Finance Director

Bonterra

. Lead the annual operating plan process and quarterly reforecast cycles .

Posted 11/2/2026full-timeRemote • United StatesLead💰 $147,170 - $195,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis (FP&A) within a SaaS environment, focusing on financial modeling, forecasting, and variance analysis. Capable of presenting complex financial data to executive leadership and the Board while ensuring data accuracy and adherence to US GAAP standards.

Highest-signal resume keywords

Financial ModelingForecastingVariance AnalysisUS GAAP ReportingExecutive Presentation Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingForecastingVariance AnalysisFinancial Statement AnalysisData AccuracySaaS MetricsRevenue ForecastingCost OptimizationScenario AnalysisAd Hoc Analysis

Soft Skills

Strong Written CommunicationStrong Verbal CommunicationAttention to DetailAbility to Manage Multiple Deadlines

Tools & Technologies

ExcelAdaptiveAnaplanBusiness Intelligence Tools

Certifications & Qualifications

CPACFAMBA

Industry Keywords

SaaSRecurring RevenueM&A TransactionsBookings PerformanceRevenue Recognition Principles

Tech Stack

Tools & technologies

About the role

Key responsibilities & impact

Lead the annual operating plan process and quarterly reforecast cycles
Establish timelines, coordinate cross-functional inputs, consolidate financial models, and present results to executive leadership and the Board
Develop and maintain monthly and quarterly projections for revenue, expenses, cash flow, and headcount
Administer enterprise financial reporting processes, including management dashboards, variance analyses, KPI reporting, and Board-ready materials
Analyze financial and operational data to identify trends, performance gaps, and root causes
Present findings and clear recommendations to functional leaders
Design, document, and improve scalable FP&A processes, systems, and controls for a growing SaaS organization
Partner with Sales and Sales Operations on bookings performance, pipeline trends, revenue forecasts, sales productivity metrics, and compensation alignment
Coordinate with Accounting on internal and external financial reporting, forecasts, actuals, and US GAAP reporting
Develop and maintain financial models for pricing changes, cost optimization, and investment scenarios
Support M&A activities through financial modeling, scenario analysis, due diligence, and post-acquisition integration of financial and operational metrics
Provide ad hoc analysis to executive leadership on risks, opportunities, and resource allocation
Present financial results and forward-looking projections to executive stakeholders
Operate independently within FP&A priorities and escalate issues or systemic gaps with recommended solutions

Requirements

What you’ll need

Demonstrated experience in Business Unit FP&A or related financial planning roles within a SaaS or recurring revenue environment
Strong proficiency in financial modeling, forecasting, and variance analysis
Advanced Excel skills
Executive-ready presentation development
Solid understanding of financial statement analysis and corporate finance principles
Understanding of US GAAP fundamentals
Experience preparing management and Board-level reporting packages
Ability to manage multiple deadlines, maintain attention to detail, and ensure data accuracy in a fast-paced environment
Strong written and verbal communication skills with the ability to translate financial results into business insights
At this time, unable to consider candidates who require current or future sponsorship for employment authorization
Preferred: 8+ years of progressive FP&A experience
Preferred: Experience supporting Sales and Go-To-Market organizations with bookings and revenue analytics
Preferred: Experience supporting M&A transactions, including financial modeling and post-acquisition integration
Preferred: Familiarity with SaaS metrics such as ARR, MRR, churn, CAC, LTV, and revenue recognition principles
Preferred: Experience with enterprise planning systems such as Adaptive, Anaplan, or similar, and BI/reporting tools
Preferred: CPA, CFA, MBA, or similar advanced credential

Benefits

Comp & perks

15% annual bonus
Comprehensive medical, dental, and vision insurance with employer-subsidized premiums
Unlimited Flexible Time Off (FTO)
Paid holidays
Dedicated time off to volunteer
Bonterra 401(k) plan with a 3% company match
Potential incentives and equity as part of the total rewards package