Director of Financial Planning, Analysis

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Ottimate

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51 - 200 Mitarbeiter

Ottimate ist ein Technologieunternehmen, das sich auf die Automatisierung der Kreditorenbuchhaltung (AP) spezialisiert hat. Mit seinen KI-gestützten Lösungen optimiert Ottimate den gesamten AP-Prozess von der Rechnungszuordnung und -weiterleitung bis hin zu Zahlungen, wodurch Unternehmen Zeit sparen und Fehler reduzieren. Es integriert sich nahtlos in verschiedene Buchhaltungssysteme und bietet Echtzeit-Einblicke in Ausgaben und Compliance mit Finanzrichtlinien. Die Plattform ist darauf ausgelegt, die Effizienz für Finanzfachleute zu steigern und Organisationen zu ermöglichen, sich auf strategische Entscheidungen und die Optimierung ihrer Geschäftsabläufe zu konzentrieren.

Beschreibung

• 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

🎯 Anforderungen

• 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

🏖️ Vorteile

• Compensation: $180,000 - 220,000 per year (base) + annual bonus • Opportunity to drive a business that is processing $30B+ volume in payables annually, and growing. • Opportunity to shape engineering culture and technical solutions for a fast-growing SaaS company. • Competitive compensation, including base salary, equity and performance incentives. • Collaborative, remote-first culture with a focus on innovation and impact. • Comprehensive benefits package, including healthcare, 401(k), and flexible PTO