FP&A Director, G2

• 10+ years of progressive experience in consulting, banking, FP&A or related fields
• Advanced expertise in Excel and financial modeling
• Track record of thriving in fast-paced, high-growth environments with evolving priorities

Desirable

• Reporting to the VP of FP&A, the FP&A Director role is a key leader in shaping our company’s financial strategy and operational excellence
• Working closely with the FP&A and Accounting teams, this role will own key elements of the annual operating plan, partner cross-functionally with leaders across GTM and Marketing Solutions, and deliver the insights that guide business decisions
• You’ll combine hands-on financial modeling expertise with strategic foresight to ensure we scale effectively and sustainably
• Design, build, and refine sophisticated and accurate financial models (3 statement model, revenue models) that deliver actionable insights to leadership — enabling smarter capital allocation, prioritization of investments, and identification of growth opportunities while mitigating risks
• Assess and evaluate company performance against goals, budgets, and forecasts, delivering monthly executive-ready analysis in collaboration with FP&A and Accounting
• Ensure financial perspectives are front and center in performance discussions, enabling business leaders to make data-driven, forward-looking decisions. Analyze trends to identify opportunities and mitigate risks in investment and spending decisions. This includes working closely with BizOps on M&A deal models, identifying and enabling growth levers in the business, and bringing strategic insights to business partners
• Collaborate with Revenue Operations to align targets with the revenue plan in addition to ARR forecasting to ensure targets are data-driven, achievable, and strategically aligned
• Work with Employee Success on hiring and recruiting plans, creating a standardized process for Finance review and approvals
• Coordinate with GTM and Marketing Solutions business leaders to evaluate proposals, new initiatives, and potential risks, helping shape future roadmaps
• Support the creation of the annual operating plan, building robust financial models and aligning with GTM leaders on key spend priorities
• Partner with the SLT to embed financial insights into the company’s operating rhythm, owning Finance’s role in business reviews
• Enhance accuracy and efficiency in budget modeling within our planning tool (Adaptive)
• Elevate the FP&A team from a reporting function to a strategic thought partner that drives business decisions
• Build a culture of proactive insight, business partnership, and operational excellence
• Mentor and develop team members to think beyond the spreadsheet - linking financial analysis directly to business strategy