[Hiring] Senior Director of FP&A @Halcyon

Role Description

This role will serve as a strategic partner to the COO and executive team, leading planning, forecasting, performance analysis, and board-level reporting while helping build the financial infrastructure required to scale the business. This is a high-impact role at the intersection of finance, strategy, and go-to-market. The ideal candidate combines strong SaaS finance expertise, board-ready communication skills, and the ability to translate operating data into clear recommendations that influence headcount, capital allocation, and growth decisions.

Key Responsibilities

• Planning, Forecasting, and Modeling
  • Own the annual operating plan, quarterly re-forecasts, and monthly forecasting processes.
  • Build and maintain financial models across ARR, revenue, headcount, operating expenses, gross margin, cash flow, and key SaaS metrics.
  • Lead scenario planning and analysis to support executive decision-making.
  • Monitor actual performance against budget and forecast, identifying risks and opportunities in real time.
• Reporting and Board Support
  • Deliver monthly and quarterly reporting packages with clear variance analysis, root causes, projections, and actionable insights.
  • Lead the monthly board reporting process in partnership with the COO, including preparation of board decks and investor materials.
  • Ensure consistent, accurate reporting across the P&L, balance sheet, and cash flow statement.
  • Prepare financial presentations for internal and external stakeholders.
• Business Partnering
  • Serve as a strategic finance partner to business leaders across go-to-market and G&A functions.
  • Partner closely with Sales, Marketing, RevOps, Customer Success, and HR on headcount planning, hiring plans, compensation analysis, and budget management.
  • Support sales planning through quota capacity modeling, pipeline coverage analysis, marketing efficiency measurement, and territory ROI analysis.
  • Provide guidance to accounting and other cross-functional teams to improve planning rigor and operating efficiency.
• SaaS Metrics and Analytics
  • Own KPI reporting and performance tracking across ARR, MRR, churn, GRR, NRR, LTV:CAC, burn multiple, and Rule of 40.
  • Translate CRM, billing, and operating data into actionable insights for the executive team.
  • Drive analysis of unit economics, gross margin trends, and cost efficiency opportunities.
  • Support ongoing improvement of dashboards, reporting processes, and financial data quality.
• Strategic Finance
  • Support fundraising readiness, investor diligence, and strategic finance initiatives.
  • Lead ad hoc analysis related to pricing, capital allocation, M&A opportunities, and other CFO- or CEO-sponsored projects.
  • Assist with audit support and cross-functional financial initiatives as needed.
• Process Improvement
  • Improve financial planning processes and systems.
  • Drive automation and reporting efficiencies.
  • Ensure data accuracy and financial governance.

Qualifications

• 10+ years of experience in FP&A, finance, or related analytical roles at high-growth B2B SaaS companies.
• Deep expertise in SaaS metrics: ARR/MRR, GRR, NRR, LTV:CAC, Rule of 40, burn multiple.
• Advanced financial modeling skills in Excel or Google Sheets; experience with FP&A platforms such as Adaptive, Anaplan, Mosaic, or Pigment preferred.
• Experience preparing materials for, and presenting to, executive leadership and a board of directors.
• Strong business partnering skills, with the ability to translate financial complexity into practical recommendations.
• Meaningful hands-on experience using LLM tools in conjunction with Excel and FP&A platforms.
• Bachelor's degree in Finance, Accounting, or a related field. Big 4 experience, MBA, CPA, CFA, or CMA is a plus.

Benefits

• Comprehensive healthcare (medical, dental, and vision) with premiums paid in full for employees and dependents.
• Short and long-term disability coverage, basic life and AD&D insurance plans.
• Medical and dependent care FSA options.
• 401k plan with a generous employer contribution.
• Flexible PTO policy.
• Parental leave.
• Generous equity offerings.