Director FP&A, Operations and Value Creation

Rightworks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning support, our fully‑managed IT and applications ensure customers have secure, reliable, on‑demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks, and educational resources.

Our success is made possible by leveraging decades of specialized experience in leading accounting firms, SMBs and technology companies. Thousands of firms and SMBs count on us to run their business every day.

We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect.

Rightwork’s Financial Planning and Analysis team is seeking a Director FP&A, Operations and Value Creation to help execute the company’s vision of long‑term profitable growth. This person will play a critical role in driving financial planning and analysis activities related to EBITDA growth, with a focus on improving gross margin and optimizing capital expenditures. This is a highly visible role requiring the candidate to partner closely with business leads at various levels.

The ideal candidate will be a self‑motivated finance professional who takes initiative, drives projects to completion, and consistently identifies opportunities to improve processes and outcomes.

Preference is given to candidates who can work two days per week out of the Nashua, NH office.

• Ensure accurate forecasting of Cost of Sales GL accounts
• Partner with Operations organization to develop analytical models providing data‑driven guidance on cloud infrastructure spend
• Partner with Care organization to develop and utilize support and onboarding models tied to customer and revenue growth
• Partner with Operations, Care, and Product to identify cost drivers, implement structural improvements, and improve gross margin.
• Translate financial insights into operational changes with measurable impact

• Develop and maintain capital expenditure budgets in collaboration with Operations organization
• Partner with Operations on infrastructure strategy, capacity planning, and capital allocation
• Evaluate ROI of technology investments and vendor decisions

• Identify cross‑functional inefficiencies and lead initiatives to streamline workflows and reduce friction
• Establish KPIs and tracking mechanisms to measure operational effectiveness
• Identify opportunities to leverage AI and automation to reduce cost and improve productivity

• Drive adoption and full utilization of the Drivetrain FP&A platform to improve forecast accuracy, reporting automation, and operational visibility
• Standardize planning cadences, reporting packages, and KPI reviews across departments to improve accountability and decision‑making
• Improve integration of operational metrics, headcount planning, bookings, and revenue forecasting into financial planning processes
• Reduce reliance on manual spreadsheets and fragmented reporting through systemization and process automation
• Partner cross‑functionally with department leaders to improve budget ownership, variance analysis, and forward‑looking planning discipline

• BA/BS degree in relevant field
• 10+ years of experience in corporate finance, preferably with a focus on expense management. Prior experience in technology and software industry preferred
• Results‑driven, with a strong ability to work independently and deliver on goals.
• Deep understanding of cloud infrastructure cost models preferred
• Exceptional analytical skills and the ability to simplify the complex, drive decisions, and drive results in a fast‑paced dynamic environment
• Excellent verbal and written communication and presentation skills, effectively influencing senior stakeholders and narrating models and results to senior leaders in a useful, concise, and outcome‑oriented way
• Strong interpersonal skills and ability to…