Director of FP&A

The Director of FP&A leads a best-in-class financial planning and analysis engine within a private equity-backed SaaS business. This role owns budgeting, forecasting, SaaS KPI reporting, and board narratives to support disciplined growth, M&A execution, and exit readiness. By building scalable, driver-based models and creating a single source of truth across financial and operational data, you will increase forecast accuracy and enable leadership to make confident, data-driven decisions quickly.

Responsibilities

• Own end-to-end annual budgeting and monthly forecasting, ensuring accuracy and executive-ready outputs.
• Build and maintain scalable, driver-based models across revenue, margin, headcount, and cash flow.
• Produce board- and sponsor-ready reporting with consistent KPIs, clear narratives, and zero material errors.
• Establish and maintain a trusted SaaS/ARR reporting framework, including NRR, cohort analysis, CAC/LTV, and unit economics.
• Evaluate and implement scalable FP&A planning platforms to streamline workflows and shorten planning cycles.
• Deliver scenario planning and sensitivity analyses to support pricing, GTM investments, headcount, and capital allocation.
• Lead M&A diligence and integration modeling, including quality of earnings and transaction readiness.
• Build and develop FP&A talent to scale the function while maintaining high performance and retention.

Qualifications:

• 8–12 years of progressive FP&A experience, including 3+ years at Director/Senior Manager level in high-growth or PE-backed environments.
• Expertise building sophisticated driver-based financial models for SaaS or recurring revenue businesses.
• Hands-on ownership of FP&A planning platforms, with implementation experience preferred.
• Deep fluency in SaaS metrics (ARR, MRR, NRR, cohort analysis, unit economics) and advanced financial modeling.
• Proficiency in SQL and ability to extract and analyze financial and operational data independently.
• Experience supporting M&A diligence, integration planning, and board/sponsor-ready reporting with strong executive presence.

Skills and Knowledge:

• Expert in driver-based forecasting, long-range planning, multi-scenario modeling, and scalable financial workflows.
• Strong systems-thinking with a focus on automation, process clarity, data integrity, and PE reporting standards.
• Clear, confident communicator able to translate complex financial data into actionable business strategy.

Accommodations:

Harbor Compliance is committed to providing any reasonable accommodations for individuals with disabilities within our application and interview process. To request an accommodation due to a disability, please inform your recruiter.

Compensation: 

Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of Harbor Compliance’s total compensation package. Other benefits may include health benefits, flexible paid time off, parental leave, fertility and adoption assistance, 401(k), and educational reimbursement. Note that the salary range and benefits apply only to U.S.-based candidates.

Pay Transparency Policy Statement
Harbor Compliance will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by Harbor Compliance, or (c) consistent with Harbor Compliance’s legal duty to furnish information.

Equal Opportunity Statement

Harbor Compliance is an equal opportunity employer and does not discriminate on the basis of race, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition, or any other basis protected by law.