Director Financial Planning and Analysis

Description

Location: Plano, Texas (Onsite)

Responsibilities

Strategic Financial Leadership

• Serve as the primary finance business partner to the Division President and senior leadership team, providing strategic guidance on business performance, investments, pricing, resource allocation, acquisitions, and long-term growth initiatives.

• Translate corporate and division strategy into actionable financial plans that optimize revenue growth, profitability, operating leverage, and shareholder value.

• Develop sophisticated financial models and business cases supporting product investments, M&A opportunities, pricing strategies, organizational changes, capital allocation, and strategic initiatives.

• Provide scenario planning, sensitivity analysis, predictive modeling, and risk assessments to support executive decision-making.

• Champion financial discipline and data-driven decision-making throughout the organization.

Financial Planning & Forecasting

• Lead the annual operating plan, quarterly forecasts, monthly outlooks, and multi-year strategic planning processes for a $100M+ software and professional services business.

• Establish planning assumptions, governance, deliverables, and internal timelines while ensuring compliance with Corporate FP&A deadlines.

• Drive forecast accuracy through continuous evaluation of business performance, market trends, customer behavior, and operational drivers.

• Continuously improve forecasting methodologies through predictive analytics, automation, AI-enabled planning tools, and advanced financial modeling techniques.

• Partner with Corporate FP&A to support enterprise planning initiatives and executive financial reporting.

Revenue, SaaS & Margin Management

• Partner closely with Sales leadership to evaluate pipeline health, bookings, renewals, customer expansion, churn, pricing strategies, and revenue forecasts.

• Forecast software revenue in accordance with ASC 606 while managing key assumptions including:

  • SaaS growth

  • On-premise to SaaS migrations

  • Customer expansion

  • Customer churn

  • Revenue contraction

  • Implementation timing

• Monitor and analyze recurring revenue metrics including:

  • Annual Recurring Revenue (ARR)

  • Net Revenue Retention (NRR)

  • Customer Lifetime Value (LTV)

  • Customer Acquisition Cost (CAC)

  • Gross Revenue Retention (GRR)

  • Average Revenue Per User (ARPU)

• Partner with Professional Services leadership to optimize project profitability through analysis of:

  • Backlog

  • Utilization

  • Billable hours

  • Revenue per consultant

  • Delivery margins

  • Resource capacity

  • Project profitability

• Identify opportunities to improve gross margin through pricing optimization, delivery efficiency, workforce planning, automation, and operational improvements.

Executive Reporting & Business Intelligence

• Lead the preparation of executive financial reporting packages for Division leadership, Executive Management, and Corporate Finance.

• Deliver meaningful analysis explaining business performance, forecast variances, risks, opportunities, and strategic recommendations.

• Develop executive dashboards using enterprise business intelligence tools (Power BI, Tableau, or similar) that provide real-time visibility into financial and operational performance.

• Present financial performance, strategic recommendations, and key business insights to executive leadership with confidence and credibility.

• Continuously enhance reporting capabilities through automation, visualization, and self-service analytics.

Key performance indicators include:

• Annual Recurring Revenue (ARR)

• Net Revenue Retention (NRR)

• Bookings

• Revenue

• Gross Margin

• Operating Income

• Operating Expenses

• EBITDA

• Headcount

• Capital Expenditures

• Customer Churn

• SaaS Growth

• Professional Services Utilization

• Revenue per Consultant

• Backlog

• Cash Flow Drivers

Cross-Functional Business Partnership

• Partner with leaders across Sales, Professional Services, Product Development, Customer Support, Marketing, Human Resources, and Corporate Finance to drive financial performance and operational excellence.

• Collaborate with HR to incorporate workforce planning, hiring strategies, compensation plans, organizational design, and productivity assumptions into financial forecasts.

• Support sales compensation planning, commission calculations, and incentive analysis.

• Provide financial guidance for strategic initiatives, operational improvements, product launches, pricing decisions, and investment prioritization.

• Establish meaningful KPIs that drive accountability across the organization.

Organizational Leadership

• Serve as a trusted advisor and key member of the Division Leadership Team with matrix accountability to the Division President.

• Lead, coach, mentor, and develop a high-performing FP&A organization that delivers exceptional financial partnership and analytical support.

• Establish a culture of accountability, continuous improvement, innovation, collaboration, and operational excellence.

• Drive finance transformation initiatives that improve planning processes, reporting automation, forecasting accuracy, and analytical capabilities.

• Champion adoption of modern FP&A technologies, AI-enabled forecasting tools, and best practices across the finance organization.

Qualifications

Required:

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field

• 10+ years of progressive FP&A experience, including leadership responsibility within a public company or enterprise software organization

• Experience supporting a $100M+ business with multiple revenue streams, including SaaS and professional services

• Strong understanding of SaaS business models, recurring revenue economics, and ASC 606 revenue recognition

• Demonstrated experience partnering directly with executive leadership to influence strategic business decisions

• Advanced expertise in financial modeling, forecasting, budgeting, scenario analysis, and business case development

• Experience developing executive dashboards and business intelligence reporting using Power BI, Tableau, or similar analytics platforms

• Experience leading finance transformation initiatives, including planning automation, forecasting improvements, and process optimization

• Strong understanding of enterprise ERP and planning systems (Oracle, Workday Adaptive Planning, Hyperion, Anaplan, SAP, or similar)

• Proven ability to build, lead, and develop high-performing finance teams

• Exceptional executive communication, presentation, and relationship-building skills

• Ability to travel up to 10%

Preferred:

• MBA and/or CPA

• Public company experience

• Experience supporting both SaaS and professional services organizations

• Experience with AI-enabled forecasting, predictive analytics, and advanced planning technologies

• Experience evaluating capital allocation, investment prioritization, acquisitions, and strategic growth initiatives.

Success Profile

The ideal candidate is a strategic finance executive who combines deep financial expertise with exceptional business partnership skills. They possess the executive presence to influence senior leaders, the analytical rigor to solve complex business problems, and the leadership capability to build and develop high-performing teams.

This individual is equally comfortable presenting to executive leadership, developing sophisticated financial models, leveraging AI and advanced analytics to improve forecasting accuracy, and challenging assumptions that drive better business decisions. They are naturally curious, operationally focused, and passionate about using data to accelerate growth, improve profitability, and create long-term enterprise value.

Why This Role Matters

As the senior finance leader supporting a major Tyler Technologies business division, this role is instrumental in shaping strategy, driving operational performance, and enabling executive decision-making. Beyond traditional planning and reporting, the Director serves as a trusted advisor who helps leadership make better investment decisions, optimize capital deployment, improve recurring revenue performance, and accelerate profitable growth through financial insight, operational excellence, and modern FP&A practices.