Role Description
We have an opportunity for a Director, Finance to join our Finance team, based anywhere in the US, reporting to the VP, Finance. In this pivotal role, you will lead Sales Finance's core FP&A, public-company readiness, bookings governance, executive reporting, and M&A integration efforts. Collaborating closely with Sales/Worldwide Field Operations (WWFO), Finance, Customer Support, Professional Services, COE teams, and Rev Ops, you will shape data-driven decisions, strengthen processes and controls, support current and future acquisitions, and lead a geographically dispersed finance team in a highly collaborative environment.
Be a Contributor β What Youβll Do
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Serve as a strategic finance partner to Sales Finance, WWFO, and sales leadership to support growth and transformation goals.
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Help drive IPO readiness by strengthening sales-finance processes, controls, audit support, and compliance across commissions, bookings, and related areas.
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Lead core FP&A for Sales Finance, including long-range planning, forecasting, expense planning, and consolidation of geographic and regional forecasts.
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Own WWFO OpEx and headcount budgets, monitor performance, analyze variances, and recommend actions to WWFO and Finance leadership.
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Own monthly bookings accuracy, consolidation, reconciliation, and close, providing trend analysis and insights to Sales Finance leadership and the CRO.
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Build and deliver operational, KPI, board-level, and e-staff reporting that enables informed decisions across Sales and Finance.
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Serve as the primary finance business partner for current and future M&A, supporting integration and incorporation of acquired businesses into the operating model.
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Partner with Customer Support, Professional Services, and Sales center of excellence teams, including Channels, hyperscalers, GSIs, Security, and Rev Ops.
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Lead, develop, and mentor a team of financial analysts.
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Use AI-enabled tools to build models and agents that improve planning and forecast accuracy, bookings and expense reconciliation, analysis, and executive presentations.
Qualifications
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12+ years of relevant experience in sales finance, FP&A, forecasting, long-range planning, and expense management within a technology/SaaS company.
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Current public-company experience, ideally in sales finance; familiarity with IPO readiness, controls, audit, and compliance preferred.
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Experience with bookings accuracy, consolidation, reconciliation, and commissions-related processes.
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M&A integration and business partnership experience supporting acquired organizations and cross-functional teams.
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Excellent writing, communication, and presentation skills, including board-level reporting.
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Ability to build trusted partnerships with sales leaders, resolve issues quickly, and influence decisions with sound judgment and integrity.
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Experience leading and developing a team while managing multiple priorities and deadlines.
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Advanced Excel skills and experience with Salesforce are required; experience with Tableau, Databricks, SQL, and Anaplan is preferred.
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Experience using AI tools (e.g. Glean, Microsoft Copilot, Claude, ChatGPT) to build models and agents, improve planning and forecast accuracy, reconcile bookings and expenses, and create executive-ready presentations.
Requirements
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First 90 Days: Immerse in our culture, connect with mentors (Blox Buddies), and map the systems and meet with key stakeholders that rely on your work. Discuss and create short/long term goals.
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Six Months: Own WWFO and Sales Finance OpEx and headcount management, consolidating geographic and regional forecasts and presenting variance analysis and recommendations to WWFO and Finance leadership.
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Establish reliable bookings, KPI, and metrics reporting, including monthly reconciliation and close, with actionable insights for Sales leadership, the CRO, and Finance.
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Build operating relationships across M&A integration, Customer Support, Professional Services, Sales center of excellence, Rev Ops, and IPO-readiness workstreams while applying AI-enabled tools to planning and reporting.
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One Year: Lead the WWFO and Sales Finance annual and long-range planning and forecasting processes, including OpEx, headcount, and geographic expense consolidation.
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Be a trusted owner of bookings accuracy, reconciliation, and board and e-staff reporting, delivering timely insights that support decision-making.
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Drive measurable progress on IPO-readiness processes, controls, audit support, and M&A integration for current and future acquisitions.
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Be recognized as a strategic finance business partner across Sales, COGS, Sales center of excellence, and Rev Ops teams while leading and mentoring the distributed finance team.
Benefits
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Comprehensive health coverage, generous PTO, and flexible work options.
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Learning opportunities, career-mobility programs, and leadership workshops.
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Sixteen paid volunteer hours each year, global employee resource groups, and a βNo Jerksβ policy that keeps collaboration healthy.
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Modern offices with EV charging, healthy snacks (and the occasional cupcake), plus hackathons, game nights, and culture celebrations.
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Charitable Giving Program supported by Company Match.
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We practice pay transparency and reward performance. Offers reflect role location, internal equity, experience, skills, education, and certifications. Base salary for this position: $159,000 - $244,860 plus corporate bonus potential.