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Who are we?
At Finastra, we’re a global leader in financial services software, dedicated to expanding access to financial services and shaping what’s next for the industry. Our technology powers mission‑critical solutions across Lending, Payments and Universal Banking, supporting over 7,000 customers, including 80% of the world’s top 50 banks, in more than 110 countries.
Director, Financial Planning & Analysis (FP&A)
What Will You Contribute?
As Director, FP&A, you will serve as a strategic finance leader responsible for driving the company's forecasting, planning, reporting, and financial performance management processes. Reporting to the Head of FP&A, you will partner closely with executive leadership and business leaders across multiple business units to provide insights that support informed decision-making and long-term growth.
This role leads a team of finance professionals and plays a critical role in consolidating financial results, developing executive-level reporting, and translating complex financial information into meaningful business recommendations. The ideal candidate combines strong financial planning expertise with business acumen, leadership capability, and the ability to influence stakeholders across the organization.
Responsibilities & Deliverables
Lead the company's forecasting, budgeting, and long-range planning processes across multiple business units.
Oversee the consolidation of financial results and ensure consistent reporting, methodologies, and financial visibility across the organization.
Develop and maintain financial models that connect operational drivers to business performance and financial outcomes.
Prepare and deliver executive and board-level reporting, including financial presentations, KPI dashboards, forecasts, and business insights.
Analyze financial and operational performance, identify trends, risks, and opportunities, and provide strategic recommendations to leadership.
Partner with leaders across Finance, Strategy, Revenue, and Operations to support planning, decision-making, and business performance initiatives.
Monitor and forecast recurring revenue metrics, including ARR, MRR, retention, bookings, and other key SaaS performance indicators.
Lead, coach, and develop a team of FP&A professionals while driving continuous improvement of reporting processes, systems, and financial planning capabilities.
Required Experience & Skills
Demonstrated experience leading forecasting, budgeting, financial planning, and management reporting processes within a complex organization.
Strong understanding of SaaS business models and recurring revenue metrics, including ARR, MRR, retention, churn, bookings, and unit economics.
Experience consolidating financial performance across multiple business units, product lines, or geographic regions.
Advanced financial modeling and analytical skills, with the ability to build and maintain sophisticated financial models.
Strong business acumen with the ability to interpret financial results, identify key drivers, and communicate actionable insights to executive stakeholders.
Experience preparing executive-level and board-ready financial reporting and presentations.
Proven leadership experience managing, mentoring, and developing finance professionals.
Ability to influence decision-making through strong communication, presentation, and stakeholder management skills.
Bachelor's degree in finance, Accounting, Economics, or a related field.
Experience with planning and ERP platforms such as Anaplan, NetSuite, or similar solutions is preferred.
Experience with business intelligence and reporting tools such as Power BI is preferred.
MBA, CPA, CFA, or equivalent professional qualification is considered an asset.
Experience supporting high-growth SaaS organizations, transaction activities, or strategic business initiatives is a plus.
Location: Sandy Springs, Atlanta, GA. Hybrid (2 days per week in office)
We are proud to offer a range of incentives to our employees worldwide. These benefits are available to everyone, regardless of grade, and reflect the values we stand for:
Flexibility: Enjoy unlimited vacation, subject to local regulations and business priorities. Benefit from hybrid working arrangements and inclusive policies such as paid time off for voting, bereavement, and sick leave.
Well‑being: Access confidential one‑to‑one support through our Employee Assistance Program, connect with our network of Wellbeing Champions and Gather Groups, and take part in monthly events and initiatives designed to help you thrive—inside and outside of work.
Health & Financial Security: Medical, life and disability insurance, retirement plans, lifestyle, and other benefits.*
Sustainability: Paid time off for volunteering and donation‑matching opportunities to support causes that matter to you.
Inclusion: Get involved in our inclusion communities, such as Count Me In, Culture@Finastra, Proud@Finastra, Disabilities@Finastra, and Women@Finastra—open to everyone who wants to participate and contribute.
Career Development: Access online learning and accredited courses through our Skills & Career Navigator tool.
Recognition: Take part in our global recognition program, Finastra Celebrates, and share your voice through regular employee surveys that help shape our culture and ways of working.
*Specific benefits may vary by location.
At Finastra, each individual is unique—bringing their own ideas, perspectives, cultural backgrounds, and experiences. We learn from one another, value what makes us different, and create an environment where everyone feels included, supported, and able to be their authentic selves.
Be unique. Be exceptional. Help us make a difference at Finastra.
Applicants for this position need to be located in posted location or their immediate surrounding areas. Due to the requirements of this position, this job posting is not available for, and Finastra will not be considering any applicants who currently reside in New York City or California.
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