About our client & the opportunity
our client, a
venture-backed saas unicorn
with dual headquarters in new york, is seeking a strategic
director of financial planning & analysis
to join their high-velocity growth team. This
series b saas company
has achieved remarkable traction in their market and is now scaling rapidly, requiring a seasoned
saas fp&a leader
who can architect the financial foundation for their next growth phase.
this is a career-defining opportunity to join a
fast-scaling saas organization
where recurring revenue models, subscription economics, and data-driven growth strategies are at the core of everything they do. Our client values
saas expertise
above all else and is specifically seeking candidates with deep experience in subscription business models and recurring revenue optimization.
remote position for mexico-based candidates only
- our client operates with a distributed team of saas growth experts across north america and europe.
what our client is looking for
proven saas revenue operations leader
* lead
subscription revenue planning
with laser focus on
arr acceleration
,
net revenue retention (nrr) expansion
, and
gross revenue retention (grr) optimization
* drive
saas unit economics mastery
through sophisticated cohort analysis and customer segmentation modeling
* architect
rolling forecasts
and
annual operating plans
specifically designed for saas business model dynamics
advanced financial modeling & saas metrics expert
* build and maintain
comprehensive three-statement financial models
(p&l, balance sheet, cash flow) with saas-specific revenue recognition and cash conversion cycles
* create
integrated saas financial models
that seamlessly connect subscription metrics to traditional financial statements
* own comprehensive
saas metrics framework
: cac payback optimization, ltv:cac ratio management, churn analytics, expansion revenue tracking
* develop
sophisticated cohort-based financial models
for predictive customer behavior analysis and revenue forecasting
* build
scenario planning models
using three-statement frameworks to evaluate strategic initiatives and capital allocation decisions
cross-functional saas partnership
* strategic partnership with
customer success
teams on expansion revenue forecasting and retention strategies
* deep collaboration with
sales operations
on pipeline analytics, quota planning, and territory roi optimization
* product partnership on
saas pricing strategy
analysis and feature adoption impact on key metrics
executive leadership & investor relations
* build and lead a
best-in-class saas fp&a team
with specialized subscription business expertise
* deliver
investor-grade presentations
with robust three-statement financial projections showcasing saas performance metrics and growth trajectory
* support
board communications
with compelling saas growth narratives and comprehensive financial modeling
required saas experience & qualifications
essential saas background (must-have)
* 8-12 years progressive fp&a experience
with
minimum 5+ years in pure-play saas environments
* 3-5 years leading fp&a teams
in high-growth saas companies (preferably $10m+ arr)
* deep saas metrics fluency
: arr/mrr planning, net retention analytics, cohort modeling, subscription economics
technical saas finance requirements
* expert-level three-statement financial modeling
with particular strength in saas revenue recognition, deferred revenue management, and cash flow forecasting
* advanced subscription revenue modeling
including complex billing scenarios and asc 606 compliance integrated with full p&l impact analysis
* multi-entity saas consolidation
experience with international subsidiary management and consolidated three-statement reporting
* saas financial systems expertise
: experience with zuora, chargebee, profitwell, or similar subscription billing platforms
* proven ability to build integrated models
that connect saas unit economics to traditional financial statements
strategic saas growth experience
* demonstrated track record
supporting saas companies through venture funding rounds (series a-c preferred) with comprehensive financial modeling
* customer acquisition economics expertise
: cac optimization and ltv modeling integrated with cash flow and working capital analysis
* saas pricing strategy experience
: freemium, tiered, usage-based, and hybrid pricing models with full p&l impact modeling
preferred saas experience & skills
advanced saas tech stack proficiency
* saas-focused fp&a platforms
: adaptive insights, anaplan, prophix with subscription revenue modules and three-statement integration capabilities
* revenue operations expertise
: hubspot revenue operations, salesforce analytics, subscription crm management
* saas analytics mastery
: chartmogul, baremetrics, profitwell, or equivalent subscription intelligence tools
* advanced financial modeling tools
: expert-level excel/google sheets with vba/scripting for complex three-statement models
* saas dashboard expertise
: tableau, looker, power bi with recurring revenue visualization and financial statement integration
saas industry credibility
* previous unicorn or ipo experience
in saas companies with involvement in s-1 financial statement preparation
* saas thought leadership
: conference speaking, industry publications, or recognized saas financial modeling expertise
* subscription economy certifications
or specialized training in recurring revenue models and saas financial analysis
* experience with venture capital or private equity
interactions requiring sophisticated three-statement projections
what our client offers
competitive compensation & equity
* attractive base salary
commensurate with saas leadership experience
* significant equity package
in a rapidly growing saas company with clear exit strategy
* performance-based bonuses
tied to saas growth metrics and company milestones
professional growth & development
* saas conference attendance budget
for continuous learning and industry networking
* direct mentorship
from experienced saas executives and board members
* career advancement opportunities
as the company scales from series b to ipo readiness
remote-first saas culture
* flexible remote work environment
with quarterly team gatherings
* access to top-tier saas tools and technologies
* collaborative culture
focused on data-driven decision making and rapid iteration
next steps
this is an
exclusive opportunity
for an exceptional
saas fp&a leader
ready to make a significant impact in a high-growth environment.
our client is moving quickly and seeking candidates who can demonstrate immediate value-add in the saas space through sophisticated financial modeling capabilities.
ideal candidates will have
:
* extensive
pure-play saas experience
(not just software companies)
* proven success
scaling fp&a functions in venture-backed saas environments with comprehensive three-statement financial modeling
* deep expertise
in subscription business model optimization integrated with traditional financial planning
* advanced financial modeling skills
with ability to build complex, integrated three-statement models for saas businesses
ready to join a
winning saas team
and drive the next chapter of growth through world-class financial modeling and analysis? We'd love to discuss this opportunity with qualified candidates who meet our client's specific saas and financial modeling requirements.
our client is specifically seeking candidates with deep saas expertise and advanced three-statement financial modeling capabilities - this role requires extensive experience with subscription business models, recurring revenue optimization, and sophisticated saas financial planning methodologies.