Director, FP&A

Advisor360•Needham, MA

About The Position

Advisor360 is seeking a Director of FP&A to lead our organization through strategic financial analysis and planning. This individual will play a key role in shaping our financial future by guiding budgeting, forecasting, financial modeling, and performance management. Reporting directly to the SVP, Strategic Finance, the Director will partner with senior leadership to drive financial insights, support data-driven decision-making, and ensure our financial goals align with overall business objectives.

Requirements

Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or relevant certification (e.g., CPA, CFA) is preferred.
8+ years of progressive experience in FP&A, financial analysis, or related fields.
Deep understanding of B2B SaaS businesses, metrics, and customer lifecycles.
Strong analytical, problem-solving, and modeling skills, with a deep understanding of financial statements and business drivers.
Excellent interpersonal and communication skills, with the ability to present complex financial information to executive leadership.
Experience with Google Sheets
An ability to distill complex issues into structured frameworks and develop concrete action plans.
Thrives in a fast-paced environment, adapting quickly to changes in business needs and priorities.
High degree of accuracy in preparing financial reports, budgets, and forecasts.

Responsibilities

Oversee the end-to-end budgeting and forecasting processes, including annual budgets, quarterly forecasts, and long-term strategic planning.
Collaborate with cross-functional teams to collect, analyze, and validate assumptions, ensuring alignment with corporate objectives.
Establish and maintain a rolling forecast model to anticipate and react to business changes.
Lead monthly and quarterly financial performance reviews, analyzing variances, identifying trends, and providing actionable insights.
Develop key performance indicators (KPIs) to measure operational effectiveness, providing guidance to improve financial and operational outcomes.
Conduct ad-hoc analyses to support strategic initiatives, mergers and acquisitions, and other financial projects.
Serve as a trusted advisor to business leaders, supporting financial decision-making with relevant and timely insights.
Partner with departments such as Product & Engineering, Sales, Marketing, Operations, and others to drive revenue growth, cost optimization, and resource allocation.
Develop financial models and scenario analyses to support business cases and investment opportunities.
Oversee the development and presentation of accurate and timely financial reports, including income statements, balance sheets, cash flow statements, and management dashboards.
Drive improvements in financial reporting tools and processes, ensuring consistency, accuracy, and transparency.
Collaborate with the IT and data analytics teams to enhance financial data accessibility and support self-service reporting for business units.
Identify and implement process improvements to streamline FP&A activities, reduce cycle times, and enhance accuracy.
Evaluate and deploy financial planning systems and tools that support advanced analytics, automation, and scalability.
Stay updated on industry best practices, continuously seeking ways to leverage technology for enhanced financial insights.