Director of Financial Planning, Analysis

16 hours ago

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Ottimate

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Ottimate (formerly Plate IQ) is the leading AP automation AI.

51 - 200 employees

📋 Description

• Lead the annual budget, rolling forecasts, and long-range planning processes • Develop comprehensive financial models that integrate both SaaS revenue streams (e.g., subscriptions, professional services) and payments revenue streams (e.g., interchange, value-added services). Such models would incorporate cash flow forecasts and sensitivity/scenario analyses to support decision-making • Provide strategic financial guidance and planning support to the C-suite and functional leads • Serve as the primary finance partner to leaders across Sales, Marketing, Product, Engineering, and Operations to evaluate initiatives, pricing models, customer acquisition strategies, and key Saas/Payment metrics • Collaborate with the Sales team on commission plan design, quota setting, and sales efficiency analysis. • Work with the Product and Payments teams to model the financial impact of new features, pricing changes, and payment partner agreements. • Analyze SaaS and payments performance KPIs including ARR/MRR, gross margin, retention/churn, interchange revenue, and take rate • Support product monetization strategies and payments/fintech-related compliance initiatives • Develop and manage a suite of dashboards, reporting tools, and KPIs that provide real-time visibility into financial and operational performance across both SaaS and payments businesses • Develop and manage sophisticated models to analyze key SaaS metrics, including Annual Recurring Revenue (ARR), Net Dollar Retention (NDR), Customer Acquisition Cost (CAC), and the Magic Number. • Build and refine models for critical payments KPIs, including Gross Payment Volume (GPV), Take Rate, Net Take Rate, Transaction Margin, and cost of processing (interchange, partner costs). • Conduct in-depth cohort analysis, pricing and packaging analysis, and ROI analysis for new products and marketing initiatives. • Own monthly and quarterly management reporting including variance analysis and board decks • Lead monthly variance analysis of actuals vs. budget/forecast, providing clear commentary on business drivers. • Deliver actionable insights on operational efficiency, revenue growth, and margin improvement • Lead the buildout and optimization of FP&A tools (e.g., PowerBI, Adaptive Insights, Anaplan, or Excel models) • Drive automation of reporting and planning processes; ensure data integrity and consistency • Collaborate with accounting on close processes and reconciliation between GAAP and operating metrics • Manage, mentor, and grow a high-performing FP&A team • Foster a culture of accountability, collaboration, and continuous improvement

🎯 Requirements

• Bachelor's degree; MBA or CPA preferred • 8–12 years of progressive FP&A experience, with 3+ years in SaaS and/or Fintech environments • Deep understanding of SaaS metrics (ARR, NDR, CAC, LTV, churn) and Fintech/payments dynamics (interchange, processing costs, revenue share) • Strong modeling skills and fluency in Excel; experience with FP&A tools (e.g., Cube, Mosaic, Anaplan) and data platforms (e.g., Looker, PowerBI, Tableau) • Excellent communication and presentation skills; comfort working with C-level executives • Proven ability to lead cross-functional projects, identify and collaborate with key stakeholders, and influence without authority.