Director – Financial Planning and Analysis

Who We Are

Duck Creek Technologies is an intelligent solutions provider helping define the future of the property and casualty (P&C) and general insurance industry. Our SaaS solutions enable insurers to modernize their operations, innovate faster, and deliver better experiences to their customers.

With more than 1,500 employees globally, Duck Creek is a flexible-first company. We give employees flexibility in how they manage their day-to-day work while intentionally bringing teams together for meaningful collaboration and connection.

If you are interested in working in a fast-paced, evolving company helping transform one of the world’s largest industries, we would like to hear from you.

To learn more about Duck Creek Technologies, visit www.duckcreek.com and follow us on LinkedIn.

About Vista 
 
Duck Creek Technologies is a portfolio company of Vista Equity Partners, a global investment firm that partners with mission-critical enterprise software and technology-enabled businesses to drive growth and operational excellence. As part of a Vista portfolio company, you’ll work in an environment backed by deep expertise, long-term investment, and a strong commitment to building market-leading businesses and meaningful careers.

Why This Role Matters

As our Director, FP&A, you will lead critical forecasting, planning, and financial analysis that helps Duck Creek understand and drive top-line performance. You will work closely with senior leadership, GTM leaders, Sales Operations, and FP&A partners to connect bookings, ARR, revenue, and other SaaS metrics to clear business decisions. This is an opportunity to bring strong financial modeling and commercial insight to a highly visible role with meaningful impact across the business.

What You’ll Do 

• Own and continuously improve rolling bookings and revenue forecasts, long-range planning, and scenario models that support business and leadership decision-making.

• Lead key elements of annual planning, connecting GTM pipeline assumptions, quota capacity, hiring plans, and company objectives.

• Partner with GTM leaders, Sales Operations, and FP&A colleagues to strengthen bookings and ARR forecasting and provide clear insight into business performance.

• Analyze key SaaS metrics, including NRR, GRR, sales capacity, AE productivity, CAC Payback, and LTV, and translate findings into actionable recommendations for senior leadership.

• Build and refine monthly and quarterly KPI reporting, management updates, and board materials, helping establish consistent reporting and a reliable source of truth across teams.

• Support commission plan modeling and quota design while improving the flow and consistency of financial and operational data across CRM, data tools, and ERP systems.

What You’ll Bring

• Strong financial modeling, forecasting, and scenario-planning capabilities, with advanced Excel skills and the ability to work confidently through complex data and analysis.

• Experience developed across professional services and an in-house software environment, with investment banking experience very strongly preferred.

• Demonstrated experience working within a SaaS business and a strong understanding of ARR, recurring-revenue models, and core SaaS economics.

• Understanding of Enterprise SaaS metrics and capacity-based sales motions; Enterprise SaaS experience is preferred.

• Ability to move effectively between detailed financial analysis and strategic partnership with senior leaders, turning complex information into clear recommendations.

• Strong presentation and communication skills, including the ability to prepare executive-level materials and present insights to senior leadership.

• A proactive, hands-on approach with the judgment and autonomy to manage complex priorities in a fast-paced, evolving environment.

Why You’ll Love Working Here

• Opportunity to contribute to technology supporting the global property and casualty insurance industry.

• Work within a global, collaborative environment where employees are encouraged to learn, contribute, and make an impact.

Additional Information 

Location: Boston/ Bay Area - Hybrid Working

Work Authorization: Legally authorized to work in the country of the job location.

Compensation: The expected salary range for candidates living in the San Francisco/Bay Area or Boston is $180,000 – $210,00. Actual compensation is determined based on a variety of factors, including job-related skills, experience, qualifications, internal equity, and geographic location, where permitted by law.

This position does not sponsor employment-based visas.

What We Stand For 

Our global company celebrates and leverages the differences each employee brings to the table. Our success is a direct result of an inclusive culture where opportunities to learn from one another occur regardless of title, seniority, or background.

Duck Creek is committed to providing equal opportunity to all employees and applicants and to recruit, hire, train, and reward employees based on their individual abilities, achievements, and experience without regard to race, color, gender, religion, sexual orientation, age, national origin, disability, marital status, military status, or any other protected status.

We believe employees should be able to bring their authentic selves to work and are proud of our shared commitment to our Core Values:

We Prioritize Respect. We Listen. We Care. We Add Value. We Lead.

To learn more about our culture, values, DE&I initiatives, and people, visit:

Careers - Duck Creek

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Privacy Notice

By submitting your application, you acknowledge that Duck Creek Technologies may collect and process your personal data for recruitment purposes in accordance with our Privacy Notice and applicable data protection laws. 

Duck Creek Technologies does not accept, nor will we pay a fee for, any hires resulting from unsolicited headhunter or agency resumes