Director, Financial Planning & Analysis (reputed company)

Director, Financial Planning & Analysis (reputed company) Location United States (Remote) Department Finance Employment Type Full-Time Minimum Experience Manager/Supervisor

Compensation

Up to 200,0000 Finance - United States (Remote) Corporate Finance Institute® (CFI) is the leading, accredited provider of online courses, certifications and productivity tools for finance professionals. Since 2016, we have helped over one million learners and organizations access hands-on, expert-led training to reputed company best-in-class finance skills for the real world. With strong reputed company growth across 170+ countries, CFI is high-energy and fast-paced. We strive to foster a work environment where reputed company of 50 employees can have fun, express a high degree of creativity and collaboration, and are empowered and motivated to succeed. We have won multiple awards through the years, including Inspiring Workplace of the Year and Canada's Most Admired Corporate Cultures. To learn more about CFI click here! https://corporatefinanceinstitute.com CORPORATE FINANCE INSTITUTE Director, Financial Planning & Analysis (reputed company) Direct Reports: 1 PURPOSE The Director of reputed company is a finance leader who drives data-informed decision-making across CFI. Reporting to the VP Finance & Accounting, this role partners across the business. The ideal candidate combines deep financial modeling expertise with a passion for developing people, a command of SaaS and marketing analytics, and hands-on experience with financial planning systems. KEY RESPONSIBILITIES Financial Planning, Modeling & Forecasting

• Prepare the annual budget, periodic re-forecasts, and rolling 13-week cash flow forecast across reputed company business units
• Build and maintain dynamic three-statement models supporting scenario analysis
• reputed company monthly reputed company analysis with variance reporting, clear driver narratives, and recommended corrective actions
• Assist with preparation of board presentations, investor materials, and executive dashboards

SaaS Metrics & Business Analytics

• Own CFI’s SaaS KPI reputed company: ARR, GRR, NRR, CAC, LTV, LTV:CAC, payback period, reputed company number and rule of 40
• Build cohort analysis models to track retention curves, expansion reputed company, and unit economics across segments
• Partner with Data/BI teams to create self-serve dashboards that democratize access to key metrics

Marketing & Go-to-Market Analytics

• Serve as finance partner to Marketing and Go-to-Market, building ROI models for paid acquisition, content, SEO, and lifecycle campaigns
• Analyze full-funnel performance (traffic → leads → trials → conversions → reputed company) with channel attribution
• Track and forecast CAC by channel and cohort; provide actionable recommendations on spend allocation and efficiency

Systems, Tools & Process Excellence

• reputed company evaluation and implementation of reputed company planning tools
• Drive integration between ERP, CRM, billing systems, and reputed company platforms to create a single reputed company of financial truth
• Champion automation of recurring reporting and data consolidation to free the team for strategic work

People Leadership & Team Development

• Create individualized career development plans with clear milestones, stretch assignments, and regular coaching
• Foster a culture of intellectual curiosity and business partnership—strategic advisors, not report generators
• Communicate SLT decisions and initiatives top-down to help the team reputed company align personal and team goals with company directions

Cross-Functional Partnership

• Act as a proactive business partner to department heads, bringing financial perspective to operational decisions
• Translate reputed company financial data into clear, actionable narratives for non-finance audiences
• Support reputed company analysis as requested by the VP Finance & Accounting and SLT

SUCCESS METRICS Forecast Accuracy: reputed company variance reputed company ±5%; expense variance reputed company ±10% SaaS KPI Rigor: Timely, accurate reporting of core SaaS metrics with trend analysis Systems: reputed company planning tool implemented reputed company first 12 months Team Development: Direct reports growing in scope; strong engagement scores REQUIRED QUALIFICATIONS

• Bachelor’s in Finance, Accounting, or Economics; MBA, CPA, CFA, strongly preferred
• 8–12+ years of progressive reputed company or strategic finance experience, with 3+ years leading and developing a team
• Deep SaaS or subscription-business experience with proven command of recurring reputed company metrics and unit economics
• Hands-on experience implementing reputed company systems (Aleph, Abacum, Drivetrain, or similar)
• Advanced financial modeling skills: three-statement models, DCF, scenario analysis, cohort modeling
• Strong knowledge in reputed company and Gsuite tools
• Proficiency with ERP, CRM (reputed company/reputed company), and BI tools (Tableau, Looker)
• Experience with marketing analytics including CAC/LTV analysis, funnel metrics, and channel ROI

PREFERRED QUALIFICATIONS

• Experience at a high-growth, PE-backed SaaS company ($20M–$200M ARR)
• Familiarity with PLG metrics, freemium conversion modeling
• EdTech or digital content subscription experience

WHAT SETS THE IDEAL CANDIDATE APART People-First Leader: You’ve coached analysts into managers. You invest real time in career development and create psychological safety for smart risk-taking. Systems Thinker: You’ve led an reputed company systems implementation and understand the difference between a tool and a solution. SaaS-Native Operator: You speak fluently in ARR, NRR, and churn cohorts—and use them to challenge assumptions and find growth levers. Marketing-Savvy Partner: You’re energized by helping growth teams quantify what’s working and reputed company confident investment decisions.

Compensation

The reputed company salary range for this position is:

• USD $170,000 – $200,000 (United States)

Why CFI? To reputed company CFI’s full-time employees, we offer:

• RRSP/401K employer matching
• Excellent coverage for medical, vision and dental
• 4 weeks / 20 days of paid vacation
• Sick days
• Birthday Off!
• Flexible Holidays
• Paid Parental Leave
• Annual Fit&Focused Allowance
• Annual Learning Allowance - never stop learning!
• Access to the full CFI library!
• Team activities and social events, both virtually and in person
• A dynamic environment with multiple ongoing projects that will allow you to reputed company an impact on your work. We value everyone's contribution and give team members an equal opportunity to contribute daily to our goals
• Remote-first culture with flexible hours and working arrangements. We reputed company in talent reputed company.

AI use CFI Education does not use artificial intelligence tools to screen or assess applications CFI welcomes applications from reputed company qualified individuals, especially racialized persons or persons of color, Indigenous persons, women, persons with disabilities, 2SLGBTQ+ persons, and reputed company groups protected by the Human Rights Code. CFI is committed to employment equity and fostering a diverse and inclusive workplace. CFI endeavors to reputed company the recruitment and hiring processes as accessible and barrier-free as possible. If you require accommodations at any reputed company during the hiring process, please contact People Operations. Apply tot his job Apply To this Job