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Sr. Director of Strategic Finance

1 month ago
United States
Full-time
Lead
Business Development
Sales and Business Development
Apply Now
PerformYard

PerformYard

PerformYard offers customizable and flexible performance management software designed to enhance employee reviews, goal setting, and feedback processes, thereby driving revenue growth and improving overall employee performance for organizations.

Professional Services
51-250
Founded 2013
View All Jobs 8

Description

  • Own the company’s financial planning and analysis function, including budgets, forecasts, scenario modeling, and long-range strategic plans.
  • Build board-ready financial materials, KPI dashboards, and investor narratives that translate operational performance into strategic insight.
  • Lead capital allocation decisions and develop financial frameworks for pricing, packaging, and go-to-market expansion.
  • Partner with leaders across Sales, Product, Engineering, and Customer Success to improve resource allocation and operational efficiency.
  • Develop frameworks to measure the financial impact and ROI of AI initiatives and tie AI investments to retention, efficiency, and revenue growth.
  • Lead build-vs-buy analysis for new capabilities and determine whether to build internally, partner, or acquire.
  • Identify, evaluate, and support M&A and strategic investment opportunities through due diligence, financial modeling, and integration planning.
  • Negotiate and close partnership agreements with HRIS, payroll, and complementary HR technology providers to expand integrations and distribution reach.
  • Define partnership KPIs and reporting frameworks to measure ROI, partner engagement, and contribution to revenue targets.
  • Lead exit planning and readiness activities, including data room setup, investor materials, and due diligence coordination.

Requirements

  • 10+ years of progressive experience in strategic finance, corporate development, investment banking, or management consulting, with meaningful experience in B2B SaaS.
  • Demonstrated track record of building and scaling partnership programs, including channel, technology, or strategic alliances.
  • Deep fluency in SaaS financial metrics such as ARR, NDR, CAC/LTV, and Rule of 40.
  • Proven ability to translate financial data into actionable strategic recommendations.
  • Experience partnering with executive teams and Boards to align financial strategy with business objectives and enterprise value.
  • Experience leading build-vs-buy evaluations and M&A due diligence, including financial modeling, valuation, and post-acquisition integration planning.
  • Familiarity with exit planning activities, including data room preparation, investor due diligence processes, and enterprise value optimization strategies.
  • Experience developing frameworks for measuring the financial impact of AI and technology investments on business performance.
  • Data-driven leadership style with the ability to align financial and partnership investments to ROI and value creation.
  • 100% remote availability for a permanent remote role.

Benefits

  • Medical, dental, and vision insurance with an HSA plan.
  • Disability insurance.
  • 401(k) plan.
  • Generous PTO.
  • Paid holidays.

Interested in this position?

Apply directly on the company website

Apply Now

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