[Hiring] Director of Financial Planning and Analysis @Drawbridge Partners

Role Description

Drawbridge has a fantastic opportunity to join our team as a Director, FP&A reporting directly to the CFO. This is a remote position, ideally in the Mountain Timezone.

We are seeking a Director of Financial Planning & Analysis (“FP&A”) to lead the FP&A function and support the executive leadership team. This is a highly visible role with regular exposure to executive leadership and investors, and an opportunity to drive strategic financial decision-making in a fast-paced environment.

A High-Visibility Leadership Role for a Hands-On Builder:

• Serve as Drawbridge's senior FP&A leader and trusted financial business partner to the CFO, executive team, board, and investors.
• Own the FP&A function with significant influence over strategic decisions, resource allocation, long-range planning, and the financial narrative of the business.
• Establish planning processes, performance metrics, reporting standards, and financial discipline.
• Develop analyses, models, and presentations that drive decision-making.
• Engage in strategic discussions and hands-on analysis using tools like Excel, Power BI, Salesforce, or NetSuite.

Key Responsibilities:

• Financial Forecasting:
  • Develop and manage financial models, forecasts, and budgets that support strategic planning and decision-making.
• Business Partnering and Financial Strategy:
  • Work cross-functionally with the executive and leadership teams to align financial objectives with company strategy.
  • Own the KPIs and refine financial strategy alongside senior management.
• Reporting to Leadership, the Board, and Investors:
  • Create and maintain accurate, insightful reports and dashboards for senior leadership, the board, and investors.
• Close Partnership with Accounting:
  • Ensure a timely and accurate financial month-end close and cash forecasting.
• Culture Impact:
  • Value curiosity, low ego, and high ownership.
• Data Architect from a Finance lens:
  • Optimize our technology stack—including Salesforce, NetSuite, and Power BI.
• Ad Hoc Analysis and Special Projects:
  • Deliver fast, decision-grade analysis for senior management.

Qualifications

• Proven experience in financial planning and analysis, with at least 7 years of progressive experience in finance roles.
• 3 to 5 years of experience within a private equity-backed SaaS company (required).
• Experience with Salesforce, NetSuite, Excel, and a BI tool, Power BI preferred (required).
• Highly organized and detail-oriented individual, comfortable managing multiple and changing priorities.
• Experience leading an FP&A function or serving as the most senior FP&A owner in a lean, high-growth environment.
• Ability to establish direction, influence executives, and drive organizational outcomes without direct reports.
• Comfortable operating as both a strategic finance leader and a hands-on practitioner.
• Outstanding analytical skills and a proven ability to connect data analysis with business outcomes.
• Excellent oral and written communication and presentation skills.
• A proactive and consultative approach to internal and external requests.
• Bachelor's degree in Finance, Accounting, or related field.