scratch to support 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 CAC/LTV.
  • 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 financial infrastructure from near-scratch to support a strategic transition in 2027.

Salary

Negotiable; Bonus Potential: Available; Equity: Real participation in transaction

Skills & Requirements

Must-have

  • 8 to 12 years FP&A experience
  • 4 years at 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 revenue model combining services and software
  • Familiarity with NetSuite Salesforce and Looker
  • Experience in digital marketing or SMB markets
  • Proactive identification of EBITDA add-backs
  • Genuine mentorship capability for team members

Key Requirements

  • 8 to 12 years of FP&A experience
  • At least 4 years at a PE-backed company
  • Experience preparing PE board packages

Work Rights

Not specified

Tailored Resume

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