Director, Financial Planning – Analysis

Job not on LinkedIn

🕒 March 1

🇺🇸 United States – Remote

💵 $170k - $200k / year

⏰ Full Time

🔴 Lead

💸 Financial Planning and Analysis (FP&A)

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CFA Institute

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1947

📚 Education

💸 Finance

🤝 Non-profit

Education • Finance • Non-profit

CFA Institute is a global not-for-profit organization that provides finance education for investment professionals. It offers a diverse range of programs and certificates designed to meet the needs of finance professionals across various career stages and specializations, including the CFA Program, which is known for equipping individuals with the skills necessary for the investment industry. The institute promotes high standards of ethics and professional conduct, and it is involved in research and policy advocacy to shape the future of the finance industry. CFA Institute also facilitates professional networking and offers membership benefits for finance professionals worldwide.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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.