Finance Operations Director

What you'll do

• Financial Planning & Long-Term Model
• Own and maintain the company’s long-term financial model, including key business assumptions, financial targets, and integrated P&L, balance sheet, and cash flow projections.
• Lead scenario and sensitivity analyses to evaluate growth paths, profitability, investment priorities, risks, and opportunities.
• Support the annual budget, rolling forecast, and long-range planning processes, ensuring alignment between near-term execution and long-term objectives.
• Consolidate financial and operational inputs from multiple teams into a holistic company outlook.
• Business Performance & Consolidation
• Connect and consolidate insights across the company’s main FP&A areas, including business performance, revenue and KPIs, operating expenses, and cash flow.
• Analyze actual results versus budget, forecast, and prior periods, and identify key performance drivers, trends, risks, and opportunities.
• Develop executive-level reporting, dashboards, and recommendations to support informed decision-making.
• Partner with business leaders to improve financial visibility, accountability, and execution.
• Revenue, KPIs & Business Analytics
• Analyze revenue performance and key SaaS and operating metrics, including bookings, ARR, NDR, churn, productivity, gross margin, and other relevant KPIs.
• Build and enhance financial and operational models that support forecasting, target setting, and performance management.
• Partner with Revenue Operations, Sales, Customer Success, Product, and other stakeholders to ensure data quality and consistent business definitions.
• Translate complex datasets into clear business insights and actionable recommendations.
• Pricing & Commercial Finance
• Lead and support pricing and costing analyses for products, services, and commercial initiatives.
• Partner with Sales, Product, and business stakeholders on deal pricing, deal structure, discounts, profitability, and commercial trade-offs.
• Develop pricing models, unit economics, profitability analyses, and business cases for new offerings and growth initiatives.
• Assess the financial impact of pricing changes and recommend actions that balance growth, competitiveness, margin, and cash considerations.
• Expenses, Profitability & Cash Flow
• Support company-wide expense planning, headcount analysis, and ongoing forecasting.
• Analyze cost drivers, operating leverage, profitability, and efficiency opportunities.
• Support cash flow forecasting and liquidity planning by connecting revenue, billing, collections, expenses, and other known cash movements.
• Highlight variances and recommend corrective actions when performance differs from plan.
• Executive, Board & Investor Relations Support
• Support quarterly earnings and investor relations processes through high-quality financial analysis and clear messaging.
• Prepare materials for executive leadership, Board and Audit Committee meetings, investor presentations, earnings calls, and Q&A documents.
• Monitor peer performance, analyst expectations, and relevant market trends.
• Help translate the company’s performance, outlook, and financial priorities into a clear and credible external narrative.
• Financial Systems, BI & Process Enablement
• Lead and support the selection, design, implementation, and adoption of financial systems and planning tools, including FP&A planning platforms, budgetary-control solutions, BI and reporting tools, and relevant ERP capabilities.
• Translate Finance and business requirements into scalable system configurations, data structures, workflows, controls, and reporting solutions.
• Partner with Finance, Accounting, Procurement, IT, Data/BI, and external implementation partners throughout requirements definition, testing, rollout, documentation, training, and ongoing optimization.
• Establish reliable integrations and data flows across financial and operational systems, with clear governance, reconciliations, access controls, audit trails, and ownership.
• Drive automation and self-service reporting to improve forecast accuracy, budget visibility, management insights, and process efficiency.
• Cross-Functional Projects & Process Improvement
• Lead cross-functional financial projects and ad hoc analyses for senior management.
• Drive improvements in planning, reporting, modeling, data quality, automation, and operating processes.
• Operate as a hands-on finance partner who can move effectively between detailed analysis and executive-level communication.