Aiwyn Director of FP&A at Aiwyn leading financial planning, forecasting, SaaS reporting, and decision support for a PE-backed SaaS company. Responsible for owning the financial model, driving planning rigor, and supporting executive decision-making.
Responsibilities
We are looking for a Director of Financial Planning & Analysis to lead financial planning, forecasting, SaaS reporting and decision support for a growing PE-backed SaaS company. This role is a core business partner to the CFO and executive team, responsible for translating strategy into financial plans and helping leaders make smart business decisions in an environment defined by growth, ambiguity, and speed.
The company operates in a complex environment, with multiple products, spanning recurring SaaS and variable merchant payment processing revenue streams. The company has also acquired multiple companies previously. This is not an accounting role, but a solid understanding of accounting principles is important, as is close partnership with accounting leadership. This role will involve working with an evolving data and systems environment, with the expectations to progressively improve rigor and consistency.
This is a hands-on role. You will own the company's financial model, drive planning rigor, and elevate how Finance supports the business, all while remaining close to the details.
Own the company's budget and rolling forecast
Reconcile top-down targets with bottoms-up assumptions
Clearly explain forecast changes, risks and sensitivities
Own and refine SaaS KPIs: CARR/ARR/MRR, GRR/NRR, churn, CAC, etc.
Perform cohort, funnel and unit-economics analysis
Ensure metric definitions are consistent, credible and actionable
Prepare monthly and quarterly executive and Board materials
Translate complex analysis into clear summaries and recommendations
Support investor reporting and strategic planning
Qualification
Strong command of SaaS metricsAdvanced Excel / Sheets skillsExperience at a VC-backedFamiliarity with NetSuiteWhat Success Looks LikeForecasts are credibleGrowth
Required
6+ years in FP&A or strategic finance at a SaaS or SaaS-adjacent company
Strong command of SaaS metrics, forecasting and unit economics
Proven ability to build models and deliver actionable insight
Experience partnering directly with senior executives
Advanced Excel / Sheets skills; comfortable working with imperfect data
Strong knowledge of and ability to recognize excellence in Finance
Preferred
Full-time investment banking analyst or associate training
Experience at a VC-backed, high-growth company (100–1,000 employees)
Experience in a SaaS or recurring-revenue business
Familiarity with NetSuite, HubSpot, Salesforce and BI tools
What Success Looks Like
Forecasts are credible, timely, and actively used by leadership
Executives rely on FP&A to frame decisions, not just report results
Growth, hiring, and investment decisions are grounded in clear tradeoffs
