Director of FP&A

The role

The Director of Financial Planning & Analysis will lead financial planning, forecasting, SaaS reporting, and decision support for a PE-backed SaaS company. This person will own the company's financial model and act as a business partner to the CFO and executive team.

What you will do

• Own the company's budget and rolling forecast
• Reconcile top-down targets with bottoms-up assumptions
• Explain forecast changes, risks and sensitivities
• Own and refine SaaS KPIs: CARR/ARR/MRR, GRR/NRR, churn, CAC, etc.
• Perform cohort, funnel and unit-economics analysis
• Ensure metric definitions are consistent, credible and actionable
• Prepare monthly and quarterly executive and Board materials
• Translate complex analysis into clear summaries and recommendations
• Support investor reporting and strategic planning
• Support GTM planning, sales capacity modeling and deal economics

Required qualifications

• 6+ years in FP&A or strategic finance at a SaaS or SaaS-adjacent company
• Strong command of SaaS metrics, forecasting and unit economics
• Proven ability to build models and deliver actionable insight
• Experience partnering directly with senior executives
• Advanced Excel / Sheets skills; comfortable working with imperfect data
• Strong knowledge of and ability to recognize excellence in Finance

Nice to have

• Full-time investment banking analyst or associate training
• Experience at a VC-backed, high-growth company (100–1,000 employees)
• Experience in a SaaS or recurring-revenue business
• Familiarity with NetSuite, HubSpot, Salesforce and BI tools

Benefits

• Adventure travel stipend - $1,000 travel reimbursement on work anniversary each year
• Remote, work-from-anywhere culture
• Flexible PTO
• Health, vision, dental, HSA/FSA, and mental health support
• Stock options
• 401(k) matching

About the company

Aiwyn is the first complete platform for modern Accounting Firms. It is a PE-backed SaaS company backed by investors like Bessemer, KKR, and Revolution.