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Director, FP&A
Duck Creek Technologies. Own and continuously improve rolling bookings and revenue forecasts, long-range planning, and scenario models .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial modeling, forecasting, and scenario-planning capabilities within a SaaS environment, with a focus on translating complex data into actionable insights for senior leadership. Proficient in advanced Excel and experienced in building reliable KPI reporting and financial analysis.
Highest-signal resume keywords
Financial ModelingSaaS Metrics AnalysisAdvanced Excel SkillsPresentation SkillsStrategic Partnership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingForecastingScenario PlanningSaaS Metrics AnalysisKPI ReportingData AnalysisCommission Plan ModelingQuota DesignRecurring-Revenue ModelsEnterprise SaaS Economics
Soft Skills
Communication SkillsProactive ApproachJudgmentAutonomyPresentation Skills
Tools & Technologies
CRM SystemsData ToolsERP Systems
Industry Keywords
SaaSARRInvestment BankingSales OperationsFP&AGTM PipelineAE ProductivityCAC PaybackLTVEnterprise SaaS
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Own and continuously improve rolling bookings and revenue forecasts, long-range planning, and scenario models
- Lead key elements of annual planning, connecting GTM pipeline assumptions, quota capacity, hiring plans, and company objectives
- Partner with GTM leaders, Sales Operations, and FP&A colleagues to strengthen bookings and ARR forecasting
- Analyze SaaS metrics including NRR, GRR, sales capacity, AE productivity, CAC Payback, and LTV
- Translate financial findings into actionable recommendations for senior leadership
- Build and refine monthly and quarterly KPI reporting, management updates, and board materials
- Establish consistent reporting and a reliable source of truth across teams
- Support commission plan modeling and quota design
- Improve the flow and consistency of financial and operational data across CRM, data tools, and ERP systems
Requirements
What you’ll need- Strong financial modeling, forecasting, and scenario-planning capabilities
- Advanced Excel skills
- Ability to work confidently through complex data and analysis
- Experience developed across professional services and an in-house software environment
- Investment banking experience very strongly preferred
- Demonstrated experience working within a SaaS business
- Strong understanding of ARR, recurring-revenue models, and core SaaS economics
- Understanding of Enterprise SaaS metrics and capacity-based sales motions
- Enterprise SaaS experience preferred
- Ability to move between detailed financial analysis and strategic partnership with senior leaders
- Strong presentation and communication skills
- Ability to prepare executive-level materials and present insights to senior leadership
- Proactive, hands-on approach with judgment and autonomy to manage complex priorities
- Legally authorized to work in the country of the job location
- This position does not sponsor employment-based visas
Benefits
Comp & perks- Flexible-first working environment
- Intentional opportunities for teams to connect and collaborate in person
- Opportunity to contribute to technology supporting the global property and casualty insurance industry
- Global, collaborative environment where employees are encouraged to learn, contribute, and make an impact