Director FP&A

Finance Plano,Texas
Salary: USD 115004 - 151000 Annually

This leader is responsible for directing the division’s annual operating plan, long-range strategic plan, and rolling forecasts across a $100M+ software and professional services portfolio. The role partners closely with executive leadership to translate business strategy into financial outcomes while delivering actionable insights that improve revenue growth, recurring revenue performance, margin expansion, capital allocation, and operating efficiency.

The Director leads a high-performing FP&A team and serves as the primary liaison between the division and Corporate FP&A, ensuring financial integrity, forecasting accuracy, enterprise planning alignment, and timely execution of all corporate reporting requirements.

This is a highly visible leadership position requiring exceptional business acumen, executive presence, analytical rigor, and the ability to influence strategic decisions across a complex software and professional services organization.

Serve as the primary finance business partner to the Division President and senior leadership team, providing strategic guidance on business performance, investments, pricing, resource allocation, acquisitions, and long-term growth initiatives.

Translate corporate and division strategy into actionable financial plans that optimize revenue growth, profitability, operating leverage, and shareholder value.

Develop sophisticated financial models and business cases supporting product investments, M&A opportunities, pricing strategies, organizational changes, capital allocation, and strategic initiatives.

Provide scenario planning, sensitivity analysis, predictive modeling, and risk assessments to support executive decision-making.

Champion financial discipline and data-driven decision-making throughout the organization.

Lead the annual operating plan, quarterly forecasts, monthly outlooks, and multi-year strategic planning processes for a $100M+ software and professional services business.

Establish planning assumptions, governance, deliverables, and internal timelines while ensuring compliance with Corporate FP&A deadlines.

Drive forecast accuracy through continuous evaluation of business performance, market trends, customer behavior, and operational drivers.

Continuously improve forecasting methodologies through predictive analytics, automation, AI-enabled planning tools, and advanced financial modeling techniques.

Partner with Corporate FP&A to support enterprise planning initiatives and executive financial reporting.

Partner closely with Sales leadership to evaluate pipeline health, bookings, renewals, customer expansion, churn, pricing strategies, and revenue forecasts.

Forecast software revenue in accordance with ASC 606 while managing key assumptions including:

• SaaS growth
• On-premise to SaaS migrations
• Customer churn
• Revenue contraction
• Implementation timing

Monitor and analyze recurring revenue metrics including:

• Annual Recurring Revenue (ARR)
• Net Revenue Retention (NRR)
• Customer Lifetime Value (LTV)
• Customer Acquisition Cost (CAC)
• Gross Revenue Retention (GRR)
• Average Revenue Per User (ARPU)

Partner with Professional Services leadership to optimize project profitability through analysis of:

• Backlog
• Billable hours
• Delivery margins
• Resource capacity
• Project profitability

Identify opportunities to improve gross margin through pricing optimization, delivery efficiency, workforce planning, automation, and operational improvements.

Lead the preparation of executive financial reporting packages for Division leadership, Executive Management, and Corporate Finance.

Deliver meaningful analysis explaining business performance, forecast variances, risks, opportunities, and strategic recommendations.

Develop executive dashboards using enterprise business intelligence tools (Power BI, Tableau, or similar) that provide real‑time visibility into financial and operational performance.

Present financial performance, strategic recommendations, and key business insights to executive leadership with confidence and credibility.

Continuously enhance reporting…