Strategic Finance (FP&A) Manager

Who Boundless Is

Were a team of immigrants and experts who have struggled with our own journeys through the complex high-stakes U.S. immigration system. That is why we are building deeply customer-centric products and experiences to become the default trusted partner for all families and businesses. We are the largest player in the family immigration industry and a high-growth challenger serving corporate clients. Across both consumer and business segments weve aided over 100000 individuals in their quest for U.S. residency.

Were backed by influential venture investors around the country including Foundry Group (led by Brad Feld) Trilogy Equity Partners Pioneer Square Labs Emerson Collective (Laurene Powell Jobs foundation) Two Sigma Ventures and Jerry Yang.

Today we are a dynamic growth-stage technology company with 500 employees across the U.S. and Philippines. We are growing both organically and through strategic acquisitions. We are well-capitalized and positioned for long-term success.

Your Mission

As the Director of Financial Planning & Workforce Strategy you will be the financial nervecenter that turns U.S. sales forecasts into actionable headcount and cost plans for our Philippine and US handinhand with Sales Customer Success and Operations you will own rolling 4week 6month and 12month staffing models across three business segmentsensuring we have the right people with the right skills at precisely the right forecasting you will design live dashboards that surface utilization case throughput quality adherence and costpercase at every levelfrom companywide views down to individual podsso leaders can spot gaps early and pivot with confidence.

Equally important you will act as a margin proactively investigating variances stresstesting assumptions and running ROI analyses youll pinpoint where efficiency is slipping and architect datadriven remedieswhether thats recalibrating labor mix automating workflows or refining weekly KPI readouts to U.S. and Philippine stakeholders will translate raw numbers into clear narratives and action plans keeping everyone aligned on performance and profitability short your mission is to fuse sharp financial analysis with realtime operational insight driving sustainable growth for Boundless while safeguarding an exceptional customer experience.

Responsibilities

Forecasting &Demand Planning:

• Translate monthly U.S. sales projections into staffing demand across Sales Customer Support and Operations across 3 business segments.
• Own short mid and longrange headcount models (rolling 4week 6month and 12month views) based on rapidly changing business projections.

Workforce Productivity Analytics:

• Build and maintain dashboards that surface utilization case throughput quality adherence and costpercase metrics (dashboards will range from company-wide to individual or pod level).
• Benchmark performance by segment and recommend labor mix or process changes in collaboration with the People team.
• Perform bespoke financial analysis to measure the improvement from process or technology changes.

Margin Improvement:

• Proactively identify troublesome areas where margins are unlikely to meet expectations and develop plans to address those issues.
• Investigate variance between actuals and projections as they relate to PHL-based cost line items.
• Observe various functional areas across the organization and determine areas of potential margin improvement making recommendations and calculating ROIs
• Partner with Sales Operations Finance and HR teams to implement initiatives that improve efficiency and expand gross margin

Stakeholder Communication

• Present weekly dashboards of KPIs to US and PHL-based teams reviewing performance and creating action items to address issues.
• Maintain close lines of communication with both US and PHL-based stakeholders regarding business segment performance.

Qualifications

• Extensive experience in financial analysis business consulting strategic planning and/or workforce management roles
• Experience supporting B2B services (esp. legal services) or SaaS businesses
• Advanced Excel / Google Sheets modeling including complex dashboards charts management of large data sets (incl. data cleaning techniques) and advanced functions
• Experience designing and implementing data gathering techniques in large and complex organizations
• Experience in a cross-functional role interfacing with both US and PHL-based stakeholders in areas such as sales CX and operations
• Proven record of driving margin or efficiency improvements via data insights
• Strong business English; able to translate data into clear narratives