Senior Director Financial Planning Analysis

Our client, a leading technology company in the enterprise software, SaaS, and developer infrastructure industry, is seeking an experienced Senior Director of Financial Planning & Analysis (FP&A) to lead strategic financial planning, operational forecasting, and go-to-market (GTM) finance initiatives.

This highly visible leadership role will serve as a strategic partner to the CFO and executive leadership team, providing actionable financial insights that influence business decisions, revenue growth, operational efficiency, and long-term financial performance.

The ideal candidate will bring a strong combination of FP&A leadership, revenue operations, sales finance, and business operations experience. This individual must be comfortable operating beyond traditional budgeting and forecasting, partnering directly with Sales, Revenue Operations,

Marketing, Customer Success, and other business functions to understand how changes in pricing, pipeline, sales productivity, customer behavior, and operating investments impact financial performance.

The Senior Director will play a critical role in developing sophisticated forecasting models, evaluating strategic investments, improving financial visibility, and ensuring alignment between financial plans and business execution.

• Lead financial planning, budgeting, forecasting, and long-range planning activities across key business functions.
• Serve as a strategic finance partner to the CFO and executive leadership team, providing insights and recommendations that support operational and strategic decisions.
• Develop dynamic financial models to evaluate the impact of changes in pricing, sales performance, customer acquisition, product investments, and operating expenses.
• Conduct scenario planning, sensitivity analyses, and what-if modeling to help leadership understand financial risks, opportunities, and potential business outcomes.
• Drive annual operating plans, quarterly forecasts, and long-term financial projections.
• Develop executive-level reporting packages, financial dashboards, and presentations that clearly communicate business performance and financial trends.
• Partner with functional leaders to establish financial targets, evaluate performance, and identify opportunities to improve profitability and operational efficiency.

• Serve as a key financial partner to Sales, Revenue Operations, Marketing, and Customer Success leadership.
• Develop and maintain revenue forecasts incorporating sales pipeline, bookings, renewals, expansion, customer retention, and other key revenue drivers.
• Partner with Revenue Operations to evaluate pipeline health, conversion rates, sales velocity, deal progression, and forecast accuracy.
• Analyze sales productivity, quota attainment, territory performance, headcount capacity, and sales coverage models.
• Support the design, evaluation, and financial modeling of sales commission and incentive compensation plans.
• Assess the financial implications of GTM strategies, including pricing changes, discounting, sales investments, channel partnerships, and customer acquisition initiatives.
• Develop ROI analyses for sales and marketing investments, headcount expansion, and new GTM programs.
• Partner with Sales leadership to identify opportunities to improve revenue predictability, sales efficiency, and overall GTM performance.
• Ensure alignment between sales forecasts, operational assumptions, and company-wide financial projections.

• Build and refine driver-based revenue forecasting models that incorporate operational and commercial performance metrics.
• Analyze SaaS and subscription-based revenue metrics, including ARR, MRR, net revenue retention, gross revenue retention, churn, customer acquisition cost, lifetime value, and bookings.
• Evaluate revenue trends by product, customer segment, geography, and sales channel.
• Perform variance analyses comparing actual results against forecasts, budgets, and prior periods.
• Identify key drivers of revenue performance and communicate actionable recommendations to leadership.
• Develop reporting and analytics capabilities that improve visibility into revenue growth, customer economics, and operating performance.
• Collaborate with Accounting and Revenue Operations to ensure consistency between financial reporting, operational metrics, and forecasting assumptions.

• Partner with…