Director of Financial Planning & Analysis, Loopio

• 5–8+ years of experience in FP&A, strategic finance, investment banking, consulting, or related finance roles
• Experience in high-growth SaaS or software businesses
• Strong understanding of SaaS metrics, including ARR, NRR, CAC, LTV, churn, and revenue forecasting
• Advanced financial modelling and Excel / Google Sheets skills
• Experience preparing executive and board-level reporting materials
• Strong analytical, communication, and presentation skills
• Proven ability to influence cross-functional stakeholders
• Experience managing or mentoring junior team members
• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Whether or not your experience ✅ checks off all the boxes on a job posting, we still encourage you to apply to ensure that your application receives a review from our team

Desirable

• We are seeking a highly analytical and business-oriented Director, Financial Planning & Analysis to lead core financial planning and analysis activities while supporting executive decision-making across the organization
• The Director, FP&A, will lead the company’s financial planning, forecasting, management reporting, and strategic finance functions
• This role requires a highly analytical finance leader with strong SaaS operating model expertise, executive communication capabilities, and experience building scalable planning processes in a high-growth environment
• The Director will oversee core FP&A operations, manage and mentor team members, and partner cross-functionally with leaders across Sales, Marketing, Customer Success, Product, Engineering, and Operations
• This is a highly visible role with regular interaction with executive leadership, Board members, and investors
• Lead the company’s annual budgeting process, quarterly reforecasting, and long-range financial planning
• Own consolidated SaaS operating model including ARR, revenue, bookings, churn, CAC, gross margin, and operating expense forecasting
• Develop driver-based financial models to support growth planning and investment decisions
• Monitor actuals vs. forecast and provide variance analysis with actionable recommendations
• Own monthly, quarterly, and annual reporting packages for executive leadership and Board of Directors
• Deliver insights into company performance, key SaaS metrics, cash flow, and operational efficiency
• Translate complex financial and operational data into actionable recommendations for senior stakeholders
• Support investor relations, fundraising activities, lender reporting, and due diligence processes as needed
• Serve as a strategic finance partner to GTM, Product, Engineering, and Customer Success leadership teams
• Drive accountability around departmental budgets, hiring plans, and operational KPIs
• Conduct scenario analysis and sensitivity modelling to support strategic decision-making
• Identify opportunities to improve efficiency, margin performance, and resource allocation
• Partner with budget owners to evaluate hiring plans, resource allocation, pricing, and operational initiatives
• Analyze SaaS metrics and unit economics to improve forecasting accuracy and business performance
• Manage and mentor StratFin Manager team members
• Review and consolidate departmental submissions and reporting deliverables
• Establish reporting standards, planning processes, and financial controls across FP&A activities, inclusive of updating the Playbook
• Help build a high-performing, scalable finance function aligned to company growth objectives
• Improve financial planning processes, reporting automation, and data quality
• Partner with the Business Operations, Data, and Finance teams to streamline reporting infrastructure
• Support implementation and optimization of FP&A and BI tools
• Maintain financial models and ensure consistency across reporting outputs