Director, FP&A

Overview

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8am is seeking a strategic, people-centered Director, FP&A to lead our financial planning discipline and shape how we allocate capital, assess performance, and plan for long-term growth. In this role, you will lead a team to drive forecasting, budgeting, performance insights, and financial strategy across a diverse, rapidly scaling portfolio of products. You will partner closely with leaders across Finance, Accounting, Operations, Product, GTM, and Executive Leadership to deliver financial clarity, operational alignment, and forward-looking analysis that informs high-impact decision-making.

This role is ideal for an accomplished FP&A leader who thrives in a dynamic environment, enjoys building scalable processes, and brings a blend of analytical rigor, modeling excellence, and executive-level influence. You will set the bar for analytical accuracy and strategic insight while developing systems, frameworks, and rhythms that elevate the planning function across 8am.

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly Affini Pay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000's fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

• Lead a team of FP&A professionals, overseeing forecasting, budgeting, long-range planning, and performance reporting.
• Translate company strategy into financial outcomes, insights, and recommendations that support executive decision-making.
• Own the company's financial models that drive the planning function and shape executive decision making.
• Partner with Accounting to ensure accuracy of financial data, alignment on accrual-based forecasting, and integrity across financial processes.
• Develop and enhance KPI frameworks, dashboards, and reporting tools that measure performance and highlight drivers of growth and efficiency.
• Own and optimize financial systems, tools, and workflows to ensure data accuracy, automation, and scalability.
• Support Board reporting, investor communications, and PE-backed reporting requirements with crisp, insight-rich analysis.
• Develop FP&A talent through coaching, clear expectations, and a culture of analytical rigor - elevating the team's capability to partner strategically with business leaders.
• Operate with a builder's mindset, continuously improving processes, strengthening insights, and elevating financial planning across 8am.

• Experienced FP&A leader who brings a proactive, high-drive approach and thrives in a fast-moving environment.
• Minimum of 5 years leading an FP&A team
  , with demonstrated success owning a planning function end-to-end in a high-growth or scaling SaaS environment.
• Experience operating within a private equity–backed environment
  , including partnering on value creation initiatives and investor reporting.
• Proven leadership experience with the ability to run the FP&A function independently, with light-touch oversight from senior leadership.
• Strong business and financial acumen with demonstrated ability to translate company strategy into financial and operational plans. Must be able to translate complex data into clear, actionable insights.
• Advanced modeling and Excel expertise – recognized as a power user and exceptional at Excel-based work in forecasting, scenario planning, and analysis.
• Strong…