CATALIS

Financial Planning and Analysis

• Own and continuously refine Catalis's 3–5 year long-term financial model
• Integrate revenue drivers, cost structure, headcount, capital plans, and M&A scenarios
• Translate strategic and operating plans into financial projections for board, investor, and lender reporting
• Stress-test the model against alternative growth, pricing, and M&A scenarios
• Build and maintain the bookings-to-ARR waterfall model
• Track conversion of new bookings into recognized ARR based on implementation timelines, go-live schedules, ramp assumptions, churn, and upsell/cross-sell activity
• Partner with Revenue Operations, Sales Ops, and Implementation/Delivery teams to maintain current assumptions
• Reconcile bookings targets with ARR and revenue targets and explain variances to leadership
• Act as embedded finance partner to leaders across Catalis's verticals
• Support P&L management, forecasting, budget-to-actual analysis, and business cases for new investments
• Partner with Sales Operations on pipeline reviews, quota setting, bookings forecasting, sales compensation design, and rep productivity analysis
• Lead annual budgeting and recurring reforecast cycles
• Own monthly and quarterly reporting packages, board materials, and variance analysis
• Develop and maintain SaaS and recurring-revenue KPIs
• Ensure consistent KPI definitions across the business
• Support financial diligence and integration modeling for acquisitions
• Lead or contribute to ad hoc strategic and financial analyses for executives and investors

Director, Financial Planning and Analysis – FP&A