[Hiring] Director of FP&A @CertifyOS

Role Description

As our Director of FP&A, you will be the strategic architect of Certify’s financial planning and operational engine during a pivotal phase of hyper-growth. Reporting directly to the SVP of Finance, you will build the forward-looking FP&A infrastructure, long-range financial models, and operational dashboards needed to scale our business. Your mission is to elevate finance from backward-looking variance reporting into a high-velocity, strategic engine that drives capital efficiency, revenue expansion, and company-wide execution.

You are a strategic thought partner who thrives in the dynamic environment of a Series B startup. You don’t just manage spreadsheets or audit static accounting data; you partner directly with executive leadership to unlock growth, optimize enterprise SaaS unit economics, and shape high-stakes business decisions. Bringing deep, pure-play FP&A leadership, you possess the rare combination of sharp financial modeling mastery and the commercial agility required to guide our next phase of growth.

What you’ll do:

• Strategic Financial Leadership & Growth Architecture
  • Act as the core strategic thought partner to the C-suite and executive team, translating complex financial data into forward-looking growth strategies to scale CertifyOS over the next phase of growth.
  • Look beyond rigid historical reporting; proactively identify growth levers, unit economic improvements, gross margin expansion opportunities, and optimal capital allocation models.
  • Evaluate strategic tradeoffs across GTM investments, product roadmap expansions, and global operational headcount to maximize ROI and long-term enterprise value.
• Enterprise Forecasting, Planning & Strategic Modeling
  • Own the multi-year long-range financial model, annual budgeting process, and continuous rolling re-forecasts across complex revenue structures (SaaS, usage-based, and hybrid models).
  • Own the budget and forecast variance analysis and strategic monthly business reviews with core key stakeholders.
  • Build dynamic, scenario-based financial models to stress-test business assumptions, price changes, market shifts, and aggressive scaling trajectories in real time.
  • Standardize core business metrics (e.g., ARR, NRR, CAC payback, LTV:CAC, Magic Number) across departments to ensure a single, actionable source of strategic truth.
• Commercial & Operational Partnership
  • Embed directly with Growth, Product, Customer Success, and Operations leadership as a proactive business partner to accelerate revenue velocity and operational efficiency.
  • Partner with the Growth team to design, analyze, and optimize deal packaging, tier pricing, and enterprise contract structures.
  • Establish clear, operational KPIs for functional leaders, translating company-level financial targets into team-level performance metrics.
• FP&A Infrastructure, Systems & Scale
  • Push technology as far as it can go. You should come with an AI and tooling first mindset.
  • Design, implement, and automate a modern FP&A tech stack (CPM/planning tools, BI dashboards, ERP integrations) to transition financial operations from manual spreadsheets to real-time analytics.
  • Recruit, develop, and mentor a lean, high-performing FP&A team, cultivating a culture of proactive business partnership rather than backward-looking accounting. This will take place over time. To start this will be an IC role.
• Executive & Board Reporting
  • Own the preparation of monthly executive dashboards, quarterly Board of Directors presentations, and key investor communications.
  • Frame complex financial insights into compelling narratives that articulate operational momentum, trade-offs, and strategic risks to executive leadership and institutional investors.

Qualifications

• Proven Scale Leadership: 8–12+ years of progressive finance experience with at least 5+ years of pure-play FP&A and strategic finance leadership, specifically helping scale a B2B SaaS or HealthTech company.
• Strategic Partner Mindset: Demonstrated track record as a proactive strategic business partner to C-level executives—someone who drives operational strategy and capital efficiency rather than simply auditing or reporting numbers after the fact.
• Deep SaaS & Commercial Acumen: Expert knowledge of enterprise SaaS unit economics, go-to-market mechanics, net retention drivers, and complex multi-product financial modeling.
• AI, Systems & Automation Mastery: Proven experience leveraging frontier models in day to day processes as well as for larger project initiatives. Experience implementing and optimizing modern FP&A planning platforms and building scalable financial infrastructure from scratch.
• Board Communications: Direct experience producing Board-level decks and managing executive stakeholders.

Preferred Experience

• HealthTech Domain Nuance: Familiarity with the commercial and financial dynamics of US healthcare, provider systems, usage-based API platforms, or healthcare data infrastructure.
• Fundraising & Capital Markets: Direct involvement in Series B/C capital raises, debt financing, M&A execution, or IPO readiness workflows.
• Global Operational Finance: Experience modeling and managing financial operations across cross-border structures (e.g., US headquarters with international operational or engineering hubs).
• Investor Communications: Direct experience communicating complex financial strategy to institutional investors.

Benefits

• 100% coverage of health, dental, and vision insurance premiums for employees.
• Unlimited PTO, with at least two weeks off each year to recharge for US-based team members.
• Health insurance, statutory leave benefits, and additional wellness (menstrual) leave for women in India.
• Commitment to building an inclusive environment where everyone feels valued and empowered to do their best work.
• Pay transparency and an open culture where compensation conversations are encouraged and respected.