Sr Director, Financial Planning & Analysis

** Position Summary
** The Senior Director of Financial Planning & Analysis (FP&A) will be a strategic finance leader, responsible for driving revenue performance, leading in-depth software and payment processing analytics, and partnering with business leaders to influence strategic decisions and investment priorities. This individual will play a critical role in shaping both short- and long-term strategic growth initiatives, ensuring profitability, and building scalable processes and governance to support sustained performance and enterprise readiness.

The Senior Director will lead and mentor a team of finance professionals, serving as a trusted advisor and thought partner to executive leadership across Product, Engineering, GTM, and Strategy. This role requires a blend of technical expertise, strategic thinking, executive communication, and leadership maturity to influence outcomes, guide complex financial decisions, and deliver actionable insights.
** What You’ll Do
**** Strategic Financial Leadership
*** Oversee and influence the development of short- and long-term financial forecasts, with a primary focus on revenue, SaaS growth and retention, and payment processing economics.
* Partner with executive leadership to evaluate new product launches, pricing strategies, and go-to-market investments, ensuring financial discipline and value creation.
* Develop financial models and scenario analyses to support strategic planning, M&A, and organic growth initiatives.
* Align financial plans with strategic objectives to drive profitable and sustainable growth.
* Represent FP&A in executive level discussions, providing insight and clarity on performance, risks, and opportunities.
** Revenue & Payment Processing Analytics
*** Own the forecasting, budgeting, and reporting of company revenue, including SaaS subscriptions and payment processing streams.
* Provide actionable insights into transaction volumes, take rates, customer behavior, and unit economics.
* Partner with Product and Operations to evaluate payment innovation opportunities, margin improvements, and cost optimization.
* Develop and maintain performance dashboards and KPIs that measure revenue predictability, efficiency, and strategic growth trends.
** Business Partnership
*** Serve as a strategic business partner and advisor to senior leaders across the organization, influencing decision-making with financial insights and recommendations.
* Collaborate with Sales and Customer Success to align growth forecasts with pipeline data and retention metrics.
* Support Product and Technology teams with business cases, ROI analyses, and investment prioritization.
* Proactively identify financial risks and opportunities and provide data-driven recommendations to optimize resource allocation and performance.
** Team Leadership & Development
*** Manage, mentor, and develop a team of high-performing FP&A professionals.
* Build a culture of accountability, continuous learning, and data-driven decision-making.
* Elevate team capability to operate cross-functionally and engage effectively with senior stakeholders.
* Establish best-in-class financial planning processes, systems, and tools that scale with company growth and evolving complexity.
** What You’ll Need
*** 12+ years of progressive finance experience, including at least 8 years in FP&A leadership roles.
* Strong background in SaaS and/or payment processing industries; private equity portfolio company experience strongly preferred.
* Proven ability to lead financial forecasting, planning, and analysis at a global, multi-product company.
* Demonstrated success in strategic business partnership and executive influence, driving outcomes that shape company direction.
* Expertise in revenue modeling, unit economics, and margin optimization.
* Strong understanding of payment processing economics (interchange, settlement, merchant acquiring) highly desirable.
* Excellent leadership and people management skills; track record of building, coaching, and retaining high-performing teams.
* Advanced financial modeling and analytical skills; proficiency in Excel, Power BI, or equivalent tools.
* Exceptional communication and presentation…