Director, Financial Planning & Analysis (FP&A)

Location: Tampa, FL 
Reports To: Chief Financial Officer 

Position Summary 

We are seeking a strategic, data-driven, and operationally minded FP&A leader to elevate our financial planning and analysis function and serve as a trusted advisor to executive leadership. This role is pivotal in driving business outcomes through financial insight, performance management, process optimization, and systems enhancement. 

The Director of FP&A will lead the company's planning, forecasting, reporting, and analytical capabilities while partnering across the organization to improve decision-making, profitability, operational efficiency, and long-term value creation. The ideal candidate brings deep experience in SaaS and professional IT services environments, a proven ability to lead transformation initiatives, influence executive decision-making, and build high-performing teams. 

 

Key Responsibilities 

Strategic Leadership 

• Partner with the CFO and executive leadership team to define and execute the company's long-term financial strategy and vision. 

• Translate corporate strategy into actionable financial plans, key performance indicators (KPIs), and measurable business outcomes. 

• Develop financial models and business cases to support strategic initiatives, investments, acquisitions, and growth opportunities. 

• Establish FP&A as a trusted business partner and thought leader across the organization. 

• Support board, lender, and executive reporting by developing insights that highlight performance, risks, opportunities, and strategic recommendations. 

• Lead financial analysis supporting product investments, R&D initiatives, pricing strategies, and market expansion opportunities. 

• Monitor industry trends, competitive benchmarks, and emerging business risks to inform strategic decision-making. 

Financial Planning & Performance Management 

• Lead the annual budgeting process, monthly/quarterly forecasting cycles, and long-range strategic planning activities. 

• Own forecasting methodologies for revenue, bookings, renewals, backlog, gross profit, EBITDA, cash flow, and key operational metrics. 

• Partner with business leaders to improve forecast accuracy, scenario planning, risk assessment, and financial accountability. 

• Develop and maintain enterprise-wide KPI frameworks and dashboards that drive performance visibility across the organization. 

• Conduct variance analysis and performance reviews, identifying trends, risks, and corrective actions. 

• Lead monthly and quarterly business reviews with executive leadership teams. 

Business Partnership & Operational Excellence 

• Serve as the primary finance business partner to functional leaders across Sales, Delivery, Customer Success, Product, Technology, and Corporate Operations. 

• Challenge assumptions, provide strategic recommendations, and influence decisions related to investments, resource allocation, pricing, and operational priorities. 

• Partner with Sales and Customer Success leadership to evaluate pipeline health, conversion trends, renewals, churn, customer profitability, and revenue growth opportunities. 

• Collaborate with Delivery leaders to improve project profitability, utilization, capacity planning, workforce management, and resource allocation. 

• Partner with Finance Operations and Accounting teams to improve cash flow forecasting, working capital management, DSO performance, and liquidity planning. 

• Identify opportunities to improve margins, operational efficiency, and overall business performance. 

Data, Systems & Transformation 

• Lead the implementation, optimization, and enhancement of financ