Director, Finance, Planning, and Analysis

About the role

As Director, Finance, Planning and Analysis at ActivTrak, you'll own the company's forecasting, budgeting and financial reporting infrastructure — giving the CFO and leadership team a clear, current view of the business at all times. This is an individual contributor role. You'll:

Build and maintain the annual budget, quarterly forecasts and long-range financial model

Work with Finance for monthly and quarterly reporting — variance analysis, KPI dashboards, and the board reporting calendar and cadence

Build and maintain SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV and rule of 40

Partner with department leaders on budget ownership and monthly spend accountability

Contribute to active finance initiatives, including product-line profitability reporting across business segments and new billing infrastructure for usage-based products, modeling scenarios for pricing, evaluating GTM investments

Act as first reviewer and approver of redlined customer contracts, evaluating financial and commercial terms before Legal review

Lead rollout of a new contract approval workflow, including implementation of a workflow/contract management tool and ownership of the contract inventory process

Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction

Partner with Finance, Revenue Operations and Business Operations to ensure data integrity across systems

Requirements

7+ years in FP&A or corporate finance, ideally with SaaS exposure

Proven track record building financial models and budgets in a high-growth environment

Strong command of SaaS metrics and unit economics

Advanced Excel/Google Sheets; experience with NetSuite, Cube, Salesforce and Power BI (or similar platforms) a plus

Experience reviewing or redlining commercial software contracts a plus

Experience presenting to executive leadership and/or a board

Strong analytical mind, comfortable moving between detail and narrative

CPA is a strong advantage

BSc/BA in Accounting, Finance or a relevant field; MSc/MBA is a plus

Benefits

Work environment

Competitive compensation and benefits

Position is remote within US (Austin, TX location preferred)

Minimal travel

Limited physical demands

This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you!

ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.

Posting text as published by Activtrak.

The evidence behind this listing

Workplace

Remote Matched in posting text

Seniority

leadership From the job title

Employment type

Not established

Location as listed

Austin, Texas, United States

Pay and work authorization

Stated pay

Not stated

Visa sponsorship

Not stated

Security clearance

Not established

Citizenship

Not established