Director, Financial Planning & Analysis

Job title: Director, Financial Planning & Analysis

Location: Houston, Texas-USA | Madison, Alabama-USA

Req : 2737

Workplace Type: Hybrid

The Global Head of Financial Planning & Analysis (FP&A) will lead the company's global financial planning, forecasting, and performance management activities. This role partners closely with executive leadership, Sales, Product Development, Portfolio Strategy, and Customer Success to drive data‑driven decision making, optimize growth, and ensure financial discipline in a fast‑paced technology company. The incumbent reports directly to the VP, Global Finance & Operations and brings strong business acumen, a software industry background, and the ability to translate complex financial data into clear insights that influence strategy and execution.

• Develop, execute, and partner with senior leadership to drive the company’s financial strategy and achieve growth goals.
• Collaborate with sales leadership to influence sales process objectives, pricing, packaging, and deal value maximization.
• Lead, coach, and direct the FP&A function, including budgeting and forecasting at business line and corporate levels, and oversee actionable financial reporting to senior leadership and the board of directors.
• Manage, mentor, and develop a high‑performing FP&A team, fostering an inclusive culture focused on supporting the company’s long‑term strategy.
• Provide support to the VP, Global Finance & Operations, CFO, CEO, and IR in preparation of board presentations, earnings call material, and capital market related material.
• Consolidate the globally matrixed FP&A organization to support a streamlined future state reporting process at a global level.
• Lead company‑wide financial planning cycles, including long‑range planning, annual plan, and monthly/quarterly forecasts; build financial models that incorporate business strategies and market conditions.
• Drive and manage strategic headcount planning in partnership with Talent Acquisition and People teams.
• Advise senior executives and their leadership teams on FP&A activities, providing insights and recommendations on financial decisions and outcomes.
• Develop and manage budgets and KPIs to measure operational efficiency and deliver consistent financial reporting, including ARR, retention, churn, and other key KPIs.
• Advance the team’s strategy around leveraging technology to streamline forecasting, budgeting, and financial reporting; ERP implementation experience is a plus.
• Work with Finance and Legal to ensure financial reporting complies with regulatory requirements, including SEC filings.
• Identify and evaluate financial risks that could impact profitability, liquidity, or strategic initiatives, and develop mitigation strategies.
• Maintain data accuracy to ensure consistent and reliable decision‑making.
• Provide strategic and analytical support to M&A activity and other strategic projects as needed.

• 10+ years of progressive finance leadership experience, including FP&A, preferably with exposure to enterprise SaaS.
• Demonstrated experience leading a high‑performing FP&A function and upgrading systems, processes, and reporting.
• Exceptional understanding of business and financial models with success in building both simple and complex financial models.
• Experience coaching, developing, and mentoring FP&A teams within a complex, matrixed organization.
• Exceptional communication, collaboration, and interpersonal skills, with the ability to distill complex financial information into a narrative that enables decision‑making.
• Collaborative attitude and ability to build consensus at all levels of the organization.
• Willingness to disrupt the status quo to create positive change and improve the impact of FP&A across the business.
• Critical thinking, problem‑solving, and inquisitiveness coupled with a desire to continuously learn new skills.
• Ability to make decisions and move forward with limited information, navigating ambiguity with poise and gravitas.
• Ability to think beyond the immediate team and contribute to making Octave holistically better.
• Experience with One Stream required.
• Knowledge of Adaptive Planning, Workday, and data visualization tools such as Tableau is a plus.