Director of FP&A

TRAX

. Lead annual budgeting, rolling forecasts, long-range planning, and scenario analysis using integrated multi-entity three-statement models .

Posted 10/16/2026full-timeRemote • United StatesLead💰 $150,000 - $190,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and reporting, while leveraging advanced Excel skills and integrated financial models. Proven ability to partner with executive leadership and cross-functional teams to drive financial performance and strategic decision-making.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)Integrated Three-Statement Financial ModelsCash Flow ForecastingERP Systems And Financial Reporting ToolsM&A Financial Due Diligence

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingFinancial ReportingPerformance AnalysisData Integrity ImprovementKPI Dashboard CreationScenario AnalysisRevenue Trend AnalysisProfitability AnalysisCash Management Reporting

Soft Skills

CollaborationCommunicationLeadershipAnalytical ThinkingProblem Solving

Tools & Technologies

ERP SystemsBI ToolsAI AutomationFinancial Planning ToolsReporting Tools

Certifications & Qualifications

Bachelor's Degree In FinanceMBA Or Other Advanced Degree

Industry Keywords

SaaSSubscription-Based SoftwarePrivate Equity-BackedCross-Border TransactionsDebt Covenant Compliance

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

Lead annual budgeting, rolling forecasts, long-range planning, and scenario analysis using integrated multi-entity three-statement models
Own monthly and quarterly reporting packages, KPI dashboards, and presentations for executive leadership, the Board, investors, and lenders
Partner with the Controller to ensure reporting accuracy and alignment with accounting results
Analyze budget-to-actual variances, revenue trends, profitability, ARR, retention, churn, CAC, and LTV
Provide insights on financial trends, risks, and opportunities
Advise the CFO and executive team on financial and operational decisions
Evaluate growth opportunities, pricing strategies, investments, resource allocation, and operational improvements
Support M&A activities, including cross-border transactions, financial due diligence, transaction modeling, and integration planning
Partner with functional leaders to establish financial targets, evaluate performance, and drive accountability
Manage cross-border financial considerations, including transfer pricing, local statutory requirements, and workforce cost modeling
Own the 13-week cash flow forecast, liquidity planning, working capital analysis, and cash management reporting
Support treasury activities, cash positioning, banking relationships, and debt management
Manage debt covenant compliance, forecasting, lender reporting, and risk identification
Lead evaluation, rollout, and optimization of FP&A, ERP, reporting, and BI tools
Use AI and automation to improve forecasting, reporting, and analysis and reduce manual work
Improve data integrity, streamline financial processes, and enhance reporting capabilities
Partner with the CFO, Controller, executive leadership, functional leaders, HR, and cross-functional teams

Requirements

What you’ll need

Bachelor's degree in Finance, Accounting, Economics, Business, or a related field from an accredited institution
5+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, or a related field
Experience in a SaaS or subscription-based software business
Proven track record building and maintaining integrated three-statement financial models
Experience supporting a global, multi-country business
Hands-on experience with cash flow forecasting, budgeting, financial reporting, and performance analysis
Experience preparing reporting and presentations for senior leaders and external stakeholders
Experience with ERP systems and financial planning or reporting tools
Advanced Excel skills
Candidates must be authorized to work in the United States without the need for sponsorship
Successful completion of standard employment verification (I-9) and background checks
Nice-to-haves: MBA or other advanced degree; experience in a private equity-backed or high-growth SaaS environment; experience implementing financial systems, reporting tools, or AI-powered automation; experience with treasury management, debt covenant compliance, and lender reporting; exposure to M&A, including financial due diligence and integration planning; experience leading and developing FP&A team members, ideally across time zones

Benefits

Comp & perks

Remote-first work environment
Generous medical, dental, and vision insurance coverage
Company-paid life and disability insurance
401(k) retirement plan available
Paid parental leave
Flexible vacation policy: take the time you need, when you need it
Company-provided work equipment
Opportunities for internal growth and career development
A bonus may be provided as part of the compensation package