Finance Director

We are seeking a strategic Finance Director with a strong focus on Business Operations and to join our Finance team. This role will serve as a trusted business partner to the CFO, working closely with the Sales and Revenue Operations teams, delivering critical insights through KPI development, detailed Sales forecasting, pipeline analysis, and revenue retention metrics. You’ll play a vital role in driving data-driven decisions that improve company performance and valuation, supporting strategic growth in the SW & Services Business Unit, along with Carve-out Separation & Sale readiness.

Key Responsibilities:

• Install and manage KPI's and Reporting Company-wide

 - Including SW & Services KPI Reporting - Gross Retention, Net Retention, Bookings, Multi-Year Contracts etc

• Create detailed Bookings & Retention Forecast in collaboration with Sales and Finance

 - Build, maintain, and improve financial models related to bookings, and customer lifecycle metrics.

 - Partner with Sales leadership to track pipeline health and analyze sales performance trends, churn, expansion etc.

• Support the Annual Planning, Forecasting & Actuals Reporting requirements with appropriate analysis and commentary as required

- Analyze variances vs. plan/forecast, identify key drivers and provide actionable insights.

• Create Sales Operations Reporting Metrics to provide insight into key drivers and improvement opportunities

- Inbound Enquires, Live Calls, Processing Time, Key Drivers, Orders Processed etc.

• Evaluate Marketing ROI Analysis and KPI's
• Support Business Unit Separation, QoE and Sale preparation
• Strategic Project support as required

Collaboration & Systems:

• Trusted Business Partner to the CFO
• Partner closely cross-functionally with Sales, Marketing, Customer Success, Sales Operations, Services and IT teams.
• Leverage CRM (e.g., Salesforce) and BI tools (e.g., Power BI) for reporting and analysis.
• Help automate reporting, improve systems and processes that support scalable growth.

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred).
• 10-12 years of experience in FP&A, Sales Operations, or similar roles in a high-growth SaaS or B2B environment.
• Strong understanding of sales funnels, CRM data, and SaaS metrics (NRR, GRR, ACV, ARR).
• Proficiency in Excel/Google Sheets, financial modeling, and forecasting.
• Experience with Salesforce and data visualization tools (e.g., Power BI).
• Excellent analytical, communication, and business partnering skills.
• Self-starter with the ability to manage multiple priorities in a fast-paced environment.

Preferred Experience:

• Exposure to GTM models.