Director of FP&a

Copado is bringing the Big Easy vibes to our team, and we want you to be part of it! We’re excited to announce new remote work opportunities based in the heart of New Orleans. Whether you’re a NOLA native, a Tulane or Loyola alum missing those beignet breakfasts, or just someone looking to add some jazz to your career, we’ve got a spot for you!

Job Summary:

We are seeking a highly skilled and experienced Head of FP&A to lead our financial planning and analysis efforts. In this role, you will be a critical thinker responsible for managing and overseeing the financial planning, budgeting, forecasting, and analysis processes of our company. You will work closely with cross-functional teams, including Finance, Operations, Sales, and Marketing, to drive the efficient allocation of capital,  provide insightful financial analysis, identify key business drivers, and support strategic decision-making. As a senior leader, you will also play a key role in mentoring and developing the FP&A team members.  The role reports directly to the CFO and has direct reports.

Responsibilities:

1. Financial Planning and Forecasting: Develop and maintain comprehensive financial models, forecasts, and budgets that align with the company’s growth objectives and define its success. Collaborate with various stakeholders to set targets, assess financial performance, and provide recommendations for improvement.

2. Cross-functional Collaboration: Partner with different departments, including Revenue Operations, Sales, Operations, and Marketing, to provide financial guidance, support decision-making, and drive operational efficiency. Act as a trusted advisor to business leaders, providing financial insights and recommendations.

3. Strategic Financial Analysis: Conduct in-depth financial analysis, including variance analysis, scenario modeling, and sensitivity analysis. Identify trends, risks, and opportunities to support the company’s strategic goals.

4. Performance Reporting: Prepare and present regular financial reports and SaaS metrics to senior leadership, board members, and investors. Highlight key insights, trends, and recommendations for improving financial performance.

5. Process Improvement and Innovation: Continuously evaluate and improve financial planning and analysis processes, tools, and systems to enhance efficiency, accuracy, and scalability with a view to IPO readiness.  Drive automation initiatives and use AI where beneficial to foster best practices and develop reporting and analysis activities.

6. Team Leadership and Development: Encourage a collaborative and high-performance culture within the team and the company as a whole.  Lead and mentor a team of FP&A professionals including data scientists  by  providing guidance, coaching, and development opportunities. 

Requirements:

1. Education and Experience:

• Bachelor’s degree in Finance, Accounting, or a related field (MBA preferred).

• At least 8-12 years of progressive experience in financial planning and analysis within the SaaS industry.

• Strong understanding of SaaS business models, revenue recognition principles, and subscription-based metrics (ARR, MRR, CAC, churn, etc.).

• CPA and/or early experience in public accounting is preferred, but not required .

2. Financial Acumen: Demonstrated expertise in financial modeling, forecasting, budgeting, and analysis. Proven ability to interpret complex financial data and distill key insights to drive decision-making.

3. Business Partnership: Excellent collaboration and communication skills with the ability to build strong relationships with stakeholders at all levels. Proven experience partnering with cross-functional teams and influencing decision-making.

4. Tools: Strategic Thinking: Ability to think strategically and provide valuable insights into the company’s financial performance, growth opportunities, and risks. Experience in supporting strategic planning and M&A activities is a plus.

5. Leadership Skills: Strong leadership abilities with the capability to inspire and motivate a team. Experience in managing and developing a team of financial professionals is highly desirable.

6. Analytical Skills: Exceptional analytical and problem-solving skills, coupled with a keen attention to detail. Proficiency in financial analysis tools and systems (Excel, ERP, BI tools) is required and specific experience with Salesforce, Tableau, and Netsuite is highly valued.

7. Adaptability: Thrive in a fast-paced, high-growth environment.

8. Location: Must be located in New Orleans or Louisiana

You are a fit for Copado if:

• You identify with and will be a good steward of our COPA values
• You embody the concept of extreme ownership for your team, department, and Copado’s success

We have determined a salary range for this position that takes into account several factors including, experience, knowledge, education, skills and abilities. The exact salary will be determined based on the individual’s qualifications and experience, with consideration given to the factors listed above.

All Employee benefits include a stake in shared success through stock options, health benefits, 401K plan, generous PTO and a parental leave program.