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Charles River Development is driving dramatic transformation across a number of different areas including business strategy to better position the company to continue thriving and growing in the exciting Fin/Tech SaaS space. The FP&A team sits at the forefront of many of these changes and plays a key role in helping the company manage through them. FP&A provides financial support to the key stakeholders (CRD CEO, executive management team, Corp Groups, etc.) and is responsible for managing a global P&L in a high growth business. We are looking for a highly committed, technically sound and organized individual with strong project management, analytical skills and successful record of accomplishment developing, deploying and sustaining financial models. In this role, you will be responsible for managing, improving and advising the FP&A and CRD Leadership team on key financial deliverables. The successful candidate will be a highly motivated individual who has the ability to work through ambiguity, think broadly while paying attention to financial and operational details, proactively solve problems, and drive process management. They should have a proven track- record of excellence in modeling and analytics, leading, building and managing a team, ability to influence and advise others, and proven success in executing change management initiatives. Must be able to drive results. The Director of FP&A Finance, reporting to CRD's Chief Finance Officer, will be a business partner and manage the planning and forecasting processes at CRD and lead in complex financial modeling and implement governance, controls and process improvement initiatives.
What you will be responsible for As a Director of Financial Planning and Analysis, you will
Own and lead the FP&A function, manage a team of finance professionals
Proactively advise the senior management team on the financial performance of the business.
Drive the annual planning and monthly forecasting processes, including, including on-going financial forecasts and long-term plans.
Build strong relationships with business groups and their leaders across the enterprise, and develop a detailed understanding of their issues, challenges and opportunities.
Manage the preparation of the quarterly Financial Board of Director presentation.
Own the QBR, FBR, MBR, corporate reporting packages.
Drive company-wide strategic planning process to define financial targets and key business assumptions while developing thoughtful methodologies and applying financial rigor throughout the process - Oversees the capital allocation strategy including ROI.
Develop financial models and scenario analysis to support valuation, planning, and forecasting. Recommendations related to the assumption and goal setting process.
Oversee the sales commission process.
Produce and/or enhance internal management reporting and analyses both on a regularly scheduled and ad-hoc basis.
Logically structure complex issues and communicate conclusions and alternatives to a range of senior executives including the CFO.
Anticipate financial planning needs by providing monthly, quarterly and year-end reporting and analysis as needed.
Utilize current documentation and tools/methodologies and recommend new solutions to improve/automate existing and new processes and support new initiatives
Build detailed P&L-level models, run scenario analyses, and perform ad-hoc analyses to assist executive management in making financing, budgeting, and investment decisions
Evaluate new program initiatives, processes, and provide recommendations to executive management based on financial impact
Develop dashboards KPI/metrics that provide management daily visibility into the performance and health of the business
Coordinate across departments/functions internally to communicate and produce deliverables on a timely basis
Serve as a trusted, strategic finance partner to the leadership team in the areas of revenue forecasting, operating expenses, capital spend, ROI, operational efficiency, revenue growth, and profitability and help define and develop a 3-5 year operating plan.
Serve as the analytics point to advice leadership of the impact of business decisions and opportunities for financial improvement, what-if-analysis etc.
Provide visibility, operational governance and timely reporting of financials and key performance indicators.
Prepare monthly reporting dashboard, providing performance reporting based on a comprehensive set of financial metrics.
Provide business case/ROI analysis to support all investment/financial decisions.
Critical thinking in a structured fashion and translate leadership discussions into an analytical decision-making framework.
Develop strong business relations and be a trusted advisor/business partner to the leadership team.
Establish credibility and build partnerships to better hold partners accountable by employing quantitative and qualitative approaches to decision framework.
What we value These skills will help you succeed in this role:
Current SaaS/Tech background, public company experience in a fast-paced environment.
Full P&L mgmt., complex multi-element arrangement experience, including products, services (professional services, managed services, etc.), revenue recognition 606, understanding of complex contracts and ability to formulate complex pricing strategies as part of deal negotiations and proposals.
Proven record of building and driving high preforming FP&A teams
Very deep and sophisticated financial modeling, pricing and deal review background, strong technical and analytical background, and metric/data driven.
Superb communication and presentation skills including prep of executive decks for QBR/FBR/Earnings guidance, etc.
Customer focused mentality, with strong executive presence, accountability, sense of urgency and impeccable work ethic.
Education & Preferred Qualifications
A BA/BS degree in Finance or related field is required. CPA/MBA strongly preferred
Minimum of 12-15 years of progressively increasing responsibilities in Finance/ Financial Planning and Analysis with solid team management experience
Strong P&L Management background in the Tech space, preferably within SaaS
Demonstrated proficiency in a quantitatively heavy position. Strong quantitative and analytical competency is necessary.
Experience in technology and/or SAAS is required
Revenue recognition experience including working knowledge of GAAP ASC 606
Thorough understanding of financial planning principles and SaaS based metrics
Extensive experience working on software/SaaS deals, contract reviews and pricing
Superior Excel skills including logic functions
Understanding of financial statements
Self-starter with excellent interpersonal communication, sense of urgency as well as exceptional written skills
Demonstrated analytical and problem-solving skills. Data driven and detail oriented, yet able to elevate to a strategic level
Demonstrated ability to interact effectively with senior management (executive presence)
Must be able to take ownership and accountability and maintain ability to manage multiple, simultaneous priorities
Flexibility with schedule and ability to work beyond regular business hours