Director of Financial Planning

1 month ago


Chicago, Illinois, United States Screencastify Full time

Well, hello there

Screencastify is a leading educational technology company dedicated to improving communication and learning outcomes with video. Our primary focus is on the K-12 education sector in the United States and we are critical in helping scale a teacher and improve student outcomes all while being an easy to use solution. Screencastify is used by over 15M people and is seeking a dynamic and results-oriented Director of Finance to join our Squad

Working at Screencastify

At Screencastify, we are results focused and here to improve education globally. This isn't an easy feat but it is important for our future. We value accountability, commitment, and speed. We take our responsibility to our customers very seriously, so when we miss a deadline or slow down, it matters.

We're a competitive culture and strive for speed and innovation. We are problem solvers, don't point fingers and rather enjoy working together to bring solutions to the forefront.

We love a challenge and pushing the world forward with creativity, ingenuity and out of the box thinking. People are everything and we want to work in a company of deeply good people who treat their colleagues exceptionally well. Rule #1: Be a good person.

About this role

We built the simplest and most reliable screen recorder in the world, but that's only the beginning. Our near future is full of ambitious new goals, features, and products that will enable us to further improve how we provide service to our users and accelerate our already fast growth. ​

We are looking for a Director of Finance to join our growing Finance function. The Director of Finance will be a key member of the management team, responsible for overseeing all aspects of accounting, financial planning, and analysis. This role requires a strategic thinker with strong leadership skills, excellent financial acumen, and the ability to manage and develop a small team. The Director will work closely with other department heads to support the company's growth and financial health. This position supervises a Controller, Staff Accountant, AR Associate, and seasonal support teams.

What you'll do:

Financial Leadership:

  • Provide strategic financial leadership and direction for the company.
  • Partner with the executive team to develop and implement financial strategies that support the company's goals and objectives.

Accounting Management:

  • Oversee all accounting operations and ownership of general ledger, including accounts payable, accounts receivable, month end close, and payroll.
  • Ensure accurate and timely financial reporting in compliance with GAAP and other regulatory requirements.
  • Supervise and mentor the accounting team.

Financial Planning & Analysis:

  • Lead the annual budgeting and forecasting process, including variance analysis and reporting.
  • Develop and maintain financial models to support strategic planning and decision-making.
  • Provide insights and recommendations based on financial analysis to drive business performance.

Internal Controls & Compliance:

  • Establish and maintain robust internal controls and processes to safeguard company assets.
  • Ensure compliance with all financial regulations and standards.
  • Coordinate audits and liaise with external auditors and tax advisors.
  • Manage sales tax collection, remittance, and reporting.

Business Partnering:

  • Collaborate with department heads to provide financial insights and support for operational decision-making.
  • Drive continuous improvement initiatives to enhance financial processes and systems.
  • Support fundraising and investor relations activities as needed.
  • Bachelor's degree in Accounting, Finance, or a related field; MBA, CPA, or CMA preferred.
  • Minimum of 5-8 years of progressive experience in accounting and financial planning & analysis, in a SaaS or technology company.
  • Proven experience in a leadership role with the ability to manage and develop a team.
  • Strong knowledge of GAAP and financial reporting requirements.
  • Excellent analytical, strategic thinking, and problem-solving skills.
  • Advanced proficiency in financial modeling and Excel; experience with accounting software (e.g., QuickBooks, NetSuite) and financial planning tools (e.g., Adaptive Insights, Anaplan) is a plus.
  • Exceptional communication and interpersonal skills with the ability to work effectively across all levels of the organization.
  • High level of integrity and professionalism.
You're perfect for this role if you:
  • Have a strategic mindset and strong attention to detail.
  • Possess excellent leadership and team management skills.
  • Are proactive and able to work independently in a fast-paced environment.
  • Have strong analytical and problem-solving skills.
  • Are proficient with Excel, Google Suite, macOS, and MS Office Suite.
  • Have relevant experience in a technology company (SaaS experience preferred).

This is a Chicago-based hybrid position with 3 days a week in the office.

  • Competitive compensation. We take a data-driven approach to our compensation strategy so all employees are paid competitively and fairly.
  • 401k & Profit Sharing plan. We want to invest in present you and future you, which is why we offer a generous 401k match + Profit Sharing plan.
  • Flexible time off (FTO) policy. We recognize that time off to rest and recharge is important. The Flexible Time Off Policy (FTO) is designed for our employees to do just that -- balance work and life while maintaining well-being.
  • Parental leave. Generous paid time off for parents to bond with the newest addition to their family
  • Medical, dental, and vision insurance. We cover 100% of employee medical premiums and 50% of employee dental & vision premiums. Plus, all employees receive a free One Medical membership.
  • Divvy bike membership. If you're in Chicago, take advantage of an annual Divvy membership -- on us.

At Screencastify, we foster an inclusive, supportive, fun, and challenging team environment. We value having a team that is made up of a diverse set of backgrounds and respect the healthy expression of diverse opinions. We embrace experimentation and the examination of all kinds of ideas through reasoning and testing. Come join us as we continue to change the world through video.

Screencastify is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender, sexual orientation, national origin, age, genetic information, gender identity, disability, Veteran status or any other characteristic protected by federal, state or local law.


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