About InvoiceCloud:
InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025 including USA TODAY and Boston Globe Top Workplaces multiple SaaS Awards wins for Best Solution for Finance and FinTech and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services as well as our leadership in AI maturity and responsible innovation. Its an award-winning purpose-driven environment where top talent thrives. To learn more .
Position Overview
We areseekinga strategic and results-oriented Director FP&A toleadthefinancial planning and analysisteamreporting tothe CFO. This roleis responsible forsettingFP&A strategy translating businessobjectivesinto actionable financial plans and providing clear visibility into performance risks and opportunities.
The Director FP&Aleadsa high-performing FP&A teamandserves as a trusted advisor tothe executive team andsenior leadersin the role managesa teamof eight responsible for revenue andexpense planningrobust management reporting in a privateequity backedenvironmentand supportingkey organizational priorities with insightful financial analyses.
Success Profile:
This role is anchored in our companyscorecompetenciesthese competencies reflect the mindsets and behaviors that define success in this role. We outline how each competency translates into real-world actions and outcomes specific to this role.
Strategic
- Owns financialplanningby translating company and CFO-level priorities into annual budgets rolling forecasts and long-range plans.
- Partners with executive leaders to evaluate strategic initiatives investments and trade-offs through rigorous modeling and scenario analysis.
- Identifies and tracks key value creation leverssuch as growth efficiency margin expansion operating leverage and cost disciplinelinking financial plans to long-term enterprise value.
Results Driven
- Establishes disciplined planning forecasting and performance management cadences that enableeffectivedecision-making.
- Owns KPI definitions dashboards and metric governance ensuring leaders have consistent actionable visibility into business performance.
- Leads monthly budget-to-actual and performance review forums with executive and functional leaders surfacing risks opportunities and required actions.
- Maintains diligence-ready financial models and reporting to support Private Equity operating reviews ad hoc investor analysis and potential transaction or refinancing activity.
- Leverages financial systems planning tools and automationincluding AI-enabled forecasting and reporting enhancementsto improve the efficiency accuracy and analytical impact of the team.
Collaborative
- Serves as a trusted financial advisor to the CFO and senior leadership proactivelyidentifyingperformance gaps risks and opportunities.
- Builds strong partnerships with functional leaders to align financial plans with operational goals and shared ownership of outcomes.
- Leads the preparation and alignment of Board and investor-facing financial materials ensuring consistency across internal reporting executive narratives and external expectations.
Communicates Effectively
- Leads coaches and develops a high-performing FP&A team through clear expectations feedback and accountability.
- Translates complex financial and operational data into concise executive-ready insights that inform decisions and action.
- Establishes clarity and transparency in planning reporting and communication across the FP&A team and broader Finance organization.
Requirements
- 10 years of progressive experience in Financial Planning & Analysisorsimilar roleswithdemonstratedsuccess leading teams and partnering with senior leadership.
- Excellent communication judgment and leadership skills in a fast-paced high-growth environment.
- Proven ability to influence executives and drive outcomes through collaboration and credibility.
- Strong strategic analytical and financial modeling capabilities with the ability to translate complexity into actionable insights.
- Experience with modern FP&A systems and planning tools; Adaptive Planning experience preferred.
- Experience in SaaS FinTech or technology-enabled businesses strongly preferred.
- Bachelors degree in Finance Accounting or a related field; MBA or advanced degree preferred.
Base salary is onecomponentof total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The aboverepresentsthe expected base compensation range for this job requisition.Ultimately indeterminingyour paywellconsider many factors including but not limited to skills experience qualifications geographic location and other job-related factors.
Base Compensation Range
$195000$225000 USD
InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race color religion age sex nationality disability genetic information veteran or military status sexual orientation gender identity or expression or any other characteristic protected under applicable laws.
This commitment applies to all aspects of employment including recruitment hiring placement promotion termination layoff recall transfer leave compensation and training.
If you require a disability-related or religious accommodation during the application or recruitment process and wish to discuss possible adjustments please contact .
Click here to review InvoiceClouds Job Applicant Privacy Policy.
For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases employees or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.
Required Experience:
Director
About InvoiceCloud:InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025 including USA TODAY and Boston Globe Top Workplaces multiple SaaS Awards wins for Best Solution for Finance and FinTech and national customer service honors from Stevie and the Business Intellige...
About InvoiceCloud:
InvoiceCloud is a fast-growing fintech leader recognized with 20 major awards in 2025 including USA TODAY and Boston Globe Top Workplaces multiple SaaS Awards wins for Best Solution for Finance and FinTech and national customer service honors from Stevie and the Business Intelligence Group. Judges also highlighted our mission to reduce digital exclusion and restore simplicity and dignity to how people pay for essential services as well as our leadership in AI maturity and responsible innovation. Its an award-winning purpose-driven environment where top talent thrives. To learn more .
Position Overview
We areseekinga strategic and results-oriented Director FP&A toleadthefinancial planning and analysisteamreporting tothe CFO. This roleis responsible forsettingFP&A strategy translating businessobjectivesinto actionable financial plans and providing clear visibility into performance risks and opportunities.
The Director FP&Aleadsa high-performing FP&A teamandserves as a trusted advisor tothe executive team andsenior leadersin the role managesa teamof eight responsible for revenue andexpense planningrobust management reporting in a privateequity backedenvironmentand supportingkey organizational priorities with insightful financial analyses.
Success Profile:
This role is anchored in our companyscorecompetenciesthese competencies reflect the mindsets and behaviors that define success in this role. We outline how each competency translates into real-world actions and outcomes specific to this role.
Strategic
- Owns financialplanningby translating company and CFO-level priorities into annual budgets rolling forecasts and long-range plans.
- Partners with executive leaders to evaluate strategic initiatives investments and trade-offs through rigorous modeling and scenario analysis.
- Identifies and tracks key value creation leverssuch as growth efficiency margin expansion operating leverage and cost disciplinelinking financial plans to long-term enterprise value.
Results Driven
- Establishes disciplined planning forecasting and performance management cadences that enableeffectivedecision-making.
- Owns KPI definitions dashboards and metric governance ensuring leaders have consistent actionable visibility into business performance.
- Leads monthly budget-to-actual and performance review forums with executive and functional leaders surfacing risks opportunities and required actions.
- Maintains diligence-ready financial models and reporting to support Private Equity operating reviews ad hoc investor analysis and potential transaction or refinancing activity.
- Leverages financial systems planning tools and automationincluding AI-enabled forecasting and reporting enhancementsto improve the efficiency accuracy and analytical impact of the team.
Collaborative
- Serves as a trusted financial advisor to the CFO and senior leadership proactivelyidentifyingperformance gaps risks and opportunities.
- Builds strong partnerships with functional leaders to align financial plans with operational goals and shared ownership of outcomes.
- Leads the preparation and alignment of Board and investor-facing financial materials ensuring consistency across internal reporting executive narratives and external expectations.
Communicates Effectively
- Leads coaches and develops a high-performing FP&A team through clear expectations feedback and accountability.
- Translates complex financial and operational data into concise executive-ready insights that inform decisions and action.
- Establishes clarity and transparency in planning reporting and communication across the FP&A team and broader Finance organization.
Requirements
- 10 years of progressive experience in Financial Planning & Analysisorsimilar roleswithdemonstratedsuccess leading teams and partnering with senior leadership.
- Excellent communication judgment and leadership skills in a fast-paced high-growth environment.
- Proven ability to influence executives and drive outcomes through collaboration and credibility.
- Strong strategic analytical and financial modeling capabilities with the ability to translate complexity into actionable insights.
- Experience with modern FP&A systems and planning tools; Adaptive Planning experience preferred.
- Experience in SaaS FinTech or technology-enabled businesses strongly preferred.
- Bachelors degree in Finance Accounting or a related field; MBA or advanced degree preferred.
Base salary is onecomponentof total compensation. Employees may also be eligible for an annual bonus or commission. Some roles may also be eligible for overtime pay. The aboverepresentsthe expected base compensation range for this job requisition.Ultimately indeterminingyour paywellconsider many factors including but not limited to skills experience qualifications geographic location and other job-related factors.
Base Compensation Range
$195000$225000 USD
InvoiceCloud is committed to providing equal employment opportunities to all employees and applicants. We do not tolerate discrimination or harassment of any kind based on race color religion age sex nationality disability genetic information veteran or military status sexual orientation gender identity or expression or any other characteristic protected under applicable laws.
This commitment applies to all aspects of employment including recruitment hiring placement promotion termination layoff recall transfer leave compensation and training.
If you require a disability-related or religious accommodation during the application or recruitment process and wish to discuss possible adjustments please contact .
Click here to review InvoiceClouds Job Applicant Privacy Policy.
For recruitment agencies: InvoiceCloud does not accept unsolicited resumes from agencies. Please do not forward resumes to our job aliases employees or any other company location. InvoiceCloud is not responsible for any fees associated with unsolicited submissions.
Required Experience:
Director
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