Position Summary

The Director of BP&A, reporting directly to the CFO, is responsible for managing the three-statement model for the business, annual budgeting process, and management reporting for internal and external stakeholders. This is considered a hands-on role with one direct report to assist in management of models and reporting.

Responsibilities

• Oversee the management of the three-statement financial models used for forecasting, budgeting, planning, and liquidity analysis.
• Analyze current financial performance against historical, budget, and forecasts and present results in monthly management reporting for internal and external stakeholders.
• Work with department leadership to analyze departmental spend and provide actionable details for department leadership to effectively manage their spend and performance.
• Partner with Revenue Operations on sales bookings forecasts.
• Partner with Business Intelligence team on automating internal recurring reporting.
• Partner with CFO to present financial data and strategies to internal and external stakeholders, including the board.
• Advise on long-term business and financial planning to drive business strategy.
• Lead annual budget process with department leadership and broader accounting/finance team.
• Lead or support special projects and ad-hoc financial analysis as required by leadership, including scenario modeling, profitability analysis, and M&A evaluations.
• Mentor and develop FP&A team member(s), promoting a culture of continuous learning and professional growth.
• Other duties as assigned

Education & Skill Requirements

• Minimum 10 years’ work experience in FP&A, financial analysis, or accounting
• Knowledge of US GAAP, excellent financial acumen, and communication skills
• Experience in managing or mentoring, fostering a collaborative and high-performance environment is a plus
• Strong attention to detail, problem-solving abilities, and a results-driven mindset
• Expert Excel and PowerPoint; experience with Power BI and NetSuite
• Bachelor’s degree in Business, Accounting, Economics or similar field.
• MBA, CFA, or CPA preferred
• Training the street or Wall Street Prep certificate preferred
• Ability to travel domestically and internationally

Pay Range: $145,000-175,000/year + bonus

Benefits:

• Medical (offer three various plans with Aetna) - employee and employer contributions
• Dental - employee and employer contributions
• Vision - employee and employer contributions
• Health Savings Account with a company contribution if participating in an HDHP plan
• Flexible Spending Account
• Employer paid Life and ADD Insurance
• Supplemental Life and ADD available for purchase
• 401(k) plan with Employer Match
• 160 hours of Paid Time Off
• Philanthropy Time
• Parental Leave

Training

It will be necessary to participate in upgrading courses from time to time to keep abreast of changing policy, technology, and growth.