Director, Finance, Planning, and Analysis

As the Director, Finance, Planning and Analysis at ActivTrak, you will 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. You will:

• Build and maintain the annual budget, quarterly forecasts, and long-range financial model
• Own monthly and quarterly reporting: variance analysis, KPI dashboards, and board reporting materials and cadence
• Partner with department leaders on budget ownership and spend accountability
• Develop SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV, rule of 40
• Model scenarios for pricing, headcount, and go-to-market investment decisions
• Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction
• Ensure data integrity across finance systems in partnership with accounting
• This is an individual contributor role

As the Director, Finance, Planning and Analysis at ActivTrak, you will 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. You will...

• 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 FP&A tools (e.g. Netsuite, Cube, Adaptive Insights) 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 relevant field; MSc/MBA is a plus