Director, Financial Planning

CAI is a leading provider of digital work execution platforms designed to enhance operational efficiency and drive productivity in industrial environments. CAI's platform leverages advanced technology to convert complex, paper-based procedures into streamlined, digital workflows. By enabling real-time data collection and integration, CAI facilitates greater visibility into work processes, allowing organizations to make informed decisions, optimize performance, and ensure compliance. 

In addition to robust workflow management capabilities, CAI emphasizes data-driven insights to foster continuous improvement. CAI's solutions are tailored to address the unique challenges of industries such as manufacturing, energy, and pharmaceuticals, helping organizations achieve higher operational standards and reduce costs. With a commitment to innovation and user-centric design, CAI empowers businesses to transition from traditional practices to a modern, digital approach, driving growth and enhancing efficiency.

CAI Software is hiring for a Director, Financial Planning & Analysis, to provide guidance, develop, maintain and oversee the execution of various finance-related processes for the Business Unit.

Position Responsibilities:

• Advise the CEO, CFO, and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters for the Business Unit
• Guide the Business Unit's financial planning process, including annual budgeting, as well as analyzing plan versus actual variances
• Develop and monitor our annual budget and in-year forecasts. Develop forecasts and guidance models to guide towards the achievement of those forecasts, in partnership with other finance teams on a monthly, quarterly and annual basis.
• Prepare reporting packages including Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR) as well as analysis of important business trends, actual versus budget variances and comprehensive executive-level analyses.
• Provide ad hoc support for HR, External reporting, and Functional groups
• Provide financial modeling and financial analysis for ad-hoc financial projects.
• May manage/ supervise an ad hoc team for financial reporting needs
• Help prepare analysis, commentary and presentation material for quarterly meetings, operations reviews, management meetings & financial reviews.

Position Requirements:

• Bachelor's degree in Finance or Accounting; MBA, CFA or CPA a plus
• Minimum 7 years of Finance experience with at least 3 years of FP&A experience
• Preferred experience in Finance with a Software as a Service or High Technology industry related environment
• Demonstrated ability to partner with collaborators and senior leadership
• Experience with ERP packages such as NetSuite, Salesforce, Concur
• Experience with BI Tools, such as PowerBI or others
• Proficient in Excel
• Distill a complex set of facts down to a simple and easy-to-understand narrative.
• Ability to express his/her own ideas, challenge ideas, and provide financial insights.
• Able to provide tough/unpopular messages and negotiate across the organization.
• Partner effectively and across the organization with other finance teams

AI Software is an "EEO/Veterans/Disabled employer."

Equal Employment Opportunity 

CAI Software is an Equal Opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, sex (including pregnancy, sexual orientation, and gender identity or expression), religion, disability, , genetic information, marital status, veteran status, or any other basis protected by local, state or federal law.

Disability Accommodation 

CAI Software endeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use the online application process and need an alternative method for applying, please contact us at or send an e-mail with your specific accommodation request.

Work Authorization 

Applicants must be authorized to work in the United States. CAI Software does not unlawfully discriminate on the basis of citizenship or immigration status in accordance with the Immigration Reform and Control Act of 1986 (IRCA).

Pay Transparency Nondiscrimination 

CAI Software will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR c).