Director, Financial Planning – Analysis

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🕒 Março 1

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $170.000 - $200.000 / ano

⏰ Tempo Integral

🔴 Especialista

💸 Planejamento e Análise Financeira (FP&A)

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CFA Institute

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1947

📚 Educação

💸 Finanças

🤝 Sem Fins Lucrativos

Education • Finance • Non-profit

O CFA Institute é uma organização global sem fins lucrativos que oferece educação financeira para profissionais de investimento. Ele oferece uma ampla gama de programas e certificados projetados para atender às necessidades de profissionais de finanças em várias etapas e especializações de carreira, incluindo o Programa CFA, conhecido por equipar indivíduos com as habilidades necessárias para a indústria de investimentos. O instituto promove altos padrões de ética e conduta profissional, e está envolvido em pesquisa e defesa de políticas para moldar o futuro da indústria financeira. O CFA Institute também facilita o networking profissional e oferece benefícios de associação para profissionais de finanças em todo o mundo.

Descrição

• Prepare the annual budget, periodic re-forecasts, and rolling 13-week cash flow forecast across all business units • Build and maintain dynamic three-statement models supporting scenario analysis • Lead monthly close analysis with variance reporting, clear driver narratives, and recommended corrective actions • Assist with preparation of board presentations, investor materials, and executive dashboards • Own CFI’s SaaS KPI framework: ARR, GRR, NRR, CAC, LTV, LTV:CAC, payback period, magic number and rule of 40 • Build cohort analysis models to track retention curves, expansion revenue, and unit economics across segments • Partner with Data/BI teams to create self-serve dashboards that democratize access to key metrics • Serve as finance partner to Marketing and Go-to-Market, building ROI models for paid acquisition, content, SEO, and lifecycle campaigns • Analyze full-funnel performance (traffic → leads → trials → conversions → revenue) with channel attribution • Track and forecast CAC by channel and cohort; provide actionable recommendations on spend allocation and efficiency • Lead evaluation and implementation of FP&A planning tools • Drive integration between ERP, CRM, billing systems, and FP&A platforms to create a single source of financial truth • Champion automation of recurring reporting and data consolidation to free the team for strategic work • Create individualized career development plans with clear milestones, stretch assignments, and regular coaching • Foster a culture of intellectual curiosity and business partnership—strategic advisors, not report generators • Communicate SLT decisions and initiatives top-down to help the team better align personal and team goals with company directions • Act as a proactive business partner to department heads, bringing financial perspective to operational decisions • Translate complex financial data into clear, actionable narratives for non-finance audiences • Support ad-hoc analysis as requested by the VP Finance & Accounting and SLT

🎯 Requisitos

• Bachelor’s in Finance, Accounting, or Economics; MBA, CPA, CFA, strongly preferred • 8–12+ years of progressive FP&A or strategic finance experience, with 3+ years leading and developing a team • Deep SaaS or subscription-business experience with proven command of recurring revenue metrics and unit economics • Hands-on experience implementing FP&A systems (Aleph, Abacum, Drivetrain, or similar) • Advanced financial modeling skills: three-statement models, DCF, scenario analysis, cohort modeling • Strong knowledge in Excel and Gsuite tools • Proficiency with ERP, CRM (Salesforce/HubSpot), and BI tools (Tableau, Looker) • Experience with marketing analytics including CAC/LTV analysis, funnel metrics, and channel ROI

🏖️ Benefícios

• RRSP/401K employer matching • Excellent coverage for medical, vision and dental • 4 weeks / 20 days of paid vacation • Sick days • Birthday Off! • Flexible Holidays • Paid Parental Leave • Annual Fit&Focused Allowance • Annual Learning Allowance - never stop learning! • Access to the full CFI library! • Team activities and social events, both virtually and in person • A dynamic environment with multiple ongoing projects that will allow you to make an impact on your work. • Remote-first culture with flexible hours and working arrangements.