Director, Finance, Planning, Analysis

ActivTrak

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

Posted 9/22/2026full-timeRemote • Texas • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, with a strong focus on SaaS metrics, financial modeling, and budget management. Proven ability to partner with leadership and present complex financial data effectively.

Highest-signal resume keywords

Financial ModelingSaaS Metrics AnalysisBudget ManagementAdvanced ExcelCPA

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningVariance AnalysisKPI Dashboard DevelopmentScenario ModelingData Integrity Management

Soft Skills

Analytical ThinkingCommunication SkillsDetail Orientation

Tools & Technologies

NetsuiteCubeAdaptive InsightsGoogle Sheets

Certifications & Qualifications

CPA

Industry Keywords

FP&ACorporate FinanceSaaSHigh-Growth Environment

About the role

Key responsibilities & impact

Build and maintain the annual budget, quarterly forecasts, and long-range financial model
Own monthly and quarterly reporting, including 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, including ARR, NRR, CAC, LTV, and 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
Work as an individual contributor

Requirements

What you’ll need

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 such as Netsuite, Cube, or Adaptive Insights is 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

Comp & perks

Competitive compensation and benefits
Position is remote within US (Austin, TX location preferred)
Minimal travel
Limited physical demands
Equal opportunity employer
Inclusive work environment
Diversity commitment