Director, Finance & Business Analytics

Company Description

Scaled Agile, Inc., (SAI) helps enterprises thrive in a world of change with SAFe, the most trusted system for learning and practicing agile ways of working. Together, SAFe Studio and SAFe’s proven framework provide everything individuals and teams need to link evolving strategy and execution. SAFe works by building a culture of resiliency that engages employees and focuses on customers so organizations can work with agility. Backed by a global network of partners and community of professionals, SAFe promotes collaboration so today’s leaders can build a better future.

Based in Boulder, Colorado, SAI is a member of the Pledge 1% corporate philanthropy movement. Through this program, SAI contributes to the local community and seeks to inspire and encourage other companies to the same purpose.

Job Description

Overview of Position

The Director of Finance & Business Analytics will report to the CFO and be responsible for driving financial strategy, planning, and data-driven decision-making. This role combines financial leadership with business intelligence expertise, ensuring accurate financial modeling, forecasting, and reporting. You will oversee financial planning while managing the analytics function, ensuring data is leveraged effectively to guide strategic decisions.

In addition to overseeing FP&A, this role will manage a team consisting of a Data Warehouse Engineer, a Tableau Developer, and a Business Intelligence Analyst (BI Analyst). The expanded scope requires expertise in financial planning, business intelligence, data strategy, and analytics to ensure seamless integration between financial and operational data.

What’s in it for you?

In this role, you’ll own financial planning and analytics, partnering with leadership to align financial strategy with business goals. You’ll work cross-functionally to enhance reporting, optimize financial models, and provide meaningful insights that drive the company forward. This is a highly visible role where your expertise will shape decision-making at the executive level.

As a hands-on leader, you’ll manage business intelligence functions, streamline reporting, and improve financial processes through automation and advanced analytics.

What You’ll Be Doing:

• Lead budgeting, forecasting, and long-term financial planning across multiple regions and business units.

• Manage financial modeling, reporting, and compliance while integrating real-time data insights.

• Oversee the FP&A and Business Analytics team, ensuring financial strategy is supported by strong data governance and predictive modeling.

• Partner with Sales, Marketing, and Operations to refine forecasts, track performance, and provide strategic financial insights.

• Collaborate with the Controller to ensure accurate financial reporting, compliance, and alignment between finance and business intelligence.

• Enhance financial systems and automate reporting through tools like RPA, Python, or Alteryx.

• Leverage business intelligence tools (Tableau, Power BI, Looker) for financial visualization and data-driven decision-making.

• Manage data architecture, ETL processes, and cloud-based data solutions (Snowflake, Redshift, BigQuery) to optimize financial analytics.

• Present financial insights and recommendations to executives, investors, and key stakeholders.

Qualifications

A successful candidate will have:

• 7+ years of experience in FP&A, business analytics, or financial leadership roles.

• Strong analytical skills with expertise in financial modeling, forecasting, and scenario planning.

• Experience managing finance and data analytics teams with a focus on collaboration.

• Deep understanding of GAAP, revenue recognition, and key financial metrics.

• Proficiency with financial systems, including Salesforce, Netsuite, and general ledger tools.

• Hands-on experience with data visualization tools (Tableau, Looker, Power BI), and automation technologies.

• Familiarity with ETL processes and cloud-based data platforms (Snowflake, AWS, Redshift) is a plus.

• Knowledge of SQL is highly beneficial for data extraction, transformation, and analysis.

• Strong executive communication skills—able to translate complex financial data into strategic insights to various audiences.

• Comfort and experience presenting to the executive team, board of directors, bankers, etc.)

• Ability to work in a fast-paced, evolving environment and manage multiple priorities.