Director, FP&A

2 hours, 20 minutes ago
Full-time
Lead
Data Science and Analytics
Kapitus

Kapitus

Kapitus, a leading small business financing company, offers fast, flexible term loans and lines of credit from $5k to $5 million. With a focus on simplifying financing for small businesses, Kapitus provides multiple loan options to support business gro...

Diversified Financial Services
251-1K
Founded 2006
$490M raised

Description

  • Lead, mentor, and develop the FP&A team, including feedback, performance management, and career development.
  • Define the FP&A vision, operating model, and cross-functional partnership approach across Strategy, Accounting, Treasury, and business leaders.
  • Own the end-to-end financial planning calendar, including the annual operating plan, long-range plan, quarterly reforecasts, and monthly outlooks.
  • Design and implement scalable FP&A processes that mirror public-company discipline and reporting cadence.
  • Lead the evaluation, selection, implementation, and governance of planning and reporting tools such as Anaplan.
  • Evaluate and help integrate AI tools to improve variance analysis, commentary generation, and reporting.
  • Standardize KPIs, dashboards, and reporting packages across the business.
  • Build and refine forecasting methodologies, including driver-based, cohort, portfolio/credit, and revenue models.
  • Develop executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews.
  • Lead scenario analysis and sensitivity modeling to support strategic decisions, growth investments, pricing, risk appetite, capital allocation, and funding strategies.

Requirements

  • Bachelor’s degree required; MBA or advanced finance certification such as CFA or FPAC preferred.
  • 8–10+ years of progressive experience in FP&A, corporate finance, investment banking, and/or management consulting, with substantial experience in financial services.
  • Experience building, scaling, or transforming FP&A capabilities at a high-growth and/or public company.
  • Ownership of budgeting, forecasting, and management reporting processes.
  • Exposure to public-company-style controls, calendar discipline, and Board/executive reporting.
  • Experience implementing and/or administering modern planning tools, preferably Anaplan, including model design and integration with ERP/GL and data platforms.
  • Demonstrated use of AI and machine learning tools to improve forecasting, anomaly detection, scenario modeling, and automation of analytical work.
  • Expert-level financial modeling and analytical skills, including revenue, expense, cohort, portfolio/credit, and cash flow models.
  • Strong communication and executive presence, with the ability to influence senior stakeholders and simplify complex concepts for non-finance audiences.
  • Strong leadership experience building, developing, and retaining high-performing FP&A teams.

Benefits

  • Competitive base salary range of $121,700 to $195,300.
  • Annual incentive compensation eligibility of up to 15% annually.
  • Comprehensive medical, dental, and employer-paid vision insurance.
  • Flexible spending account and employer-sponsored lifestyle spending account.
  • 100% company-paid short-term and long-term disability insurance, plus vision insurance.
  • Paid maternity and parental leave.
  • 401(k) plan through Fidelity with a 25% company match up to 6% of annual salary.
  • Tuition reimbursement up to $5,000 annually, plus access to conferences and career development events.
  • Paid time off and sick time.
  • Commuter benefits and travel reimbursement for work-related travel.
  • Wellness and lifestyle perks including Calm App access, LifeBalance membership, Plum Benefits discounts, and UHC rewards.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Principal Financial Analyst

WorkWave 251-1K Professional Services

WorkWave is hiring a remote Principal Financial Analyst to serve as a strategic FP&A partner to business units, driving planning, analysis, reporting, and decision support for finance and operations.

CRM HubSpot Salesforce
2 hours, 35 minutes ago

SAP Finance Expert SM016DL

Coderio 51-250 Internet Software & Services

Coderio is hiring a SAP Finance Expert to drive SAP S/4 HANA Finance transformation and support finance process improvement across a remote, international environment.

Agile SAP
2 hours, 49 minutes ago

Manager, Finance - Merchandising

Spreetail 251-1K Internet Software & Services

Spreetail is hiring a Manager, Merchandising Finance to partner with merchandising and cross-functional teams on financial analysis, forecasting, and profitability decisions for an ecommerce retail business.

Power BI Snowflake SQL
2 hours, 49 minutes ago

Financial Analyst (FMCG) - Work from home

Twoconnect 51-250 Professional Services

Twoconnect is hiring a finance and commercial analyst to support an Australia-based snack products business with reporting, performance analysis, and operational insight across finance, sales, logistics, and product profitability.

ERP NetSuite
2 hours, 49 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers