[Hiring] Director of FP&A @FORM

Role Description

We are seeking a highly analytical and strategic Director of FP&A to lead global financial planning, forecasting, reporting, cash flow management, and strategic financial analysis. You will be a key partner to the CFO, Controller, and executive leadership team, turning financial and operational data into actionable insights that support business decisions, financial performance, and long-term growth. This is a hands-on leadership role. You will own financial reporting and planning processes, and lead the implementation of tools and technologies that improve efficiency and financial visibility across a multi-country SaaS business.

Qualifications

• A bachelor's degree in Finance, Accounting, Economics, Business, or a related field from an accredited institution.
• 5+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, or a related field.
• Experience in a SaaS or subscription-based software business.
• A proven track record building and maintaining integrated three-statement financial models.
• Experience supporting a global, multi-country business.
• Hands-on experience with cash flow forecasting, budgeting, financial reporting, and performance analysis.
• Experience preparing reporting and presentations for senior leaders and external stakeholders.
• Experience with ERP systems and financial planning or reporting tools.
• Advanced Excel skills, sharp analytical thinking, and excellent communication and partnership skills.

Requirements

• Lead annual budgeting, rolling forecasts, long-range planning, and scenario analysis, built on integrated multi-entity three-statement models.
• Own reporting for executive leadership, the Board, investors, and lenders, including monthly and quarterly packages, KPI dashboards, and presentations.
• Partner with the Controller to keep reporting accurate, aligned with accounting results, and delivered on time.
• Analyze budget-to-actual variances, revenue trends, profitability, and SaaS metrics such as ARR, retention, churn, CAC, and LTV.
• Turn results into clear insights on trends, risks, and opportunities.
• Act as a strategic partner to the CFO and executive team on financial and operational decisions.
• Evaluate growth opportunities, pricing strategies, investments, resource allocation, and operational improvement initiatives.
• Support M&A activities, including cross-border transactions, financial due diligence, transaction modeling, and integration planning.
• Partner with functional leaders to establish financial targets, evaluate performance, and drive accountability.
• Own the 13-week cash flow forecast, including liquidity planning, working capital analysis, and cash management reporting.
• Partner with the CFO and Controller on treasury activities, including cash positioning, banking relationships, and debt management.
• Manage debt covenant compliance, including calculations, forecasting, lender reporting, and proactive identification of potential risks.
• Lead the evaluation, rollout, and optimization of FP&A, ERP, reporting, and BI tools that support multi-entity, multi-currency consolidation.
• Use AI and automation to sharpen forecasting, reporting, and analysis, and to remove manual work.
• Partner cross-functionally to improve data integrity, streamline financial processes, and enhance reporting capabilities.

Benefits

• Remote-first work environment.
• Generous medical, dental, and vision insurance coverage.
• Company-paid life and disability insurance.
• 401(k) retirement plan available.
• Paid parental leave.
• Flexible vacation policy: take the time you need, when you need it.
• Company-provided work equipment.
• Opportunities for internal growth and career development.

Company Description

FORM powers the world’s two billion mobile workers as they change companies and industries for good, with mobile technology that improves execution from the frontline. FORM solutions include the AI-enabled task management platform GoSpotCheck, Trax’s image recognition technology, and FORM OpX, all of which activate and connect teams in the field – with leaders, missions, and each other – so they can deliver success in the enterprise. With more than 25 years of experience, FORM supports 100,000+ global users from some of the world’s most recognizable global brands in 45 countries.