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Director of Financial Planning & Analysis (FP&A)

1 month, 1 week ago
United States
Full-time
Lead
Financial Analyst
Finance and Accounting
Looker Power BI Tableau
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Ottimate

Ottimate

Ottimate, formerly known as Plate IQ, offers AP Automation AI Software that revolutionizes the invoice lifecycle with detailed GL mapping and deep learning AI. Their solutions cover End to End AP Automation, Invoice Automation, Payment Automation, and ...

IT Services
$164M raised
View All Jobs 5

Description

  • Lead the annual budget, rolling forecast, and long-range planning processes.
  • Develop integrated financial models for SaaS and payments revenue streams, including cash flow forecasts and scenario analyses.
  • Provide strategic financial guidance and planning support to the C-suite and functional leaders.
  • Serve as the primary finance partner to Sales, Marketing, Product, Engineering, and Operations on initiatives, pricing, acquisition strategy, and key metrics.
  • Partner with Sales on commission plan design, quota setting, and sales efficiency analysis.
  • Work with Product and Payments teams to model the financial impact of new features, pricing changes, and partner agreements.
  • Analyze SaaS and payments KPIs, including ARR, MRR, gross margin, retention/churn, interchange revenue, take rate, and related metrics.
  • Build and manage dashboards, reporting tools, and KPI views for real-time financial and operational visibility.
  • Own monthly and quarterly management reporting, including variance analysis and board decks.
  • Lead FP&A systems and process optimization, including automation, data integrity, and reconciliation with accounting.
  • Manage, mentor, and grow the FP&A team while fostering accountability and continuous improvement.

Requirements

  • Bachelor's degree required; MBA or CPA preferred.
  • 8–12 years of progressive FP&A experience.
  • 3+ years of experience in SaaS and/or fintech environments.
  • Deep understanding of SaaS metrics such as ARR, NDR, CAC, LTV, and churn.
  • Understanding of fintech and payments economics, including interchange, processing costs, and revenue share.
  • Strong financial modeling skills and advanced fluency in Excel.
  • Experience with FP&A tools such as Cube, Mosaic, Anaplan, Adaptive Insights, or similar.
  • Experience with data and BI platforms such as Looker, PowerBI, Tableau, or similar.
  • Excellent communication and presentation skills, with comfort working with C-level executives.
  • Proven ability to lead cross-functional projects, identify and collaborate with stakeholders, and influence without authority.
  • Preferred experience with B2B SaaS pricing models, including tiered or usage-based pricing.
  • Preferred experience with payments or embedded finance, including ACH/card rails and payout flows.
  • Preferred experience supporting venture-backed companies through scale, fundraising cycles, and M&A.

Benefits

  • Base salary of $180,000–$220,000 per year plus annual bonus.
  • Competitive compensation package including equity and performance incentives.
  • Opportunity to influence a business processing more than $30B in payables annually.
  • Remote-first work environment.
  • Comprehensive benefits package including healthcare.
  • 401(k) retirement plan.
  • Flexible PTO.
  • Opportunity to shape engineering culture and technical solutions in a fast-growing SaaS company.

Interested in this position?

Apply directly on the company website

Apply Now

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