Senior Director, Corporate FP&A & Forecasting

About the position We are seeking a highly analytical, execution‑oriented Senior Director to lead our Corporate Finance function. In this pivotal leadership role, you will drive monthly and quarterly close processes, develop global corporate spending assumptions, and deliver CFO- and Board-level financial materials with autonomy and executive partnership. You pay attention to detail while not losing sight of the big picture, and can transform complex data into actionable, executive-level insights. You will join the Corporate FP&A team—a tight‑knit, fast‑moving, and deeply collaborative group supporting corporate forecasting and reporting. Our mission is to ensure clarity, accuracy, and strategic guidance around top‑line performance. You’ll partner closely with our own internal finance teams to deliver insights that drive executive decision‑making. The team is high‑energy, detail‑oriented, and passionate about forecasting and delivering excellence. This role does not require travel; your focus is on driving accurate CFO level reporting and effective AOP plan with high‑quality analysis.

Responsibilities

• Orchestrate Financial Close: Oversee monthly and quarterly close processes, ensuring timely and accurate consolidation and variance analysis.
• Executive & Board-Level Communications: Synthesize complex financial data into executive-level reporting packages, delivering high-impact P&L commentary and strategic insights for CFO and Board-level reviews across close and forecast cycles.
• Cross-Functional Validation: Partner with Accounting, FP&A, and cross‑functional teams to validate assumptions, results, and improve reporting quality.
• Process Innovation: Architect FP&A policies and governance while proactively identifying and automating manual workstreams to achieve scalable, high-integrity financial reporting. Experience implementing AI frameworks for predictive modeling or process efficiency is preferred.
• Annual Operating Plan (AOP): Collaborate with Strategic Finance to develop the Annual Operating Plan (AOP) and Long-Range Planning (LRP) models. Partner with the broader FP&A and Systems teams to integrate and formalize the plan within Adaptive Insights.
• Forecasting: Partner with Strategic Finance to architect quarterly guidance frameworks. Drive operational synergy by aligning with Sales and Operations on the core assumptions powering the financial outlook
• Global Spend Modeling: Develop and refine global corporate spending assumptions, including payroll taxes, benefits, and burden rates by country.
• Strategic Modeling: Maintain rolling forecasts and long‑range planning models with clear articulation of risks, opportunities, and key drivers.
• Decision Support: Support strategic decision making through corporate scenario modeling and sensitivity analyses across all functions - Engineering , Sales, G&A .

Requirements

• Education: Bachelor’s degree in Finance, Accounting, Business, Economics, or related field; MBA, CFA, or CPA a plus.
• Professional Experience: 15+ years of progressive experience in FP&A and corporate function, ideally at a SaaS or subscription‑based company.
• Technical Experience: Expert-level financial modeling and excel skills, understanding of tools like Adaptive and NetSuite, and a thorough understanding of corporate processes.
• Communication Excellence: Exceptional verbal and written skills, with the ability to present complex topics to senior stakeholders with clarity and confidence.
• Priority Management: Comfortable managing multiple priorities and working under time‑sensitive deadlines and ready for multiple iterations.

Nice-to-haves

• Software Industry: Experience supporting corporate finance functions for a Software / SaaS organization.
• External Knowledge: Knowledge of industry trends, best processes across other companies.

Benefits

• The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered.

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