Finalsite
Director, Financial Planning & Analysis (FP&A)
🇺🇸
Remote - US
🕑
Full-Time
💰
TBD
💻
Finance
🗓️
February 16th, 2026
K-12
Power BI
SaaS
Edtech.com's Summary
Finalsite is hiring a Director, Financial Planning & Analysis (FP&A) to lead financial planning, forecasting, and performance analysis across the organization. The role supports executive leadership by providing strategic financial insights, managing budgeting cycles, and preparing board-level reporting while partnering with various departments to drive growth and efficiency.
Highlights
- Lead annual budgeting, long-range planning, and monthly forecasting cycles.
- Build financial models for revenue, margin, headcount, and cash flow management.
- Develop scenario modeling for strategic initiatives, product investments, and pricing.
- Deliver monthly financial reporting with variance analysis and KPI dashboards (ARR, churn, bookings, CAC, EBITDA).
- Collaborate cross-functionally with Sales, Customer Success, Product, and HR to align financial plans with business priorities.
- Prepare board-level materials, executive summaries, and investor updates; support private equity stakeholder requests.
- Improve FP&A tools, automate reporting, and evaluate financial planning software (Adaptive, Anaplan).
- Drive adoption of AI solutions within the FP&A function.
- Require 7-10+ years in FP&A or corporate finance with strong SaaS business model knowledge.
- Proficiency in advanced Excel and financial modeling; experience with BI tools recommended.
Director, Financial Planning & Analysis (FP&A) Full Description
Director, Financial Planning & Analysis (FP&A)
Finance | 100% Remote in the U.S | Full Time
Job Description
Finalsite is the first community relationship management platform for K-12 schools, transforming how schools attract students, engage families, build community — and thrive. More than 7,000 schools and districts worldwide trust Finalsite’s integrated platform for their websites, communications, mobile apps, enrollment, and marketing services. Finalsite is headquartered in Glastonbury, CT, USA with employees who work remotely in nearly every state in the U.S. as well as Europe, South America, and Asia. For more information, please visit www.finalsite.comVISION
Finalsite will transform the way school communities engage with their schools.
SUMMARY OF THE ROLE
Finalsite will transform the way school communities engage with their schools.
SUMMARY OF THE ROLE
Finalsite is seeking a Director of FP&A Senior to drive financial planning, forecasting, and performance insights across the organization. This role will play a critical part in supporting executive leadership with strategic decision-making, operating cadence, and board-level reporting.
The ideal candidate brings strong analytical depth, SaaS financial understanding, and the ability to partner across departments to drive accountability, efficiency, and growth.
LOCATION
100% Remote - Anywhere within the US
RESPONSIBILITIES
Financial Planning & Forecasting
- Lead the annual budgeting process, including long-range planning and monthly forecasting cycles
- Build and maintain robust financial models to support revenue, margin, headcount, and Cash Flow
- Develop scenario modeling to support strategic initiatives, product investment, pricing decisions, and resource allocation
- Identify and drive initiatives to continuously improve, automate, and scale forecasting and reporting tools/systems.
Business Performance & Reporting
- Deliver monthly financial reporting packages with clear variance analysis and actionable insights
- Create dashboards and KPI tracking for ARR, churn, bookings, product line margin, CAC, and EBITDA
- Conduct operating reviews with department leaders to drive financial accountability.
Cross-Functional Business Partnership
- Partner closely with Sales, Customer Success, Professional Services, Product, and HR to align financial plans with business priorities
- Provide financial guidance on hiring plans, compensation, and organizational investments.
- Contribute to the development of financial strategies for the organization that align with the organization’s overall vision.
Board & Executive Support
- Prepare board-level reporting materials, executive summaries, and investor-ready financial updates
- Support PE stakeholder requests, including performance metrics, run-rate analysis, and cost optimization initiatives
Process Improvement & Systems
- Improve FP&A processes, planning tools, and reporting automation to scale with company growth
- Evaluate and support the implementation of financial planning software (Adaptive, Anaplan, etc.) as needed
- Strengthen financial discipline and planning cadence across the organization
- Drive the adoption of AI solutions across the F,P&A Function
Qualifications and Skills
- 7–10+ years of experience in FP&A, corporate finance, or strategic finance roles
- Strong understanding of SaaS business models and key metrics (ARR, NRR, churn, etc.)
- Demonstrated experience building and owning budgets, forecasts, and financial models
- Advanced Excel and financial modeling skills; experience with BI tools is a plus
- Ability to communicate clearly with both finance and non-finance leaders
PREFERRED
- Experience supporting Professional Services financial planning (utilization, margin, delivery capacity)
- Familiarity with systems such as NetSuite, Adaptive Planning, Workday, Power BI, or Tableau
- Prior board reporting and executive-level presentation experience
RESIDENCY REQUIREMENT
Finalsite offers 100% fully remote employment opportunities, however, these opportunities are limited to permanent residents of the United States. Current residency, as well as continued residency, within the United States is required to obtain (and retain) employment with Finalsite.
DISCLOSURES
Finalsite is proud to be an equal opportunity workplace and is an affirmative action employer. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or Veteran status. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. EEO is the Law. If you have a disability or special need that requires accommodation, please contact Finalsite's People Operations Team. Finalsite is committed to the full inclusion of all qualified individuals. As part of this commitment, Finalsite will ensure that persons with disabilities or special needs are provided a reasonable accommodation. Ensure your Finalsite job offer is legitimate and don't fall victim to fraud. Ask your recruiter for a phone call or other type of verbal communication and ensure all email correspondence is from a finalsite.com email address. For added security, where possible, apply through our company website at finalsite.com/jobs.
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