Finance Director, R&D

About Your Role

We are looking for a Finance Director to serve as a strategic FP&A business partner for two of our highest-impact, highest-investment areas of our business: Fund Administration and Customer Success.

This is a high-visibility role that sits at the intersection of finance and operations. You'll own the full planning cycle for your departments, from annual budget to monthly forecasts, while building the analytical rigor and business partnership that helps department leaders make confident, data-driven decisions. You'll also contribute to company-wide initiatives including revenue forecasting, margin analysis, and the ongoing evolution of our FP&A platform (Pigment).

We’re looking for a self-starter who thrives in fast-paced, high-growth environments, can build strong relationships with business partners, and brings a sharp analytical mind paired with clear communication skills.

What You’ll Do

Business Partnership

• Serve as the dedicated FP&A business partner for Fund Administration and Customer Success, building trusted relationships with department leaders and their teams.
• Provide proactive financial guidance and insights to senior leaders, helping them understand cost drivers, headcount trends, and performance against targets.
• Translate complex financial data into clear, actionable narratives that inform strategic decisions across hiring, vendor spend, tooling, and operational investments.
• Partner with department leaders on headcount planning, including scenario modeling for team growth, restructuring, and role changes throughout the year.

Budgeting & Forecasting

• Lead the annual budget process for Fund Administration and Customer Success, coordinating with department leaders to build bottoms-up plans aligned with company targets.
• Own monthly forecast updates for your departments, incorporating actuals, business context, and updated assumptions to reflect the most current view of the business.
• Maintain accurate headcount forecasts for your departments.
• Manage OpEx planning across both departments.

Reporting & Variance Analysis

• Own the monthly Budget vs. Actual process for each department, leveraging Pigment to surface variances and delivering clear trend commentary and insights to senior leadership.
• Review and validate actuals each month in coordination with the Accounting team.
• Dig into meaningful variances to understand the underlying drivers, translate findings into clear business implications for department leaders, and collaborate on corrective actions.
• Build and maintain dashboards and reporting packages that give department leaders real-time visibility into their financial performance.

Revenue & Margin Analysis

• Contribute to company-wide GAAP revenue forecasting, with a focus on modeling customer-level revenue, retention, expansion, and churn dynamics.
• Perform gross margin and contribution margin analysis across products and customer segments, identifying trends and opportunities to improve unit economics.
• Model the financial impact of pricing changes, contract structures, upsell initiatives, and customer mix shifts in partnership with Revenue and GTM teams.
• Support quarterly and annual revenue planning processes, including ARR bridge builds, cohort analysis, and net revenue retention modeling.

Systems & Process

• Maintain and continuously improve department-level models within Pigment.
• Collaborate with the broader FP&A team on cross-functional initiatives, including board reporting preparation, investor materials, and company-wide operating reviews.
• Support the ongoing buildout of FP&A infrastructure.
• Identify opportunities to streamline recurring processes.

Qualifications

• 10+ years of progressive FP&A experience; 5+ years in a business partner capacity.
• Experience in a Fund Administration business or high-growth SaaS or FinTech environment.
• Deep expertise in budgeting, forecasting, headcount planning, and variance analysis.
• Strong financial modeling skills, including scenario analysis, sensitivity analysis, and cohort-based revenue modeling.
• Solid understanding of SaaS metrics: ARR, NRR, GRR, CAC, LTV, payback period, gross margin, and contribution margin.
• Team leadership and coaching experience
• Experience partnering directly with department leaders outside of Finance (e.g., Operations, Customer Success, GTM) and influencing decisions through data and analysis.
• Advanced proficiency in Excel or Google Sheets
• Bachelor's degree in Finance, Accounting, Economics, or a related field.

Preferred

• Experience supporting Fund Administration, Professional Services, or Customer Success organizations.
• Experience with modern FP&A platforms (Pigment, Adaptive, Anaplan, or similar)
• Familiarity with headcount planning tools (e.g. TeamOhana, Workday, HiBob, or similar).
• CPA or CFA credentials, MBA or relevant advanced degree.
• Exposure to private markets, alternative asset management, or wealth technology.
• Experience contributing to board reporting, investor materials, or M&A diligence processes.

Compensation

Compensation for this position includes a base salary, equity, and a variety of benefits. The U.S. base salary range for this role is $175,000 - $220,000 USD. Actual base salaries will be based on candidate-specific factors, including experience, skillset, and location, and local minimum pay requirements as applicable.

Benefits include

• Health, dental, and vision care for you and your family
• Life insurance
• Mental wellness coverage
• Fertility and growing family support
• Flex Time Off in addition to company-paid holidays
• Paid family leave, medical leave, and bereavement leave policies
• Retirement saving plans
• Allowance to customize your work and technology setup at home
• Annual professional development stipend

Your recruiter can provide additional details about compensation and benefits.