FP&A Director

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a FP&A Director based in United States.

The FP&A Director will serve as a strategic financial leader responsible for both long-term financial planning and the operational integrity of the organization’s finances.

The role combines FP&A leadership with accounting oversight, financial controls, compliance, and strategic fiscal initiatives.

You will lead budgeting, forecasting, and long-range planning while developing sophisticated models to guide growth, investments, and pricing decisions.

The position requires a strong understanding of recurring revenue, utilization, cost of revenue, and profitability across technology-enabled professional services.

You will partner closely with Technology/R&D, Sales, Operations, and other leaders to optimize resources and improve financial performance.

This is an opportunity to influence financial strategy in a growing, entrepreneurial environment serving the eDiscovery and LegalTech ecosystem

Accountabilities:

• Lead the annual budgeting, quarterly forecasting, and long-range financial planning processes, ensuring financial plans remain aligned with organizational growth objectives, service delivery requirements, and strategic priorities.
• Develop and maintain sophisticated financial models, including driver-based forecasts, scenario analyses, project profitability models, capital investment evaluations, and pricing analyses to support informed executive decision-making.
• Analyze key business and financial metrics relevant to eDiscovery and professional services, including MRR/ARR, utilization rates, cost of revenue for data hosting and processing, and gross margin across service lines such as managed review and forensic collections.
• Act as a strategic financial partner to department leaders, particularly across Technology/R&D, Sales, and Operations, providing insights that improve resource allocation, operational efficiency, profitability, and business performance.
• Maintain the integrity and accuracy of revenue recognition and financial reporting, ensuring compliance with organizational policies, GAAP, and applicable state and federal laws and regulations.
• Partner with General Ledger, Accounts Payable, Accounts Receivable, Payroll, and other accounting functions to ensure accurate, timely, and reliable financial statements and reporting.
• Oversee capital asset projects and expenditures, monitoring investment decisions against approved budgets, organizational priorities, and expected business outcomes.
• Design, implement, and monitor internal controls and financial policies, ensuring accounting procedures are consistently followed through appropriate supervision, observation, testing, and continuous improvement.
• Prepare fiscal estimates, management reports, board-level presentations, governmental filings, and other financial analyses required to support leadership, governance, and strategic planning.

Requirements:

• Bachelor’s degree in Accounting, Finance, or a related field is required; advanced education is a plus, and a CPA designation is highly preferred.
• At least 8 years of progressive finance experience, including a minimum of 5 years managing FP&A functions or teams, with experience in eDiscovery, LegalTech, SaaS, professional services, or a comparable environment strongly preferred.
• Demonstrated experience combining strategic FP&A leadership with financial control and accounting oversight, including responsibility for planning, reporting, financial integrity, and operational finance.
• Strong understanding of financial practices and procedures, including GAAP and/or IFRS, as well as applicable state and federal financial rules and regulations.
• Experience working with ERP or other accounting software and proficiency with standard financial, accounting, and office technology.
• Strong managerial capabilities, including the ability to evaluate performance, develop team members, establish accountability, and lead finance professionals effectively.
• Excellent verbal and written communication skills, with the ability to translate complex financial information into clear insights for internal stakeholders, executives, and other audiences.
• Exceptional organizational skills and attention to detail, with the ability to manage multiple priorities while maintaining accuracy and financial discipline.
• Ability to work effectively in a computer-based environment, including prolonged periods of desk and computer work.

Benefits:

• 100% remote work, enabling employees to work fully from home anywhere in the United States.
• Health, dental, and vision insurance to support comprehensive employee wellbeing.
• 401(k) retirement plan with employer matching.
• Paid family leave to support important family and caregiving needs.
• Flexible Time Off (FTO) providing flexibility to manage personal time and recharge.