Director, FP&A

Kapitus

About The Position

The Financial Planning & Analysis (FP&A) team, part of the broader Strategy & Finance function, is responsible for engaging business leaders to drive short- and long-term budgeting, forecasting, and financial reporting. Reporting to the VP of Strategic Finance, the Director, FP&A will own the FP&A function end-to-end, with a primary focus on designing and scaling processes, implementing modern planning tools (such as Anaplan), and building a high-performing team that operates with public-company rigor in a PE-backed private-company environment. You will be accountable for our company-wide planning cadence, forecasting methodologies, and management reporting framework, ensuring they are robust enough to support a complex financial services business that is “public ready.” You will partner closely with senior executives across the organization to drive operating leverage, optimize unit economics, and proactively identify financial and operational risks and opportunities. The ideal candidate brings financial services experience and has helped build or transform FP&A at a high-growth and/or public company, including exposure to public-company–style processes, controls, and reporting expectations.

Requirements

Bachelor’s Degree required; MBA or advanced finance certification (e.g., CFA or FPAC) preferred
8–10+ years of progressive experience in FP&A, corporate finance, investment banking, and/or management consulting, with a substantial portion in financial services (required)
Demonstrated experience building, scaling, or transforming FP&A capabilities at a high-growth and/or public company, ideally including:
Ownership of budgeting, forecasting, and management reporting processes
Exposure to public-company–style controls, calendar discipline, and Board/Executive reporting
Proven track record of owning and improving core FP&A processes in a way that makes a private company effectively “public ready” (e.g., governance, documentation, auditability, repeatability)
Hands-on experience implementing and/or administering modern planning tools, preferably Anaplan, including model design and integration with ERP/GL and data platforms
Demonstrated experience leveraging AI and machine learning tools to enhance FP&A capabilities, including but not limited to forecasting accuracy, anomaly detection, scenario modeling, and the automation of routine analytical tasks. A strong desire to continue developing these skills and driving AI adoption across the finance function is required
Expert-level financial modeling and analytical skills, with the ability to both build and review complex models (revenue, expense, cohort, portfolio/credit, and cash flow)
Exceptional communication skills and executive presence, with a demonstrated ability to influence senior stakeholders and simplify complex concepts for non-finance audiences
Strong leadership skills with a successful track record of building, developing, and retaining high-performing FP&A teams
High degree of organization, attention to detail, and ownership in a fast-paced, evolving environment

Responsibilities

Lead, mentor, and develop a small but impactful FP&A team, providing consistent feedback, career development guidance, and performance management
Define and communicate the vision, mandate, and operating model for FP&A in a “public ready” environment, including how the team partners with Strategy, Accounting, Treasury, and business leaders
Set and enforce high standards for analytical rigor, data integrity, timeliness, and clarity across all FP&A outputs
Promote a culture of accountability, creative problem-solving, and cross-functional collaboration within the Strategic Finance team
Inspire and create a motivating environment through coaching, mentoring, and enablement
Provide opportunities to participate in both formal and informal developmental activities
Working with senior leaders and department head, set expectations for all team members and hold employees accountable for results
Lead hiring, performance management, compensation, and evaluation of team members
Collaborate with Kapitus leadership and HR to continually refine and modify career growth and succession plans to meet changing business needs
Own the end-to-end financial planning calendar, including the annual operating plan (AOP), long-range plan (LRP), quarterly reforecasts, and monthly outlooks
Design and implement scalable, repeatable FP&A processes that mirror public-company discipline (e.g., structured monthly close and reporting cycles, standardized packages, clear calendar and expectations)
Lead the evaluation, selection, implementation, and ongoing governance of planning and reporting tools, with a particular emphasis on Anaplan or similar enterprise planning platforms
Additionally, lead the evaluation of ways to integrate AI tools to augment variance analyses, commentary generation, and set reporting
Standardize KPIs, dashboards, and reporting packages used across the business, ensuring consistency between internal management reporting and external-facing metrics (where applicable)
Build and refine forecasting methodologies (e.g., driver-based, cohort, portfolio/credit, and revenue models) appropriate for a high-growth financial services company
Oversee company-wide budgeting and forecasting processes to ensure they are accurate, timely, and aligned with strategic and financial objectives
Develop and continuously improve executive-ready reporting for senior leadership and the Board, including monthly and quarterly business reviews and deep dives
Lead the creation of robust scenario analysis and sensitivity models to support strategic decisions (e.g., growth investments, pricing changes, risk appetite, capital allocation, and funding strategies)
Translate company-level goals into detailed financial targets and KPIs by business unit, product, and function, and ensure clear accountability for performance against plan
Support audit, due diligence, and external stakeholder requests (e.g., lenders, rating agencies, or potential investors) with the level of quality and control expected of a public company, while the company remains private
Design and maintain planning and reporting that capture the nuances of financial services products, including revenue recognition, loss/credit dynamics, funding costs, liquidity, and capital efficiency
Drive continuous improvement in unit economics and operating leverage, identifying and executing on levers for margin expansion and expense optimization
Contribute to strategic initiatives including new product launches, geographic or segment expansion, and potential M&A or strategic partnerships, by owning the financial modeling and performance outlooks
Additional responsibilities as requested by management.

Benefits

Competitive Base Salary Range of $121,700-$195,300. Kapitus is providing this as a good faith salary range to comply with applicable law. The applicant’s final salary will depend on a number of factors including the applicant’s geographic location, skills, and experience.
Annual Incentive Compensation Eligibility – Up to 15% annually
Health Insurance: We offer comprehensive medical, dental, and employer-paid vision plans through UnitedHealthcare (UHC), with various coverage levels available to meet the needs of our employees and their families.
100% Company Paid Insurances: Kapitus fully covers the cost of basic short-term and long-term disability insurance, as well as vision insurance, ensuring our employees have comprehensive protection without any personal expense.
Voluntary Insurance: Supplemental life insurance as well as enhanced short- and long-term disability coverage are available through Mutual of Omaha, providing additional security for our employees. Additionally, Colonial Accident and Hospitalization insurances are also available, offering further protection against unforeseen events.
Paid Maternity and Parental Leave: Beyond state-mandated leave policies, Kapitus provides company-paid maternity and parental leave, supporting our employees during important family milestones.
LifeBalance Program: Enhance your lifestyle with our LifeBalance membership, which offers discounts on outdoor activities, the arts, health, and fitness. Additional benefits include:
Pet and car insurance discounts.
Financial services such as LegalShield.
Relaxation and stress management tools, including a fully covered annual subscription to The Calm App.
Plum Benefits Discount Program: Access exclusive discounts on shows, travel, car rentals, and more, enriching your personal and family life.
Tuition Reimbursement: Pursue further education with up to $5,000 annually in tuition reimbursement, plus opportunities to attend relevant conferences and career development events.
Transit Reimbursement: We also offer transit reimbursement for all work-related travel, supporting your involvement in career and personal development activities.
Paid Time Off and Sick Time
Retirement Benefits: Our 401K plan is managed through Fidelity, featuring a 25% match on employee contributions, helping you plan for a secure financial future.