Director of Financial Planning & Analysis

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Full Time-Regular Clerical Reston, VA, US

2 days ago Requisition

Salary Range: $ To $ Annually

Director of Financial Planning & Analysis

Finance |

Reports to:

Chief Financial Officer

Hybrid – 3 Days In Office | Full-Time

Join Seerist, a leading provider of AI-driven, augmented analytics for threat and risk intelligence, designed to help commercial organizations and government anticipate, monitor, and manage global risks. Seerist delivers real-time insights, forecasts, and alerts that bring clarity to decisions and save valuable time for security and intelligence teams. Everyday, Seerist helps our customers support their operations and missions globally, ensuring informed, rapid decisions.

We are a high-growth SaaS company approaching $40 million in ARR, and we are looking for a sharp, hands‑on Director of FP&A to serve as the financial engine of the business. Reporting directly to the CFO, this is a high‑visibility individual contributor role for someone who thrives in the details, is fluent in Excel modeling, and can translate complex financial data into clear strategic guidance for executive leadership.

You will own the company’s financial planning process end to end—from annual budgeting and monthly forecasting to board‑level reporting and ad hoc scenario analysis. You will work directly with the CFO and the executive team, and your models will inform decisions about headcount, investment, pricing, and growth strategy. The ideal candidate is an expert individual contributor who excels at working independently and influencing through data.

• Own and maintain the company’s three‑statement financial model (P&L, balance sheet, cash flow) in Excel, including the 3‑5 year LRP.
• Lead the annual budgeting process, coordinating inputs across Sales &Marketing, Engineering, Product, and G&A to produce a fully integrated operating plan.
• Produce monthly, quarterly, and annual forecasts; track actuals versus budget and communicate variances with clear narrative explanations.
• Build and maintain rolling 12‑ and 18‑month cash flow forecasts to support liquidity planning and capital allocation decisions.
• Own the company’s SaaS metrics framework: ARR, MRR, NRR, GRR, CAC, LTV, payback period, Rule of 40, and cohort‑level retention analysis.
• Pull and reconcile pipeline and bookings data from Hub Spot to build revenue forecasts by segment, rep, and product.
• Partner with the Rev Ops and Sales teams to maintain pipeline coverage models and bookings attainment trackers.
• Develop and monitor operating KPIs across the business; build dashboards that give leadership a real‑time view of financial health.

• Prepare the monthly board and management reporting packages, including variance analysis, KPI summaries, and forward‑looking commentary.
• Build and maintain board‑ready presentation materials for quarterly board meetings and investor updates.
• Support the CFO with ad hoc financial analysis, scenario modeling, and strategic initiative evaluation as the business scales.
• Serve as the primary finance business partner to department heads, providing budget guidance, headcount planning support, and spend analysis.

• Extract, reconcile, and analyze financial data from Net Suite; identify process improvements that increase the accuracy and efficiency of the close‑to‑report cycle.
• Build and maintain integrations between Net Suite actuals and Excel‑based planning models to minimize manual data entry and reduce error risk.
• Partner with Accounting on month‑end close to ensure actuals are accurate and available for timely reporting.

• 7+ years of progressive FP&A or finance experience, with at least 3 years in a SaaS or subscription‑based software business.
• Expert‑level Excel modeling skills—you build three‑statement models, scenario analyses, and SaaS metric frameworks from scratch, without templates.
• Deep familiarity with SaaS business metrics and the…