Ottimate
Director of Financial Planning & Analysis (FP&A)
RemoteUnited States only
- Role
- Finance
- Experience
- Lead
- Employment
- Full-time
$180k–$220k/yr
Check eligibility
Open to US only. Set where you work from to check your eligibility.
No BS summary
FP&A leader with 8–12 years of progressive experience, including 3+ years in SaaS and/or Fintech. Must understand SaaS metrics, payments economics, Excel/modeling, FP&A tools, BI platforms, and daily AI-assisted analytical workflows. Remote in the US.
Core skills
PowerBI/Adaptive Insights/Anaplan/ExcelCube/Mosaic/AnaplanLooker/PowerBI/Tableau
Required skills
ClaudeSQL
What you'll do
- Lead the annual budget, rolling forecasts, and long-range planning processes
- Develop comprehensive financial models that integrate both SaaS revenue streams (e.g., subscriptions, professional services) and payments revenue streams (e.g., interchange, value-added services)
- Incorporate cash flow forecasts and sensitivity/scenario analyses to support decision-making
- Provide strategic financial guidance and planning support to the C-suite and functional leads
- Serve as the primary finance partner to leaders across Sales, Marketing, Product, Engineering, and Operations to evaluate initiatives, pricing models, customer acquisition strategies, and key Saas/Payment metrics
- Collaborate with the Sales team on commission plan design, quota setting, and sales efficiency analysis
- Work with the Product and Payments teams to model the financial impact of new features, pricing changes, and payment partner agreements
- Analyze SaaS and payments performance KPIs including ARR/MRR, gross margin, retention/churn, interchange revenue, and take rate
- Support product monetization strategies and payments/fintech-related compliance initiatives
- Develop and manage a suite of dashboards, reporting tools, and KPIs that provide real-time visibility into financial and operational performance across both SaaS and payments businesses
- Develop and manage sophisticated models to analyze key SaaS metrics, including Annual Recurring Revenue (ARR), Net Dollar Retention (NDR), Customer Acquisition Cost (CAC), and the Magic Number
- Build and refine models for critical payments KPIs, including Gross Payment Volume (GPV), Take Rate, Net Take Rate, Transaction Margin, and cost of processing (interchange, partner costs)
- Conduct in-depth cohort analysis, pricing and packaging analysis, and ROI analysis for new products and marketing initiatives
- Own monthly and quarterly management reporting including variance analysis and board decks
- Lead monthly variance analysis of actuals vs. budget/forecast, providing clear commentary on business drivers
- Deliver actionable insights on operational efficiency, revenue growth, and margin improvement
- Lead the buildout and optimization of FP&A tools (e.g., PowerBI, Adaptive Insights, Anaplan, or Excel models)
- Drive automation of reporting and planning processes; ensure data integrity and consistency
- Collaborate with accounting on close processes and reconciliation between GAAP and operating metrics
- Manage, mentor, and grow a high-performing FP&A team
- Foster a culture of accountability, collaboration, and continuous improvement
What they require
- Bachelor's degree; MBA or CPA preferred
- 8–12 years of progressive FP&A experience, with 3+ years in SaaS and/or Fintech environments
- Deep understanding of SaaS metrics (ARR, NDR, CAC, LTV, churn) and Fintech/payments dynamics (interchange, processing costs, revenue share)
- Strong modeling skills and fluency in Excel; experience with FP&A tools (e.g., Cube, Mosaic, Anaplan) and data platforms (e.g., Looker, PowerBI, Tableau)
- Fluent with AI tools (Claude or equivalent) as a daily part of the analytical workflow — data pulls, model builds, analyzing data structure/accuracy, drafting SQL Queries, etc.
- Excellent communication and presentation skills; comfort working with C-level executives
- Proven ability to lead cross-functional projects, identify and collaborate with key stakeholders, and influence without authority
- Preferred: B2B SaaS business models with tiered or usage-based pricing
- Preferred: Payments or embedded finance (e.g., integrated ACH/card rails, payout flows)
- Preferred: Supporting venture capital- or PE-backed companies through scale, fundraising cycles, and M&A
Benefits
- $180,000 - 220,000 per year (base) + annual bonus
- Opportunity to drive a business that is processing $30B+ volume in payables annually, and growing
- Opportunity to shape engineering culture and technical solutions for a fast-growing SaaS company
- Competitive compensation, including base salary, equity and performance incentives
- Collaborative, remote-first culture with a focus on innovation and impact
- Comprehensive benefits package, including healthcare, 401(k), and flexible PTO
Ottimate is an AI-powered AP [Accounts Payable] automation platform that empowers finance teams to reduce costs, prevent overpayments, detect fraud, and enforce policy compliance across the entire invoice-to-payment lifecycle.
FintechStartup
$180k–$220k/yr