As the Director, Finance, Planning and Analysis at ActivTrak, you will own the company's forecasting, budgeting, and financial reporting infrastructure, giving the CFO and leadership team a clear, current view of the business at all times. You will:
• Build and maintain the annual budget, quarterly forecasts, and long-range financial model
• Own monthly and quarterly reporting: variance analysis, KPI dashboards, and board reporting materials and cadence
• Partner with department leaders on budget ownership and spend accountability
• Develop SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV, rule of 40
• Model scenarios for pricing, headcount, and go-to-market investment decisions
• Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction
• Ensure data integrity across finance systems in partnership with accounting
• This is an individual contributor role
• 7+ years in FP&A or corporate finance, ideally with SaaS exposure
• Proven track record building financial models and budgets in a high-growth environment
• Strong command of SaaS metrics and unit economics
• Advanced Excel/Google Sheets; experience with FP&A tools (e.g. Netsuite, Cube, Adaptive Insights) a plus
• Experience presenting to executive leadership and/or a board
• Strong analytical mind, comfortable moving between detail and narrative
• CPA is a strong advantage
• BSc/BA in Accounting, Finance or relevant field; MSc/MBA is a plus