Director of FP&A

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🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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Aiwyn

WebsiteLinkedInAll Job Openings

51 - 200 employees

Founded 2020

☁️ SaaS

💳 Fintech

🤝 B2B

💰 $113M Venture Round - Aiwyn on 2024-12

SaaS • Fintech • B2B

Aiwyn is a software platform for accounting firms that combines payments automation, practice management, a client experience portal, and a core tax system into a single, integrated solution. It helps firms accelerate payments, automate invoicing and reconciliation, modernize practice operations (time tracking, billing, project and resource management), and centralize client interactions and tax workflows. Aiwyn focuses on B2B partnerships with accounting firms and integrates with the wider accounting technology ecosystem; it recently acquired QuickFee’s U. S. payments business to strengthen its payments capabilities.

📋 Description

• Lead financial planning, forecasting, SaaS reporting, and decision support • Own the company's financial model, budget, and rolling forecast • Reconcile top-down targets with bottoms-up assumptions • Explain forecast changes, risks, and sensitivities • Own and refine SaaS KPIs including CARR/ARR/MRR, GRR/NRR, churn, and CAC • Perform cohort, funnel, and unit-economics analysis • Ensure metric definitions are consistent, credible, and actionable • Prepare monthly and quarterly executive and Board materials • Translate complex analysis into clear summaries and recommendations • Support investor reporting and strategic planning • Support GTM planning, sales capacity modeling, and deal economics • Evaluate pricing, discounting, and investment tradeoffs • Provide financial perspective on growth initiatives and operating decisions • Influence and educate business talent through rational, methodical decision-making • Set standards for analytical rigor, communication, and judgment • Improve planning processes, tools, and cadence as the company scales • Partner closely with the CFO, executive team, and accounting leadership

🎯 Requirements

• 6+ years in FP&A or strategic finance at a SaaS or SaaS-adjacent company • Strong command of SaaS metrics, forecasting, and unit economics • Proven ability to build models and deliver actionable insight • Experience partnering directly with senior executives • Advanced Excel / Sheets skills • Comfortable working with imperfect data • Strong knowledge of and ability to recognize excellence in Finance • Full-time investment banking analyst or associate training preferred • Experience at a VC-backed, high-growth company preferred • Experience in a SaaS or recurring-revenue business preferred • Familiarity with NetSuite, HubSpot, Salesforce, and BI tools preferred • Legally authorized to work in the United States • Must answer work authorization and sponsorship questions

🏖️ Benefits

• Competitive pay • $1,000 adventure travel reimbursement on each work anniversary • Remote, work-from-anywhere culture • Flexible PTO • Health, vision, dental, HSA/FSA, and mental health support • Stock options for every full-time employee • 401(k) matching