Director, Financial Planning & Analysis

TITLE

Director, Financial Planning and Analysis

PRIMARY PURPOSE OF THE ROLE

This role leads Catapult's Financial Planning and Analysis team globally, overseeing budgeting, forecasting, reporting and financial business partnering.  This includes providing critical insights into business and financial performance . This role enables data-driven decision-making by identifying and implementing improvements across finance operations, thus positioning the company as a well-oiled, efficient SaaS business.

KEY ACCOUNTABILITIES

You will know the Company’s numbers better than anyone else, avidly awaiting the latest figures, eagerly seeking new insights to communicate, and animated when expectations are met or not. You will understand broader themes and the story that numbers can tell.

This role will suit a confident, commercially astute, dedicated, and highly motivated senior finance leader who can operate as part of a global team. The role will work both independently and collaboratively with various stakeholders to drive these business-critical resources and functions to the world's best practice for a SaaS business.

You will have extensive experience in financial analysis, budgeting, forecasting, and reporting, know what “great” looks like, be a self-starter, be proficient in stakeholder management at all levels, provide critical insights, debate opinions, execute processes & deliver results on time, and autonomously drive outcomes. Partnering with others in Finance, a key focus area will be driving continuous improvement in the end-to-end systems, processes, and tools that underlie the Company’s core FP&A and data functions. Your efficient process management and analysis skills will significantly impact our global business and the decisions we make in support of our customers.

Financial Analytics & Insights

• Lead and manage the company's annual operating plan (OP), multi-year strategic financial planning, and monthly forecasting processes.
• Own and analyze the company’s financial performance metrics, working closely with the executive team to provide strategic insights for business and investment decisions.
• Oversee the preparation of all internal financial reports, including monthly, quarterly, and annual results packages for the executive team and Board of Directors.
• Develop and track key performance indicators (KPIs) and metrics to monitor the financial health and operational efficiency of the business.
• Support M&A activities with valuation modeling and due diligence, and lead financial scenario planning.

Stakeholder Partnership & Financial Leadership

• Act as a key partner to cross-functional teams, collaborating with Commercial, G&A, and R&D functions to provide financial insights, predictive analytics, and high-value recommendations.
• Foster strong partnerships across the business to ensure consistent and cohesive financial decision-making and reporting.

Team Development & Leadership

• Build and mentor a 3 person high-performing finance team 
• Drive team alignment with Catapult’s strategic goals, fostering a collaborative culture and clear career paths for team members

DECISION-MAKING / SUPERVISION

• This role operates with a high degree of autonomy, reporting to the VP of Finance and collaborating closely with the executive team. Responsibilities include strategic oversight, people leadership, and decision-making across Finance, including talent development, succession planning, and system implementations/integrations.

KEY CHALLENGES

• Establish a unified vision for the Financial Planning and Analysis function, aligned with long-term company strategy.
• Drive confidence in the FP&A by implementing robust systems, improving workflows, and providing consistent and reliable financial forecasts.
• Build a strong “brand” for the Finance team within the organization by enhancing financial reporting, visibility, and cross-functional collaboration.

KEY RELATIONSHIPS / INTERACTIONS

Regularly interacts with the CFO, executive team, senior leaders, and the People & Culture team. This role will manage partnerships with external stakeholders as well as align each business leader with FP&A to support informed decision-making across functions.

Manager

This role reports to the VP of Finance.

Direct Reports

The FP&A team includes:

This 3-person team includes an Analyst and 2 Senior Analysts all located in Boston.

GENERAL REQUIREMENTS

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