About the Role

Our client, a venture-backed SaaS startup with Monterrey/New York presence in a high-growth environment, is looking for a strategic and analytical Director of Financial Planning & Analysis (FP&A) to lead their financial forecasting, budgeting, and strategic planning processes. The ideal candidate will drive effective decision-making by building robust financial models, tracking key performance indicators, and providing data-driven insights to support executive decision-making. This pivotal role ensures financial performance is continuously monitored and aligned with the company's objectives while partnering with cross-functional teams to optimize business performance and drive financial growth in a dynamic environment.

Responsibilities

Lead, mentor, and develop the FP&A team to build a high-performing function
Lead annual operating planning, rolling forecasts, and long-term financial planning focused on recurring revenue KPIs (ARR, NRR, GRR)
Manage multi-entity planning and analysis for consolidated visibility and intercompany alignment
Build and maintain robust financial models and scenario analyses for strategic decision support
Evaluate capital allocation decisions including resource planning and investment prioritization
Track and analyze KPIs (Customer Expansion, Churn & Downsell, Payback, CAC) to optimize performance
Ensure consistent metric definitions and reporting integrity across systems (Hubspot, ICON)
Partner with Sales, Customer Success, Marketing, and other teams to evaluate business performance
Support strategic initiatives (product launches, market expansion) with data-driven financial analysis
Drive automation and continuous improvement of FP&A processes, tools, and systems
Support board and investor communications with clear financial narratives and forward-looking insights
Prepare executive-level financial presentations

Requirements

Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred
8-12 years of progressive experience in financial planning and analysis, with 3-5 years in a leadership role including mentoring and developing an FP&A team
Substantial FP&A experience in a SaaS environment
Strong expertise in financial modeling, forecasting, and scenario analysis
Proficiency with financial systems and advanced Excel skills
Experience in treasury management and knowledge of transfer pricing principles
Experience with multi-entity financial consolidation and reporting
Excellent analytical, communication, and presentation skills
Ability to thrive in a fast-paced environment and manage multiple priorities

Preferred Skills

Knowledge of key SaaS metrics and KPIs (ARR, NRR, GRR, CAC, churn, etc.)
Experience with financial planning software (e.g., Adaptive Insights, Anaplan)
Proficiency with data visualization tools and BI platforms (e.g., Tableau, Power BI)
Experience supporting board communications and investor relations
Familiarity with CRM systems (e.g., HubSpot) and ERP systems

Perks

Opportunities for professional growth and advancement
Supportive, values-driven team environment

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