Jobs and Careers

Director, Financial Planning and Analysis (B2B, Fintech, SaaS)

United Statesfull_timeVerifiedPosted 3 Jun 2026

About the role

Who We Are:

At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise.

We are seeking a Director, Financial Planning and Analysis to lead and serve as the senior finance business partner to our Go-to-Market and functional leadership teams. This is a pivotal role in the evolution of Emburse’s FP&A organization — one that demands equal parts financial rigor, commercial instinct, and the ability to develop a high-performing team of finance professionals.

The Director will own the full B/U FP&A function, including Revenue forecasting, expense management across commercial and operational functions, and the planning and forecasting process for the business units. They will lead a team and be expected to elevate both the analytical output and the business partnering capability of the team in supporting Emburse’s growth.

The ideal candidate is a mature finance leader who has supported a full P&L, with demonstrated depth across GTM and SaaS revenue drivers, including ARR, bookings, pipeline analytics, and customer economics, as well as the commercial expense structures underpinning the SaaS business model.

**Please note this is a hybrid role (3 days a week in our Addison, TX office) and we are NOT able to offer sponsorship now or in the future**

What you will do

Serve as the primary senior finance partner to functional business unit leaders, building trusted
relationships that make FP&A a thought leader
Lead the Annual budget and monthly forecast process ensuring alignment with Emburse’s
strategic goals while driving B/U accountability for financial results
Own the revenue and bookings forecast across segments and product lines, partnering with
Sales leadership to build and maintain driver-based models
Responsible for Revenue, Expense, and KPI reporting, while articulating business drivers of
financial results and variances
Collaborate cross-functionally across B/U operations to build alignment and credibility of
analytical support for financial projections, initiatives, and investments
Partner with the VP, FP&A and Strategic FP&A function to ensure integration of financial
forecasts, analysis, and narratives within consolidated deliverables such as board reporting, long
term financial planning, and financial reporting
Ensure the integrity and analytical depth of financial metrics, working across CRM and billing
systems to produce reliable, decision-grade data
Lead and support transformation initiatives such as creation or enhancement of operating KPIs,
automation through AI enablement and adoption, and standardization of reporting cadences
Establish consistent analytical standards, modeling hygiene, and communication norms across
the B/U FP&A function
Coach and develop a team of four FP&A professionals to build a capable, insight-driven finance
function

What you will bring

Bachelors Degree within Finance (MBA Preferred) OR proven equivalent work history
8-12 years of progressive FP&A experience, with a track record of increasing responsibility
6+ years of experience in a leadership role
Deep understanding of SaaS Revenue and Expense drivers within a FP&A function
Strong command of GTM framework and metrics
Prior ownership of planning and forecasting cycles (including annual budget, monthly forecast, and long-range plan)
Proven ability to build and maintain trusted relationships with senior business unit leaders
Exceptional communication skills — able to deliver financial narratives to senior leadership that connect the numbers to the business and drive action
Experience in utilization of CRM and billing system data (e.g., Salesforce, NetSuite) preferred
Ability to leverage AI (Claude, ChatGPT, Gemini) to create process efficiencies and automation

Why Emburse?

Finance is changing—and at Emburse, we’re leading the way. Our AI-powered solutions help organizations eliminate inefficiencies, gain real-time visibility, and optimize spend—so they can focus on what’s next, not what’s slowing them down.

• A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize

their finance operations.

• A Team