Director of Financial Planning – Analysis

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Ottimate

WebsiteLinkedInAll Job Openings

51 - 200 employees

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

📋 Description

• Lead annual budgeting, rolling forecasts, and long-range planning • Develop financial models integrating SaaS and payments revenue streams, cash flow forecasts, and scenario analyses • Provide strategic financial guidance to the C-suite and functional leaders • Partner with Sales, Marketing, Product, Engineering, and Operations on initiatives, pricing, customer acquisition, and SaaS/payments metrics • Collaborate on commission plans, quota setting, and sales efficiency analysis • Model the financial impact of new features, pricing changes, and payment partner agreements • Analyze SaaS and payments KPIs, including ARR/MRR, gross margin, retention/churn, interchange revenue, and take rate • Support product monetization strategies and payments/fintech compliance initiatives • Develop dashboards, reporting tools, and KPI visibility across SaaS and payments businesses • Analyze ARR, NDR, CAC, Magic Number, GPV, take rate, transaction margin, and processing costs • Conduct cohort, pricing and packaging, and ROI analyses • Own monthly and quarterly management reporting, variance analysis, and board decks • Deliver insights on operational efficiency, revenue growth, and margin improvement • Build and optimize FP&A tools and automate reporting and planning processes • Ensure data integrity and consistency • Collaborate with accounting on close processes and GAAP-to-operating-metrics reconciliation • Manage, mentor, and grow the FP&A team • Foster accountability, collaboration, and continuous improvement

🎯 Requirements

• Bachelor's degree required; MBA or CPA preferred • 8–12 years of progressive FP&A experience, including 3+ years in SaaS and/or Fintech environments • Deep understanding of SaaS metrics, including ARR, NDR, CAC, LTV, and churn • Understanding of Fintech/payments dynamics, including interchange, processing costs, and revenue share • Strong financial modeling skills and fluency in Excel • Experience with FP&A tools such as Cube, Mosaic, or Anaplan • Experience with data platforms such as Looker, PowerBI, or Tableau • Fluency with AI tools such as Claude for data pulls, model builds, data structure and accuracy analysis, SQL query drafting, and analytical workflows • Excellent communication and presentation skills • Comfort working with C-level executives • Ability to lead cross-functional projects, collaborate with stakeholders, and influence without authority • Preferred experience with B2B SaaS models using tiered or usage-based pricing • Preferred experience with payments or embedded finance • Preferred experience supporting venture capital- or PE-backed companies through scaling, fundraising cycles, and M&A

🏖️ Benefits

• Annual bonus • Equity • Performance incentives • Collaborative, remote-first culture • Comprehensive benefits package • Healthcare • 401(k) • Flexible PTO