Director of Financial Planning & Analysis, Ottimate

• Bachelor's degree; MBA or CPA preferred
• 8–12 years of progressive FP&A experience, with 3+ years in SaaS and/or Fintech environments
• Deep understanding of SaaS metrics (ARR, NDR, CAC, LTV, churn) and Fintech/payments dynamics (interchange, processing costs, revenue share)
• Strong modeling skills and fluency in Excel; experience with FP&A tools (e.g., Cube, Mosaic, Anaplan) and data platforms (e.g., Looker, PowerBI, Tableau)
• Excellent communication and presentation skills; comfort working with C-level executives
• Proven ability to lead cross-functional projects, identify and collaborate with key stakeholders, and influence without authority
• If you are excited about the role but do not meet 100% of the qualifications listed above, we encourage you to apply

Desirable

• The Director of FP&A will be responsible for all aspects of financial planning, analysis, and reporting
• You will partner closely with senior leadership across Product, Sales, Payment Operations, Customer Success, and Engineering to drive financial insight, support strategic decision-making, help ensure data accessibility and hygiene throughout the organization, and ensure fiscal discipline
• You will also play a key role in managing unit economics for SaaS and payments revenue streams, optimizing margins, and scaling our FP&A function
• Lead the annual budget, rolling forecasts, and long-range planning processes
• Develop comprehensive financial models that integrate both SaaS revenue streams (e.g., subscriptions, professional services) and payments revenue streams (e.g., interchange, value-added services). Such models would incorporate cash flow forecasts and sensitivity/scenario analyses to support decision-making
• Provide strategic financial guidance and planning support to the C-suite and functional leads
• Serve as the primary finance partner to leaders across Sales, Marketing, Product, Engineering, and Operations to evaluate initiatives, pricing models, customer acquisition strategies, and key Saas/Payment metrics
• Collaborate with the Sales team on commission plan design, quota setting, and sales efficiency analysis
• Work with the Product and Payments teams to model the financial impact of new features, pricing changes, and payment partner agreements
• Analyze SaaS and payments performance KPIs including ARR/MRR, gross margin, retention/churn, interchange revenue, and take rate
• Support product monetization strategies and payments/fintech-related compliance initiatives
• Develop and manage a suite of dashboards, reporting tools, and KPIs that provide real-time visibility into financial and operational performance across both SaaS and payments businesses
• Develop and manage sophisticated models to analyze key SaaS metrics, including Annual Recurring Revenue (ARR), Net Dollar Retention (NDR), Customer Acquisition Cost (CAC), and the Magic Number
• Build and refine models for critical payments KPIs, including Gross Payment Volume (GPV), Take Rate, Net Take Rate, Transaction Margin, and cost of processing (interchange, partner costs)
• Conduct in-depth cohort analysis, pricing and packaging analysis, and ROI analysis for new products and marketing initiatives
• Own monthly and quarterly management reporting including variance analysis and board decks
• Lead monthly variance analysis of actuals vs. budget/forecast, providing clear commentary on business drivers
• Deliver actionable insights on operational efficiency, revenue growth, and margin improvement
• Lead the buildout and optimization of FP&A tools (e.g., PowerBI, Adaptive Insights, Anaplan, or Excel models)
• Drive automation of reporting and planning processes; ensure data integrity and consistency
• Collaborate with accounting on close processes and reconciliation between GAAP and operating metrics
• Manage, mentor, and grow a high-performing FP&A team
• Foster a culture of accountability, collaboration, and continuous improvement