Director Financial Planning and Analysis, GTM

2 months ago


Remote, Oregon, United States Avetta Full time

About the Company:

Avetta is in search of an experienced and dynamic Director of Financial Planning & Analysis - Go To Market & Operations ('Director of FP&A') to take charge of financial analysis and reporting of key metrics, such as growth, retention, pricing, productivity, and revenue. They will utilize data to provide valuable insights, collaborate with partners to grasp business drivers, and deliver results that aid Avetta in expanding and ultimately generating value for shareholders. The Director of FP&A will collaborate closely with Avetta's top executives to set strategic goals, monitor progress, analyze leading and lagging indicators, offer insights for decision making, and create realistic budget plans and forecasts.

This role is crucial and highly visible, involving close interaction with investors and internal leaders in Sales, Operations, Billings, Product, Marketing, and Business Intelligence.

Responsibilities:

  • Metrics & Reporting:
    • Establish and implement key performance indicators (KPIs) and metrics to evaluate company performance
    • Create reporting and data analysis systems to monitor performance and provide timely, accurate information to stakeholders
    • Participate in business reviews, Board meetings, and reporting to Investors and Internal Executives
  • Financial Analysis:
    • Offer insightful financial analysis and narratives on business outcomes, along with actionable insights for decision making
    • Work with cross-functional teams to drive strategic initiatives, enhance efficiency, and optimize investments
    • Conduct scenario analysis and sensitivity tests to evaluate risks and potential financial impacts
    • Design, document, and calculate commissions company-wide
  • Forecasting, Budgeting & Long-Range Planning:
    • Lead forecasting, budgeting, and planning efforts for top-line and GTM functions, ensuring transparent and attainable targets aligned with overall company objectives
    • Develop driver-based models for top-line and productivity, fostering a culture of excellence and continual improvement
    • Collaborate with stakeholders from various business units to identify trends and growth opportunities, translate them into a solid financial plan

Qualification Requirements:

  • 10+ years of relevant experience in FP&A, Operations Finance, Revenue Operations, and Business Intelligence within a SaaS company
  • Bachelor's Degree in Finance, Accounting, Business, or related field; Master's Degree is a plus
  • Proficient in analytical & financial modeling, enjoys solving complex business problems based on data
  • Strong business acumen, confident communicator, not hesitant to express opinions
  • Operates at various levels, adept at managing ambiguity, leading projects end-to-end, and prioritizing team workload
  • Problem solver, change catalyst, attention to detail while balancing progress and perfection
  • Adheres to high ethical standards: integrity, credibility, confidentiality
  • Proven ability in maintaining relationships and effective communication with diverse partners
  • Demonstrated leadership background managing high-performing teams
  • Familiarity with FP&A best practices in a SaaS or Subscription business
  • Working knowledge of SaaS revenue recognition, ARR, ASC 606, Sales & Marketing KPIs
  • Hands-on experience with data management, BI Tools, leading digital systems implementation projects
  • Consistent and reliable attendance is a must


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