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Sr. Director, Financial Planning & Analysis (FP&A)
WebFXAnn Arbor, United Statesfull_timeVerifiedPosted 8 Apr 2026
About the role
About WebFX
WebFX is a $100M+ revenue, PE-backed digital marketing and revenue intelligence company headquartered in Harrisburg, PA, with offices across York and Lancaster, PA; Detroit/Ann Arbor, MI; St. Pete/Tampa and Ft. Myers, FL; Cape Town, South Africa; and Guatemala City, Guatemala. We are growing double digits year over year, carry 97% recurring revenue, and operate a four-layer business model combining services, software, data, and AI. Our owned asset portfolio includes RevenueCloudFX, our proprietary marketing attribution and intelligence platform; Nutshell CRM, a growing SMB customer relationship management platform; OmniSEO, our AI-powered SEO platform; TeamAI, our internal and client-facing AI agent platform; and SEO.com, one of the most valuable domain assets in the search industry. We are approaching an important strategic transition in 2027 and are building the financial infrastructure and leadership team to execute it with excellence.
What We're Looking For You will be the financial engine that powers WebFX through one of the most consequential periods in its history. This is not a maintenance role. You are building financial infrastructure from near-scratch in several critical areas, mentoring a FP&A team member, and owning the deliverables that will define how sophisticated buyers and sponsors evaluate this business in 2027 and beyond. You will work directly alongside a CFO with deep PE-transaction experience who is invested in your development. The ceiling for this role is defined by your performance, not by an org chart. What You'll Own Financial Infrastructure and Planning -Build and own the rolling 6-quarter financial forecast — this is your most immediate and critical deliverable -Develop and maintain the annual budget model, monthly reforecast, and variance analysis framework -Own the EBITDA add-back tracker and proactively identify every permitted adjustment each month without being asked -Build and maintain ARR bridge, MRR roll-forward, NRR cohort analysis, and CAC and LTV models that tell the business story clearly -Design and implement a monthly close narrative that translates financial results into board-ready communication within 72 hours of close Board and PE Sponsor Communication -Own the monthly financial package for our PE sponsor, including narrative, variance explanations, and forward outlook -Build and maintain the management presentation financial materials and the data room infrastructure for the 2027 sponsor transition -Develop department-level financial reporting that gives operational leaders clear visibility into their P&L without requiring finance translation -Prepare the Rule of 40, lender-adjusted EBITDA, and ARR-based metrics that sophisticated buyers and lenders will scrutinize Operational Velocity and Cross-Functional Partnership -Partner with the SVP of Commercial, RevOps, and department heads to build financial models that inform real operating decisions -Own the AI SEO revenue and cost forecast model, including token cost unit economics and margin trajectory by service line -Build and maintain the headcount and productivity model that tracks revenue per head, cost per head, and gross margin per head across all departments -Lead the financial analysis behind strategic initiatives including new product launches, pricing changes, and M&A evaluation Team Development -Directly mentor the FP&A Specialist, building their technical modeling capability, financial communication skills, and business acumen -Partner with the Controller on close process improvements, system automation, and financial controls strengthening -Build the templates, processes, and documentation that make the finance function less person-dependent over time Who You Are Non-Negotiable Experience -8 to 12 years of FP&A experience with at least 4 years at a PE-backed company -You have built a rolling multi-quarter forecast from scratch, not just maintained someone else's model -Deep fluency in SaaS and recurring revenue metrics: ARR, MRR, NRR, churn cohort analysis, CAC, LTV, and Rule of 40 -You have prepared or contributed materially to a PE board package, management presentation, or data room -Experience with a hybrid revenue model combining recurring services and software is strongly preferred -Familiarity with NetSuite, Salesforce, and Looker is a strong advantage. WebFX has deep technical capability in all three already in place
WebFX is a $100M+ revenue, PE-backed digital marketing and revenue intelligence company headquartered in Harrisburg, PA, with offices across York and Lancaster, PA; Detroit/Ann Arbor, MI; St. Pete/Tampa and Ft. Myers, FL; Cape Town, South Africa; and Guatemala City, Guatemala. We are growing double digits year over year, carry 97% recurring revenue, and operate a four-layer business model combining services, software, data, and AI. Our owned asset portfolio includes RevenueCloudFX, our proprietary marketing attribution and intelligence platform; Nutshell CRM, a growing SMB customer relationship management platform; OmniSEO, our AI-powered SEO platform; TeamAI, our internal and client-facing AI agent platform; and SEO.com, one of the most valuable domain assets in the search industry. We are approaching an important strategic transition in 2027 and are building the financial infrastructure and leadership team to execute it with excellence.
What We're Looking For You will be the financial engine that powers WebFX through one of the most consequential periods in its history. This is not a maintenance role. You are building financial infrastructure from near-scratch in several critical areas, mentoring a FP&A team member, and owning the deliverables that will define how sophisticated buyers and sponsors evaluate this business in 2027 and beyond. You will work directly alongside a CFO with deep PE-transaction experience who is invested in your development. The ceiling for this role is defined by your performance, not by an org chart. What You'll Own Financial Infrastructure and Planning -Build and own the rolling 6-quarter financial forecast — this is your most immediate and critical deliverable -Develop and maintain the annual budget model, monthly reforecast, and variance analysis framework -Own the EBITDA add-back tracker and proactively identify every permitted adjustment each month without being asked -Build and maintain ARR bridge, MRR roll-forward, NRR cohort analysis, and CAC and LTV models that tell the business story clearly -Design and implement a monthly close narrative that translates financial results into board-ready communication within 72 hours of close Board and PE Sponsor Communication -Own the monthly financial package for our PE sponsor, including narrative, variance explanations, and forward outlook -Build and maintain the management presentation financial materials and the data room infrastructure for the 2027 sponsor transition -Develop department-level financial reporting that gives operational leaders clear visibility into their P&L without requiring finance translation -Prepare the Rule of 40, lender-adjusted EBITDA, and ARR-based metrics that sophisticated buyers and lenders will scrutinize Operational Velocity and Cross-Functional Partnership -Partner with the SVP of Commercial, RevOps, and department heads to build financial models that inform real operating decisions -Own the AI SEO revenue and cost forecast model, including token cost unit economics and margin trajectory by service line -Build and maintain the headcount and productivity model that tracks revenue per head, cost per head, and gross margin per head across all departments -Lead the financial analysis behind strategic initiatives including new product launches, pricing changes, and M&A evaluation Team Development -Directly mentor the FP&A Specialist, building their technical modeling capability, financial communication skills, and business acumen -Partner with the Controller on close process improvements, system automation, and financial controls strengthening -Build the templates, processes, and documentation that make the finance function less person-dependent over time Who You Are Non-Negotiable Experience -8 to 12 years of FP&A experience with at least 4 years at a PE-backed company -You have built a rolling multi-quarter forecast from scratch, not just maintained someone else's model -Deep fluency in SaaS and recurring revenue metrics: ARR, MRR, NRR, churn cohort analysis, CAC, LTV, and Rule of 40 -You have prepared or contributed materially to a PE board package, management presentation, or data room -Experience with a hybrid revenue model combining recurring services and software is strongly preferred -Familiarity with NetSuite, Salesforce, and Looker is a strong advantage. WebFX has deep technical capability in all three already in place
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