Director of FP&A

Harper

. Build the annual operating plan and budget with department heads and take it through board approval .

Posted 11/9/2026full-timeRemote • United StatesLead💰 $180,000 - $210,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including revenue forecasting, budget management, and strategic finance within SaaS environments. Proficient in modeling financial scenarios, managing cap tables, and ensuring compliance with GAAP standards.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Revenue ForecastingBoard And Investor ReportingModeling SkillsSaaS Revenue Recognition

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operating ModelsScenario ModelsCash ForecastsGross Margin AnalysisCost To Serve AnalysisKPI DefinitionFinancial ModelingBudget ManagementCap Table ManagementFundraising Support

Soft Skills

Excellent Communication SkillsComfort With AmbiguityOwnership

Tools & Technologies

SalesforceXeroRampCarta

Certifications & Qualifications

CPACFAMBA

Industry Keywords

SaaSUsage-Based RevenueGAAPVenture-BackedPrivate Equity-Backed

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Build the annual operating plan and budget with department heads and take it through board approval
Own rolling forecasts for revenue, expenses, headcount, cash, and runway
Build scenario models for headcount, pricing, partner terms, and downside cases
Forecast revenue from the Salesforce pipeline and operating model
Own headcount planning and fully loaded cost per role
Analyze gross margin by customer and channel, cost to serve, and cloud hosting spend
Support enterprise deal pricing and deal economics
Model partner economics and pressure-test proposed terms
Define KPIs and maintain a single source of truth for ARR, MRR, NRR, burn, and runway
Own the financial section and KPI pages of the board deck and board-approved budget
Track financing agreement milestones, conditions, and upcoming obligations
Respond to investor and portfolio reporting and benchmarking requests
Provide financial inputs for quarterly stockholder updates and weekly leadership summaries
Coordinate the cap table with legal and Carta and own stock-based compensation expense
Lead fundraising support, including the model, data room, and diligence responses
Support strategic transactions with modeling, diligence, and quality-of-earnings preparation
Track convertible notes and debt instruments
Own the finance stack and tool integrations across Xero, Ramp, Salesforce, the operating model, and Carta
Run the close and budget calendars
Set approval policies and spend controls and document scalable finance processes
Oversee accounting and the close while partnering with accounting resources to ensure accurate, timely, audit-ready books

Requirements

What you’ll need

8–12+ years in FP&A, strategic finance, or a related finance leadership role, including time at a venture- or PE-backed software company
Experience owning board and investor reporting, including the financial section of a board deck and a board-approved budget
Exceptional modeling skills, including operating models, revenue forecasts, cash forecasts, and scenario models
Fluency in SaaS and usage-based revenue, including ARR, MRR, NRR, gross margin, and cost to serve
Strong working knowledge of GAAP, revenue recognition, and the monthly close
Experience with fundraising, diligence, cap table management, or strategic transactions
Experience modeling partner or channel economics and supporting a deal desk preferred
Experience with infrastructure, database, or cloud software businesses and hosting cost structures preferred
Experience implementing or improving finance systems and spend controls preferred
CPA, CFA, or MBA preferred
Hands-on experience with Xero, Ramp, Salesforce, and Carta nice to have
Fluency with AI tools to speed up analysis, modeling, and reporting nice to have
Comfort with ambiguity, ownership, and fast-moving early-stage environments
Excellent communication skills for translating financial information into recommendations for department heads, executives, and the board