Responsibilities
- Own and lead the annual financial planning process, rolling forecasts, and long-range plans with clear timelines, accountability, and rigor.
- Build and maintain driver-based financial forecasts grounded in operational reality, explicitly modeling seasonality, onboarding ramps, client concentration, timing lags, and variability.
- Deliver timely and insightful budget vs. actuals analysis, translating financial variances into underlying operational and commercial drivers.
- Provide client- and cohort-level financial insight, including analysis of top clients, pipeline dynamics, onboarding progress, churn, and margin performance.
- Proactively identify risks, trade-offs, and emerging issues, communicating decision points early rather than explaining outcomes after the fact.
- Partner closely with Revenue Operations, Solutions Engineering, Strategic Finance, and Treasury to ensure financial narratives align with commercial and operational reality.
- Develop financial models and conduct scenario analysis to evaluate growth initiatives, investments, and strategic decisions.
- Lead, mentor, and develop a high-performing FP&A team, raising the standard for analytical thinking, judgment, and business understanding.
- Prepare and support financial materials for executive leadership, the Board, and investors, including data room support and diligence requests.
- Implement and scale next-generation FP&A systems and dashboards that integrate financial and operational data, reducing reliance on spreadsheet-centric workflows.
Requirements
- 12+ years of progressive experience in FP&A, corporate finance, investment banking, or related roles.
- Experience in fintech, payments, or other transaction-based technology businesses.
- Proven ownership of complex, end-to-end planning and forecasting processes in high-growth, global environments.
- Demonstrated ability to build driver-based financial models that reflect how the business actually behaves, not simplistic averages.
- Strong judgment and intellectual curiosity, with a track record of constructively challenging assumptions and anticipating leadership questions.
- Ability to clearly communicate financial insights and implications to executive, Board, and investor audiences.
- High proficiency in Excel and modern financial planning and analytics tools.
- Ability to manage ambiguity, large data sets, and multiple concurrent priorities with discipline and clarity.
