Job Title: Director of Financial Planning & Analysis

Location: Pittsburgh, PA

Work Structure : Hybrid

General Purpose of the Job

The Director of Financial Planning & Analysis is responsible for leading financial strategy, forecasting, and analysis to support business growth and profitability. This highly visible role partners with executive leadership to drive strategic decisions through data-driven insights, ensuring the alignment of financial plans with corporate goals.

Duties and Responsibilities

• Lead and manage the financial planning, budgeting, and forecasting processes.
• Develop and maintain comprehensive financial models to evaluate business performance.
• Prepare detailed financial analysis and board-level reports with actionable insights.
• Analyze key SaaS metrics and other business drivers to guide strategic initiatives.
• Collaborate with cross-functional teams to enhance business operations and efficiency.
• Implement improved financial systems and tools for scalable reporting and data integrity.
• Provide commentary and recommendations on financial results and investment strategies.

Qualifications and Requirements

• Proven leadership in financial planning and analysis, ideally in SaaS or technology-driven industries.
• Expertise in financial modeling (P&L, Balance Sheet, Cash Flow) and reporting SaaS metrics.
• Strong business acumen with the ability to interpret data and influence decision-making.
• Advanced knowledge of Microsoft Excel and experience with systems like Sage, Adaptive Insights, etc.

Education and Experience

• Bachelor’s degree in Finance, Accounting, or related field required.
• 10+ years of relevant experience, including a leadership role in FP&A.
• CPA, CFA, or MBA preferred.

Skills

• Strategic thinker with a focus on business outcomes.
• Strong communication and presentation skills for executive-level reporting.
• Proven ability to build, mentor, and manage high-performing teams.
• Proficiency in automation, data analysis, and process improvements.