Director of Financial Planning & Analysis

Who is Aiwyn and what do we do?

Aiwyn is the first complete platform for modern Accounting Firms. Backed by top-tier investors like Bessemer, KKR, and Revolution, we build category-defining technology, and we're doing it with world-class people, processes, and products.

To learn more, visit our website

About the Role

We are looking for a Director of Financial Planning & Analysis to lead financial planning, forecasting, SaaS reporting and decision support for a growing PE-backed SaaS company. This role is a core business partner to the CFO and executive team, responsible for translating strategy into financial plans and helping leaders make smart business decisions in an environment defined by growth, ambiguity, and speed.

The company operates in a complex environment, with multiple products, spanning recurring SaaS and variable merchant payment processing revenue streams. The company has also acquired multiple companies previously. This is not an accounting role, but a solid understanding of accounting principles is important, as is close partnership with accounting leadership. This role will involve working with an evolving data and systems environment, with the expectations to progressively improve rigor and consistency.

This is a hands-on role. You will own the company's financial model, drive planning rigor, and elevate how Finance supports the business, all while remaining close to the details.

Key Responsibilities:

• Own the company's budget and rolling forecast

• Reconcile top-down targets with bottoms-up assumptions

• Clearly explain forecast changes, risks and sensitivities

• Own and refine SaaS KPIs: CARR/ARR/MRR, GRR/NRR, churn, CAC, etc.

• Perform cohort, funnel and unit-economics analysis

• Ensure metric definitions are consistent, credible and actionable

• Prepare monthly and quarterly executive and Board materials

• Translate complex analysis into clear summaries and recommendations

• Support investor reporting and strategic planning

• Support GTM planning, sales capacity modeling and deal economics

• Evaluate pricing, discounting and investment tradeoffs

• Provide a financial perspective on growth initiatives and operating decisions

• Influence and educate business talent through rational, methodical decision-making

• Set high standards for analytical rigor, communication and judgment

• Improve planning processes, tools and cadence as the company scales

Qualifications:

Required

• 6+ years in FP&A or strategic finance at a SaaS or SaaS-adjacent company

• Strong command of SaaS metrics, forecasting and unit economics

• Proven ability to build models and deliver actionable insight

• Experience partnering directly with senior executives

• Advanced Excel / Sheets skills; comfortable working with imperfect data

• Strong knowledge of and ability to recognize excellence in Finance

Preferred

• Full-time investment banking analyst or associate training

• Experience at a VC-backed, high-growth company (100–1,000 employees)

• Experience in a SaaS or recurring-revenue business

• Familiarity with NetSuite, HubSpot, Salesforce and BI tools

What Success Looks Like

• Forecasts are credible, timely, and actively used by leadership

• Executives rely on FP&A to frame decisions, not just report results

• Growth, hiring, and investment decisions are grounded in clear tradeoffs

• FP&A scales smoothly as the company grows in size and complexity

Benefits and Perks:

• The big-picture value proposition of this role is simple: join us, and you'll be paid competitively to have freedom in solving worthwhile, challenging problems alongside other A-players at a fast growing SaaS startup led by an experienced and successful co-founding team with industry experience.

Other benefits include:

1. Adventure travel stipend - you receive a $1,000 travel reimbursement on your work anniversary each year. We encourage our team to recharge and explore the world beyond their home office walls.

2. Remote, work-from-anywhere culture

3. Flexible PTO

4. World Class health benefits - we believe in fostering flourishing teams by providing benefits that go beyond the usual standards - Health, vision, dental, HSA/FSA, and mental health support.

5. Stock options - every Full Time Employee has ownership in Aiwyn's future and success.

6. 401(k) matching

Our Values:

• Relentless by Design

• Owners not Renters

• Trust at the Core

Aiwyn is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to age, ancestry, color, family or medical care leave, gender identity or expression, genetic information, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran status, race, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable laws, regulations and ordinances.

Candidate information will be treated in accordance with our CCPA privacy notice which can be found here: https://www.aiwyn.ai/ccpa