Director of Financial Planning and Analysis for Growth and Customer Success

4 weeks ago

New York, New York, United States Forter Full time

About the Role:

Forter is seeking a highly skilled Director of Financial Planning and Analysis (FP&A) to join its team. This individual will report directly to the VP of FP&A and be responsible for owning GTM strategic and financial advisory to the CRO, CCO, and CMO, customer-level revenue and margin planning, and commissions strategy and processing.

The ideal candidate will have prior experience partnering with executives, leading a GTM FP&A function, and working in a public SaaS company. They will thrive on mentoring a strong team and have excellent communication and leadership skills.

This position will be based in New York and follow a hybrid working model.

Key Responsibilities:

  • Develop strategic financial plans in partnership with GTM leadership, aligning financial plans with departmental and corporate goals
  • Lead monthly forecasting and business review sessions with GTM executives, providing data-based narratives on the drivers of performance and highlighting risks and opportunities
  • Lead the development of GTM KPIs and data analyses that help drive strategic decision-making and allow the business to achieve growth and profitability objectives
  • Provide financial guidance and support to Sales, Marketing, and Customer organizations in evaluating new initiatives, pricing strategies, and market expansion plans
  • Act as a financial liaison between the Finance department and other business units
  • Identify and implement process improvements to enhance efficiency and effectiveness of GTM FP&A

Requirements:

  • Bachelor's Degree; and/or MBA
  • 8-10 years of professional experience, ideally with prior experience in GTM FP&A and investment banking, equity research, consulting, or related fields
  • Prior experience working in a public company, ideally within the software industry
  • Demonstrated ability to scale teams and identify and execute process improvements
  • Ability to influence executive-level strategic decisions through data-driven insights
  • Excellent communication and leadership skills
  • Expert understanding of sales and marketing financial metrics, KPIs, and GTM returns analyses
  • Expert understanding of financial modeling and financial statements
  • Experience developing and retaining a strong performing team
  • Ability to think critically and creatively
  • High standard of work quality and product
  • Ability to work in a fast-paced, dynamic environment
  • Master in Microsoft Excel and PowerPoint
  • Experience in Netsuite, FP&A Software, Salesforce, and Qliksense

Salary Range: $185,000 - $228,000 annually + bonus + equity + benefits

The referenced salary range is based on the Company's good faith belief at the time of posting. Actual compensation may vary based on factors such as geographic location, work experience, market conditions, and skill level.

About Forter:

Digital commerce is built on trust. At every point along the eCommerce journey, businesses must make a critical decision: Can I trust this customer? Answering this simple question accurately and instantly is powerful-it can accelerate revenue growth and strengthen a company's connection with its customers.

Forter was founded on the insight that it's not about what is being purchased, nor where- but who is behind the interaction.

The Forter Decision Engine finds patterns across more than one billion identities in our dataset. We isolate fraudsters and protect customers-ensuring everyone gets the experience they deserve.

Given that trust is central to how we operate, Forter is very much driven by a defined set of values. We attract remarkable talent and have retention and engagement levels that are well above benchmarks. We're meticulous about strengthening our culture as we grow and ensuring this is an environment where people can have outsized impact.

Life as a Forterian:

We are a team of over 500 Forterians spread across 3 different continents. Since 2013, we've raised $525 million from investors such as Tiger Global, Bessemer, Sequoia Capital, March Capital, and Salesforce Ventures. We're on a mission to bring trust to global digital commerce so that companies like Nordstrom, Priceline, Instacart, and ASOS can block fraud, drive revenue, and improve customer experience.

At Forter, we believe unique people create unique ideas, and valuable experience comes in many forms. So, even if your background doesn't match everything we have listed in the job description, we still encourage you to apply and tell us why your skills and values could be an asset to us.

By welcoming different perspectives, we grow together as humans and as a company.

Forter is an Equal Employment Opportunity employer that will consider all qualified applicants, regardless of race, color, religion, gender, sexual orientation, marital status, gender identity or expression, national origin, genetics, age, disability status, protected veteran status, or any other characteristic protected by applicable law.

If you need assistance or an accommodation due to a disability, please email us at [insert email address]. This information will be treated as confidential and used only for the purpose of determining an appropriate accommodation for the interview process.

Forter does not accept agency resumes. Please do not forward resumes to Forter (or any related) jobs alias or directly to any Forter employees. Forter will not be responsible for any fees related to unsolicited resumes.

Forter's Applicant Privacy Policy

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