Head of FP&A (Senior Director)

About the Role

We're looking for a Head of FP&A (Senior Director) to lead the planning, forecasting, and analytics engine that guides how we invest and grow. You'll build and lead the FP&A team, serve as a strategic partner to the CFO and executive leadership, and turn financial and operational data into clear decisions across Go-to-Market, Product, Marketing, Accounting, and HR.

This is a player-coach role: you'll set the vision for how finance scales with the business while staying close enough to the models to know they're right. You'll own the annual plan, the rolling forecast, and the reporting that leadership and the Board rely on, and you'll modernize the systems and processes behind them.

This is a hybrid position, 3x/week in our San Francisco office.

Responsibilities

Lead Strategic Planning & Forecasting

• Own the long-range plan, annual budget, and rolling forecast process, partnering directly with the CFO and executive team
• Lead monthly and quarterly, revenue, EBITDA and cash flow forecasting, with clear scenario analysis and risk/opportunity framing
• Establish and run the operating cadence: monthly business reviews, quarterly planning cycles, and Board and investor reporting
• Build the company's MD&A and internal financial reporting frameworks, executives and Board discussions, setting the standard for accuracy and clarity

Drive Financial Insight & Decision Support

• Oversee financial models for new product launches, pricing strategy, capital allocation, and GTM performance
• Define the KPIs and unit economics that matter (ARR, retention, CAC, LTV, payback, gross margin) and hold the business accountable to them
• Lead marketing spend, headcount, and campaign ROI analysis to guide investment trade-offs
• Translate complex analysis into concise recommendations for executives and non-finance partners

Build and Lead the Fp&a Team

• Hire, develop, and manage a team of analysts and/or managers; set standards for modeling, documentation, and review
• Create clear career paths, coaching, and feedback loops, and foster a culture of ownership and curiosity
• Partner with department leaders to embed finance business partners in GTM, Marketing, Product, and G&A

Partner Across the Business

• Collaborate closely with GTM, Marketing, Product, R&D, Accounting, HR, and Legal to align on goals and priorities
• Work with Sales Ops and Accounting to streamline sales compensation and variable pay, reducing errors and speeding up close
• Partner with Accounting to improve the timing of key journal entries, accruals, the flux and variance review for an efficient close process

Optimize Finance Systems & Processes

• Own the FP&A technology roadmap, including planning tools like Pigment, data infrastructure like Snowflake and SQL, Salesforce, and BI tools like Power BI
• Leverage AI and other tools to drive automation of recurring reporting and monthly workflows to free the team for higher-value analysis
• Modernize legacy dashboards and build standardized departmental reporting with a single source of truth for key metrics
• Set data governance and controls so that numbers tie across Finance, Sales Ops, and Accounting

Qualifications

Research shows that women and members of underrepresented groups tend to apply to roles only when they check every box on a job description. We encourage you to apply if you meet the majority of qualifications and if this role is aligned with your career trajectory.

• 10+ years of experience in FP&A, strategic finance, corporate finance, consulting, or investment banking, including 4+ years leading teams, ideally in a high-growth SaaS or technology company
• Proven track record owning the annual plan, forecasting, and Board-level reporting, with direct exposure to GTM functions (Sales, Marketing, Customer Success)
• Deep expertise in financial modeling, with the judgment to know when a model needs to be rigorous and when it needs to be fast
• Hands-on proficiency with SQL, BI tools (Power BI preferred), and modern planning systems; Pigment, Snowflake, and Salesforce experience is a plus
• Experience leading finance systems implementations and process automation at scale
• Demonstrated ability to build, coach, and retain high-performing teams, and to hire talent that raises the bar
• Strong executive presence and communication skills, with the ability to influence senior leaders and distill complex analysis into clear recommendations
• A self-starter with a strong ownership mindset, comfortable with ambiguity in a fast-growing, dynamic environment, and just as ready to dig into a spreadsheet as to present to the Board
• Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA, CPA, or CFA a plus

Compensation

• Our base pay range for this role is 220,000 - 275,000/year.
• Please note the salary range listed is just one component of a competitive compensation package which includes a company stock plan and a bonus.
• Offers will be reflective of the candidate’s location and experience.

Benefits

• At SpotOn, we put people above everything else.
• We’re known for our innovative software and technology solutions, but we stand out because of the hard-working humans behind the tech.
• We can’t take care of our clients without taking care of our employees first, and that’s why we invest in you with a competitive benefits package which includes:

• Medical, Dental and Vision Insurance
• 401k with company match
• RSUs
• Paid vacation, 10 company holidays, sick time, and volunteer time off
• Employee Resource Groups to build community and inclusion at work
• Monthly cell phone and internet stipend

Tuition reimbursement for up to $2,000 per calendar year to assist with your professional development

• We will never ask candidates to pay fees, purchase equipment, or share sensitive personal or financial information during the hiring process.
• All legitimate communication from our recruiting team will come from an official company email address (@spoton.com).
• If something seems suspicious, please contact us at.

• For U.S. based roles, work authorization in the U.S. is required. Visa sponsorship is not available for this role.
• SpotOn is an E-Verify company.