Senior Director of Strategic Finance

🕒 June 3

⚔️ Virginia – Remote

⚔️ Virginia – Remote

⏰ Full Time

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

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PerformYard

WebsiteLinkedInAll Job Openings

51 - 200 employees

👥 HR Tech

☁️ SaaS

🤝 B2B

💰 Seed Round on 2014-01

HR Tech • SaaS • B2B

PerformYard is a flexible performance management software platform designed to streamline processes related to employee reviews, goal management, continuous feedback, and reporting. Aimed at creating a high-performance culture, it integrates with existing HR tools and systems to keep employee data updated and facilitate recognition. PerformYard is particularly focused on enhancing performance management to be user-friendly, customizable, and supportive, offering expert assistance to ensure optimal alignment with company-specific performance development plans.

📋 Description

• Own the company’s financial planning and analysis function, including annual budgets, quarterly forecasts, scenario modeling, and long-range strategic plans • Build and present board-ready financial materials, KPI dashboards, and investor narratives that translate operational performance into strategic insight • Lead capital allocation decisions, evaluate investment opportunities, and develop the financial frameworks for pricing, packaging, and go-to-market expansion • Partner with department heads across Sales, Product, Engineering, and Customer Success to drive data-informed resource allocation and operational efficiency • Develop and maintain frameworks for measuring the financial impact and ROI of AI initiatives, ensuring AI investments are tied to measurable improvements in retention, efficiency, and revenue growth • Advise on capital allocation, commercial trade-offs, and strategic investments to maximize business impact • Lead build-vs-buy analysis for new capabilities, providing rigorous financial and strategic frameworks to guide whether PerformYard should develop internally, partner, or acquire • Identify and evaluate M&A and strategic investment opportunities, conducting due diligence, financial modeling, and integration planning to support inorganic growth • Identify, negotiate, and close partnership agreements with HRIS, payroll, and complementary HR technology providers to expand PerformYard’s integration footprint and distribution reach • Define partnership KPIs and build reporting frameworks to measure ROI, partner engagement, and contribution to overall revenue targets • Represent PerformYard externally with investors, partners, and industry stakeholders • Lead exit planning and readiness activities, including data room setup and maintenance, investor materials preparation, and due diligence coordination • Drive enterprise value creation initiatives focused on improving net revenue retention, accelerating ARR growth, and strengthening unit economics • Develop and track value creation dashboards that connect operational metrics to enterprise valuation drivers, ensuring the leadership team has clear line-of-sight to value inflection points • Quantify and communicate the enterprise value impact of AI-powered features, including their contribution to retention, ARPU expansion, and competitive differentiation • Partner with the VP of Finance to ensure financial reporting, controls, and data integrity meet the standards required for institutional investors and potential acquirers • Financial Performance: Budget accuracy, forecast reliability, capital efficiency, and Rule of 40 progression • Enterprise Value: Net revenue retention improvement, ARR growth acceleration, and exit readiness milestones • AI Value Realization: Measurable ROI of AI initiatives across retention, ARPU, and operational efficiency • Ecosystem Expansion: Number and quality of active partnerships, integration adoption rates, and co-sell win rates

🎯 Requirements

• 10+ years of progressive experience in strategic finance, corporate development, investment banking, or management consulting, with meaningful time spent in B2B SaaS • Demonstrated track record of building and scaling partnership programs, whether channel, technology, or strategic alliances • Deep fluency in SaaS financial metrics (ARR, NDR, CAC/LTV, Rule of 40) and a proven ability to translate financial data into actionable strategic recommendations • Demonstrated success partnering with executive teams and Boards to align financial strategy with business objectives and enterprise value • Experience leading build-vs-buy evaluations and M&A due diligence, including financial modeling, valuation, and post-acquisition integration planning • Familiarity with exit planning activities including data room preparation, investor due diligence processes, and enterprise value optimization strategies • Experience developing frameworks for measuring the financial impact of AI and technology investments on business performance • Data-driven leader, comfortable aligning financial and partnership investments to ROI and value creation

🏖️ Benefits

• In addition to your compensation plan we also have medical, dental, and vision health insurance benefits w/ HSA plan, disability insurance, 401k plan, generous PTO, paid holidays and other benefits.