Massachusetts Jobs

Description

As the Director of FP& A, you will play a crucial role in developing the FP& A function and driving the company’s financial strategy. This position offers exposure to senior leadership, M& A activity, and the opportunity to lead and build a finance team to support the company’s rapid growth. Join a rapidly scaling Tech company backed by a top PE firm. The organization has a mature infrastructure while continuing to expand through acquisitions and organic growth. With a client base of large public companies and a global presence, the company maintains a dynamic yet close-knit culture that emphasizes teamwork and collaboration.

Key Responsibilities:

• Lead the company’s long-term financial planning process, aligning financial objectives with the growth goals set by the private equity firm.

• Develop and manage detailed financial models to support business forecasting, long-range planning, and scenario analysis.

• Partner with senior leadership to translate strategic initiatives into financial plans and budgets.

• Oversee the creation and management of the annual budget, quarterly forecasts, and variance analyses.

• Ensure rolling forecasts are updated regularly, reflecting the dynamic business environment, especially in the fast-paced tech sector.

• Provide regular financial reports to the private equity firm and the company's leadership, with a focus on key performance indicators (KPIs).

• Ensure financial reports are clear, accurate, and actionable to drive business decisions.

• Track and analyze the company’s financial and operational performance against targets, identifying trends and opportunities for improvement.

• Act as a strategic partner to the CEO, CFO, and other senior executives, helping drive business decisions with data-driven insights.

• Collaborate closely with department heads (R& D, Sales, Marketing, etc.) to ensure financial strategies align with operational needs.

• Communicate financial insights in a way that non-financial stakeholders can understand and act upon.

• Assist in the evaluation of M& A opportunities, including due diligence, valuation modeling, and post-merger integration.

• Advise on capital allocation strategies, working with private equity partners to maximize shareholder value.

• Regularly interact with the private equity firm’s investment professionals, providing updates on financial performance, growth initiatives, and potential risks.

• Be familiar with private equity-specific reporting requirements, including EBITDA tracking, covenant compliance, and exit strategy preparation.

• Optimize financial systems and processes, ensuring timely, accurate, and scalable reporting.

• Implement and maintain financial systems (such as ERP systems), ensuring they can support both the current business needs and future growth.

  Requirements

Required Experience:

• 7-10+ years of progressive finance experience, including FP& A experience at a technology company, 2+ in a leadership role.

• Previous experience working with or for private equity-backed companies, particularly in fast-growth environments, is required.

• Be familiar with private equity-specific reporting requirements, including EBITDA tracking, covenant compliance

• Experience with Private Equity raises, working with analysts etc.

• Experience in M& A and capital market transactions is often required.

• Advanced financial modeling and data analysis skills.

• Proficiency with ERP systems (e.g., NetSuite, SAP) and business intelligence tools (e.g., Adaptive Insights).

• Expertise in GAAP and financial reporting.

• Strong leadership and team management experience, including leading and mentoring FP& A teams.

• Ability to influence and work effectively with cross-functional teams.

• Excellent verbal and written communication skills, with experience presenting to C-suite executives and private equity investors.

• Strong analytical skills with the ability to think strategically and critically.

• Ability to handle ambiguity in a fast-paced environment, with a proactive approach to problem-solving.

• Understanding of the technology industry, including SaaS, cloud computing, or software development.

• Familiarity with key metrics relevant to tech companies, such as ARR (Annual Recurring Revenue), customer churn, and LTV (Lifetime Value).

• Should have aspirations/a lot of career runway to be a potential CFO

Why Work Here?

• Be part of a company expanding both organically and through acquisitions.

• Strong emphasis on teamwork, with a focus on maintaining a positive and collaborative environment.

• Work closely with the CFO, senior executives, and board members.

• Strong benefits - 401K match, 100% healthcare premium coverage

• Tuition reimbursement, strong PTO, competitive bonus and equity plan

This is a remote position with occasional travel to Boston, MUST be on the East Coast (unfortunately cannot consider applicants from NYC

Join a company at the forefront of innovation and growth, where your impact will be directly felt across the organization!

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