As the Director, Finance, Planning and Analysis at ActivTrak, you will own the company's forecasting, budgeting, and financial reporting infrastructure, giving the CFO and leadership team a clear, current view of the business at all times. You will:
- Build and maintain the annual budget, quarterly forecasts, and long-range financial model
- Own monthly and quarterly reporting: variance analysis, KPI dashboards, and board reporting materials and cadence
- Partner with department leaders on budget ownership and spend accountability
- Develop SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV, rule of 40
- Model scenarios for pricing, headcount, and go-to-market investment decisions
- Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction
- Ensure data integrity across finance systems in partnership with accounting
- This is an individual contributor role
Requirements
- 7+ years in FP&A or corporate finance, ideally with SaaS exposure
- Proven track record building financial models and budgets in a high-growth environment
- Strong command of SaaS metrics and unit economics
- Advanced Excel/Google Sheets; experience with FP&A tools (e.g. Netsuite, Cube, Adaptive Insights) a plus
- Experience presenting to executive leadership and/or a board
- Strong analytical mind, comfortable moving between detail and narrative
- CPA is a strong advantage
- BSc/BA in Accounting, Finance or relevant field; MSc/MBA is a plus
Benefits
Work environment
- Competitive compensation and benefits
- Position is remote within US (Austin, TX location preferred)
- Minimal travel
- Limited physical demands
This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company. If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you!
ActivTrak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. ActivTrak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.
