Sr Director, Financial Planning

**Position Summary**The Senior Director of Financial Planning & Analysis (FP&A) will be a strategic finance leader, responsible for driving revenue performance, leading in-depth software and payment processing analytics, and partnering with business leaders to influence strategic decisions and investment priorities. This individual will play a critical role in shaping both short- and long-term strategic growth initiatives, ensuring profitability, and building scalable processes and governance to support sustained performance and enterprise readiness.The Senior Director will lead and mentor a team of finance professionals, serving as a trusted advisor and thought partner to executive leadership across Product, Engineering, GTM, and Strategy. This role requires a blend of technical expertise, strategic thinking, executive communication, and leadership maturity to influence outcomes, guide complex financial decisions, and deliver actionable insights.**What You’ll Do****Strategic Financial Leadership*** Oversee and influence the development of short- and long-term financial forecasts, with a primary focus on revenue, SaaS growth and retention, and payment processing economics.* Partner with executive leadership to evaluate new product launches, pricing strategies, and go-to-market investments, ensuring financial discipline and value creation.* Develop financial models and scenario analyses to support strategic planning, M&A, and organic growth initiatives.* Align financial plans with strategic objectives to drive profitable and sustainable growth.* Represent FP&A in executive level discussions, providing insight and clarity on performance, risks, and opportunities.**Revenue & Payment Processing Analytics*** Own the forecasting, budgeting, and reporting of company revenue, including SaaS subscriptions and payment processing streams.* Provide actionable insights into transaction volumes, take rates, customer behavior, and unit economics.* Partner with Product and Operations to evaluate payment innovation opportunities, margin improvements, and cost optimization.* Develop and maintain performance dashboards and KPIs that measure revenue predictability, efficiency, and strategic growth trends.**Business Partnership*** Serve as a strategic business partner and advisor to senior leaders across the organization, influencing decision-making with financial insights and recommendations.* Collaborate with Sales and Customer Success to align growth forecasts with pipeline data and retention metrics.* Support Product and Technology teams with business cases, ROI analyses, and investment prioritization.* Proactively identify financial risks and opportunities and provide data-driven recommendations to optimize resource allocation and performance.**Team Leadership & Development*** Manage, mentor, and develop a team of high-performing FP&A professionals.* Build a culture of accountability, continuous learning, and data-driven decision-making.* Elevate team capability to operate cross-functionally and engage effectively with senior stakeholders.* Establish best-in-class financial planning processes, systems, and tools that scale with company growth and evolving complexity.**What You’ll Need*** 12+ years of progressive finance experience, including at least 8 years in FP&A leadership roles.* Strong background in SaaS and/or payment processing industries; private equity portfolio company experience strongly preferred.* Proven ability to lead financial forecasting, planning, and analysis at a global, multi-product company.* Demonstrated success in strategic business partnership and executive influence, driving outcomes that shape company direction.* Expertise in revenue modeling, unit economics, and margin optimization.* Strong understanding of payment processing economics (interchange, settlement, merchant acquiring) highly desirable.* Excellent leadership and people management skills; track record of building, coaching, and retaining high-performing teams.* Advanced financial modeling and analytical skills; proficiency in Excel, Power BI, or equivalent tools.* Exceptional communication and presentation skills; ability to distill complex data into clear, actionable insights for executive stakeholders.* Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.**And It’s Nice to Have*** Background in capital planning, M&A integration, or large-scale transformation initiatives.* Experience in a high-growth or private equity-backed environment with a focus on operational excellence and value creation.* Demonstrated ability to balance strategic priorities with hands-on execution in a fast-paced, dynamic environment.**WHAT’S IN IT FOR YOU:*** Purpose led company with a Values focused culture – Best Life, One Team, Growth Mindset* Time Off – with our open PTO policy, we offer flexibility in how and when you take PTO* Days of Disconnect – once a quarter, we take a collective breather and enjoy a day off together around the globe. #oneteam* Parental & Pawternity Leave – we offer leave for when your family grows by two feet or four paws* Best Life Perk – we are committed to meeting you wherever you are in your fitness journey with a quarterly reimbursement* Medical/Dental/Vision coverage* EAP – we get you help when you need it. Period.* Premium Calm App – enjoy tranquility with a Calm App subscription for you and up to 4 dependents over the age of 16* And more – so many benefits we couldn’t even fit them all here*Please note that the salary information shown below is a general guideline only and based on employees in USA and may be different in other countries. Salaries are based upon candidate experience, qualifications, and location, as well as market and business considerations. Our pay range for USA based candidates for this position is $165,000-198,5000 USD annually. Your recruiter can share more about the specific salary range for the job location during the hiring process. Also, certain positions are eligible for additional forms of compensation such as bonuses and commissions.**Please note that the salary information shown below is a general guideline only and based on employees in Canada and may be different in other countries. Salaries are based upon candidate experience, qualifications, and location, as well as market and business considerations. Our pay range for Canada based candidates for this position is $180,000-215,000 CAD annually. Your recruiter can share more about the specific salary range for the job location during the hiring process. Also, certain positions are eligible for additional forms of compensation such as bonuses and commissions.*Our employees are encouraged to be pro-active in expressing their ideas and contributing to the company’s future. We have achieved this through constant pursuit of new developments and innovations in an exciting team environment. Likewise, ABC contributes to our employees’ futures. In addition to our outstanding employee benefits, employees also receive training on an on-going basis allowing them to develop their strengths and move up in the company.#J-18808-Ljbffr