Senior Director of FP&A / VP of FP&A

Location: Remote (EST Preferred) – Mid-Atlantic Region Preferred (DC, Baltimore, Philadelphia, NJ, NYC, Virginia, New England)

Compensation: $170,000–$200,000 Base + Bonus + Equity

About the Opportunity

Our client is a private equity-backed, high-growth SaaS company with approximately $75M–$80M in Annual Recurring Revenue (ARR) and annual growth of approximately 20%–25%. The company serves a global customer base and is entering an exciting phase of scale and operational maturity.

As the business continues to grow, they are seeking a strategic and analytical finance leader to join the organization as either a Senior Director of FP&A or VP of FP&A, depending on experience.

Position Overview

This is a highly visible leadership role responsible for driving financial planning, forecasting, strategic analysis, and executive decision support across the organization. The successful candidate will serve as a key business partner to executive leadership and play a critical role in helping the company scale efficiently while balancing growth and profitability objectives.

The ideal candidate combines a strong FP&A foundation with deep SaaS metrics expertise and experience operating within a private equity-backed environment.

Key Responsibilities

• Lead the company's FP&A function, including annual budgeting, forecasting, and long-range planning.
• Develop and maintain 3- to 5-year financial models supporting strategic growth initiatives.
• Report Actuals to Budget, Variance Analysis and highlight key trends
• Partner closely with executive leadership to provide actionable financial insights and recommendations.
• Own and enhance SaaS KPI reporting, including:
• ARR
• Bookings
• Retention and churn metrics
• Net Revenue Retention (NRR)
• Customer acquisition economics
• GTM efficiency metrics
• Prepare board-level presentations and executive reporting packages.
• Support private equity stakeholders with financial reporting, performance analysis, and strategic initiatives.
• Manage lender and debt reporting requirements.
• Drive financial rigor and accountability through effective cross-functional business partnering.
• Evaluate growth opportunities, investments, and strategic initiatives through financial modeling and scenario analysis.
• Support transaction-related activities including acquisitions, refinancing, recapitalizations, or future liquidity events.
• Identify opportunities to improve financial processes, reporting capabilities, and operational efficiency.

Qualifications

• 8+ years of progressive finance experience with increasing FP&A leadership responsibility.
• Experience within a SaaS or recurring revenue software business.
• Strong understanding of:
• ARR and recurring revenue metrics
• Retention and churn analysis
• GTM performance metrics
• Financial modeling and forecasting
• Experience leading annual planning and long-range strategic planning processes.
• Experience presenting financial results and recommendations to executive leadership.
• Excellent communication, executive presence, and business partnering skills.
• Ability to translate financial data into strategic business recommendations.

Preferred

• Private equity-backed company experience.
• Experience with lender/debt reporting.
• Experience supporting board reporting and investor communications.
• Exposure to M&A, transaction-related activities, or company exit events.
• Prior investment banking experience followed by corporate FP&A progression.
• Experience in a mid-market SaaS company ($50M–$250M ARR).

Ideal Candidate Background

Candidates may come from backgrounds such as:

• Investment Banking Analyst → FP&A Senior Analyst → FP&A Manager/Director → Senior Director/VP FP&A
• Progressive FP&A leadership experience within PE-backed SaaS organizations
• Finance leaders who combine analytical rigor with strategic business partnership