Director of Financial Planning & Analysis, Roofr

• 8+ years of experience in FP&A, corporate finance, or strategic finance
• Prior experience in a SaaS or subscription-based business
• Strong operating and KPI orientation (not just budgeting)
• Proven ability to partner with senior business leaders
• Advanced financial modeling and scenario analysis skills
• Experience building and scaling planning processes in a growth environment
• Excellent communication skills and executive presence
• Comfortable working with ambiguity and evolving priorities

Desirable

• We are looking for a Director of FP&A to own company-wide financial planning, forecasting, and performance management for a high-growth vertical SaaS business. This role partners closely with executive leadership and functional leaders to drive operating rigor, resource allocation, and decision support
• This is a hands-on leadership role for someone who can operate both strategically and tactically in a fast-moving environment
• Own the company’s:
• Annual Operating Plan
• Quarterly forecast process
• Long-range planning model
• Lead monthly business reviews and executive reporting, including:
• KPI and operating dashboards
• Budget vs. Actuals
• Aariance and root-cause analysis
• Partner with functional leaders (Product, Sales, Marketing, Customer, G&A) to:
• Build and maintain budget ownership
• Translate strategy into operating plans
• Support headcount and investment decisions
• Build and maintain SaaS operating metrics, including (as applicable):
• Revenue
• Pipeline analytics
• Churn and retention
• CAC, LTV, and payback
• Gross margin and cost drivers
• Own headcount planning and personnel cost forecasting
• Support Board and investor materials in partnership with the CFO
• Improve financial systems, models, and planning tools
• Establish and scale FP&A processes and standards as the company grows
• Mentor and develop FP&A team member(s)