Financial Planning and AnalysisProfessional Services FinanceSaaS Finance
Useful technologies
Adaptive PlanningAnaplanERPMicrosoftMicrosoft Dynamics F&OPower BI
Required qualifications
Field of studyAccounting, Economics, Finance (or related)
Study levelBachelor's
Preferred qualifications
CertificationsMaster of Business Administration, Certified Public Accountant, CMA
Original posting
Location: Tampa, FL Reports To: Chief Financial Officer
Position Summary
We are seeking a strategic, data-driven, and operationally minded FP&A leader to elevate our financial planning and analysis function and serve as a trusted advisor to executive leadership. This role is pivotal in driving business outcomes through financial insight, performance management, process optimization, and systems enhancement.
The Director of FP&A will lead the company's planning, forecasting, reporting, and analytical capabilities while partnering across the organization to improve decision-making, profitability, operational efficiency, and long-term value creation. The ideal candidate brings deep experience in SaaS and professional IT services environments, a proven ability to lead transformation initiatives, influence executive decision-making, and build high-performing teams.
Key Responsibilities
Strategic Leadership
Partner with the CFO and executive leadership team to define and execute the company's long-term financial strategy and vision.
Translate corporate strategy into actionable financial plans, key performance indicators (KPIs), and measurable business outcomes.
Develop financial models and business cases to support strategic initiatives, investments, acquisitions, and growth opportunities.
Establish FP&A as a trusted business partner and thought leader across the organization.
Support board, lender, and executive reporting by developing insights that highlight performance, risks, opportunities, and strategic recommendations.
Lead financial analysis supporting product investments, R&D initiatives, pricing strategies, and market expansion opportunities.
Monitor industry trends, competitive benchmarks, and emerging business risks to inform strategic decision-making.
Financial Planning & Performance Management
Lead the annual budgeting process, monthly/quarterly forecasting cycles, and long-range strategic planning activities.
Own forecasting methodologies for revenue, bookings, renewals, backlog, gross profit, EBITDA, cash flow, and key operational metrics.
Partner with business leaders to improve forecast accuracy, scenario planning, risk assessment, and financial accountability.
Develop and maintain enterprise-wide KPI frameworks and dashboards that drive performance visibility across the organization.
Conduct variance analysis and performance reviews, identifying trends, risks, and corrective actions.
Lead monthly and quarterly business reviews with executive leadership teams.
Business Partnership & Operational Excellence
Serve as the primary finance business partner to functional leaders across Sales, Delivery, Customer Success, Product, Technology, and Corporate Operations.
Challenge assumptions, provide strategic recommendations, and influence decisions related to investments, resource allocation, pricing, and operational priorities.
Partner with Sales and Customer Success leadership to evaluate pipeline health, conversion trends, renewals, churn, customer profitability, and revenue growth opportunities.
Collaborate with Delivery leaders to improve project profitability, utilization, capacity planning, workforce management, and resource allocation.
Partner with Finance Operations and Accounting teams to improve cash flow forecasting, working capital management, DSO performance, and liquidity planning.
Identify opportunities to improve margins, operational efficiency, and overall business performance.
Data, Systems & Transformation
Lead the implementation, optimization, and enhancement of financial planning, reporting, and analytics platforms.
Develop scalable financial reporting and analytics capabilities that provide timely, actionable insights to business leaders.
Champion automation, AI, and system integration initiatives that improve efficiency, reduce manual effort, and enhance data quality.
Lead the development of a scalable financial data and reporting architecture that creates a single source of truth for financial and operational performance.
Ensure strong governance, consistency, and integrity of financial and operational data across reporting systems.
Team Leadership & Development
Build, mentor, and develop a high-performing FP&A organization with a culture of accountability, continuous improvement, curiosity, and business partnership.
Establish clear goals, development plans, and performance expectations for team members.
Redesign planning and reporting processes to improve the speed, accuracy, and relevance of financial outputs.
Promote a culture of proactive problem-solving, cross-functional collaboration, and data-driven decision-making.
Qualifications
10+ years of progressive FP&A experience, with at least 5 years in a leadership role.
Demonstrated experience leading FP&A within a SaaS, technology, professional services, or managed services environment preferred.
Deep understanding of SaaS and recurring revenue metrics, including ARR, MRR, churn, retention, CAC, LTV, bookings, and renewals preferred.
Strong knowledge of professional services financial metrics, including utilization, project profitability, resource planning, and gross margin management.
Proven track record of partnering with executive leadership to influence business outcomes through financial insight and strategic thought leadership.
Experience supporting executive leadership, board presentations, and lender or investor reporting.
Experience evaluating strategic investments, acquisitions, and business cases.
Strong understanding of revenue recognition principles and financial reporting concepts.
Experience with ERP and FP&A solutions (Microsoft Dynamics F&O, Adaptive Planning, Anaplan, Power BI, or similar platforms) preferred.
Experience implementing AI-enabled reporting, planning, and analytics solutions preferred.
Strong leadership, communication, presentation, and stakeholder management skills.
Experience in a private-equity-backed organization preferred.
Bachelor's degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CMA preferred.
What Success Looks Like
FP&A is viewed as a trusted strategic advisor and business partner throughout the organization.
Forecast accuracy consistently meets established targets and supports confident business decision-making.
Executive leadership relies on FP&A insights to drive operational and strategic decisions.
Planning, forecasting, and reporting processes are streamlined, scalable, and delivered on schedule.
Key business metrics are transparent, actionable, and actively managed across all functions.
Revenue growth, gross margin, EBITDA, utilization, and working capital performance improve through data-driven decision-making.
Reporting and analytics capabilities provide timely, accurate, and meaningful business insights.
Automation, AI, and systems enhancements significantly reduce manual effort and improve productivity.
ABOUT ENAVATE
Transforming Businesses and the Lives They Touch
At Enavate, we are more than just a Microsoft Gold Partner—we’re a trusted partner in Enterprise Resource Planning (ERP) consulting, Cloud services, and managed services. We help businesses embrace the future by guiding them through ERP implementations, migrations to the cloud, and integrations that streamline their operations, allowing them to thrive in an ever-evolving business landscape.
Our work isn’t just about technology—it’s about transforming the way businesses operate, empowering them to grow, innovate, and succeed. By partnering with our clients, we provide peace of mind, enabling them to focus on what matters most while we handle the complexity of their systems and processes.
To learn more about what we do and how we make an impact, please check out our "What We Do?" 1-pager.
Our Culture
Whether you’re joining us in North America, Europe, or beyond, Enavate offers a dynamic and collaborative environment where you’ll have the opportunity to make a real impact.
At Enavate, we’re driven by our core values, and our people are at the heart of everything we do:
Team Members: We take care of our own.
Innovation: We explore, evolve, and seek excellence at every level.
Results: We are achievers who set high goals and reach them.
Integrity: We are trustworthy. Our word is our bond.
We believe that a diverse and inclusive team leads to better innovation and outcomes. We actively support diversity and inclusion through a variety of initiatives, creating a workplace where everyone is respected and valued.
To gain a deeper understanding of our values and the environment we foster at Enavate, take a look at our "Enavate Culture" Guide.
What We Offer
At Enavate, we’re committed to providing a supportive and rewarding environment that empowers you to thrive both professionally and personally. Here’s a glimpse of the benefits and perks you’ll enjoy as part of our team:
**Health and Wellness
**We offer competitive health insurance, wellness programs, and mental health resources to support your well-being, both physically and mentally.
**Flexible Work Arrangements
**We believe in work-life balance, which is why we offer flexible working hours and, where applicable, remote work options to help you manage both your professional responsibilities and personal needs.
**Professional Development
**Your growth matters to us! We provide access to a range of training programs, workshops, and reimbursement for certifications and courses, helping you continuously expand your skills and advance your career.
**Generous Time Off
**Take the time you need to recharge with unlimited paid time off (PTO), which covers vacation, sick leave, holidays, and personal days. We support you in maintaining a healthy work-life balance, so you can perform at your best.
**Team Member Recognition
**We appreciate and celebrate the hard work and achievements of our team. Our team member recognition programs are designed to acknowledge your contributions and ensure you feel valued at every step of your journey with us.
For more details about the benefits available in your region, check out the following links:
At Enavate, we embrace flexibility in how we work, but we also believe that collaboration is key to our success. Our office locations in Tampa, FL, Fargo, ND, and Kyiv, Ukraine are central to our culture and provide a hub for team interaction and innovation.
All North American new hires are onboarded in person at our Tampa office. Onboarding typically lasts 3 days, depending on the role, and provides a dedicated opportunity to connect with your leader, teammates, and our company culture.
Our Hiring Process
At Enavate, we take a thoughtful approach to hiring that ensures a great fit for both you and us. Our process includes:
Intro Call – A brief conversation to get to know you, discuss your background, and determine if there's a mutual fit.
Predictive Index Assessment – We use the Predictive Index to understand your natural strengths and how they align with the role and our team dynamics.
Interviews – A combination of technical and cultural interviews, focused on your expertise, problem-solving abilities, and alignment with our core values.
Debrief – Our team will come together to discuss your fit for the role and next steps.
Offer – If all goes well, we’ll extend an offer and welcome you to the team!
We aim to provide you with a clear understanding of your fit with Enavate, and we want to ensure you feel confident in your decision to join us.
**
Enavate is an Equal Opportunity employer**. This commitment applies to all candidates and employees regardless of race, ethnicity, citizenship, creed, place of origin, religion, sex, gender identity, gender expression, sexual orientation, family status, marital status, disability, age, and any other protected characteristic. Accommodation requests can be made at any stage of the recruitment process, and during employment by contacting our Talent Acquisition team.
Join Us in Our Mission!
At Enavate, we believe in transforming businesses and the lives they touch – because to us, it’s personal. If you're ready to make an impact, we invite you to be part of a team that listens, challenges, collaborates, and takes action. Together, we’re reshaping the future of ERP and how businesses operate, offering fresh perspectives and innovative solutions.
Are you ready to transform your career and help us shape the future? Enavate is the place for you.