Financial Planning & Analysis Director

Rewarding full-time opportunity available for a data-driven leader, collaborator, and problem solver! Before we tell you about the job, here’s what you should know about us.

At Alliance, we’re on a mission to be the largest independent human capital management (HCM) company in the U.S.! We empower small to mid-sized businesses with our innovative, cloud-based technology and unique single-database platform for managing payroll, HR, benefits, onboarding, and more. As the second-largest privately held payroll provider in the nation, we’re dedicated to delivering top-notch HCM solutions. When you join our dynamic team, you’ll find more than just a job;

you’ll be part of a supportive community that celebrates your success and inspires you to reach new heights. Let’s grow together and make a lasting impact!

• Role:
  Financial Planning & Analysis Director
• Location:
  
  The Woodlands, Texas
• Pay:
  Competitive salary based on experience and qualifications
• Schedule:
  
  Hybrid remote position with 3 days per week in-office

• Overseeing the completion and delivery of internal and external financial reports and packages
• Ensuring accuracy, compliance, and timeliness in all activities
• Supporting management reporting infrastructure across multiple metrics (P&L, cash flow, balance sheet, and operations)
• Creating KPI dashboards and scorecards for the board and department heads
• Explaining the delta, significance, and appropriate response to variances

• Preparing financial content for board decks, including scenario analyses and ARR/EBITDA waterfalls
• Collaborating with the CFO to shape the company’s financial narrative and strategic planning

• Creating comprehensive driver-based, three-statement financial models for budgets, rolling forecasts, and multi-year strategies
• Stress-testing growth, retention, and margin assumptions
• Leading all aspects of the annual budget process
• Collaborating with department heads and serving as the organization’s finance partner

• Measuring product, partner channel, service line, and customer segment profitability
• Analyzing pricing structures, ARR composition, and revenue quality metrics to support data-driven improvements
• Monitoring retention, expansion, and churn trends as well as SaaS KPIs (NRR, CAC, LTV, and unit economics)

Our ideal Financial Planning & Analysis Director has experience with HCM, payroll, workforce management, service-heavy SaaS, M&A diligence, integration planning, and/or PE-backed reporting. Proficiency with SQL, FP&A tools, and accounting systems would be preferred.

• Bachelor's degree in a field like finance, accounting, or economics
• 8+ years of progressive experience in FP&A and/or financial reporting at a SaaS, recurring-revenue, or subscription-based business
• Experience building driver-based, three-statement models and owning multi-year forecasts
• Proven track record of owning management reporting infrastructure
• Experience running full-budget cycles and producing board-ready materials
• Advanced Excel proficiency
• Ability to translate complex financial analysis into clear, precise executive-level narratives

• Ability to take full ownership of outcomes
• Ability to identify gaps and implement solutions with minimal direction
• Ability to model, report, and analyze data to support data-driven decisions
• Ability to set high accuracy, consistency, and clarity standards
• Ability to confidently deliver executive-level presentations
• Ability to build trust with non-finance stakeholders and translate financial insights into operational guidance

• Performance bonuses
• 100% paid health, vision, dental, life, and LTD insurance
• 401k with match
• Personal and professional development
• Help build and shape a great tax team
• Entrepreneurial culture

Make a meaningful difference with us! Apply today with our initial, mobile-friendly application!