Senior Director FP&A

About the Position

The Sr. Director of FP&A will be responsible for leading all FP&A functions and creating a best-in-class financial intelligence function. This role will support the CFO in developing both long-term and short-term financial goals for the business and maintaining the financial systems required for accurate and timely management reporting to drive informed decision-making. The Sr. Director will collaborate across various functions to gather and analyze financial data, present findings to senior management, and implement strategies that successfully drive margin and workflow improvements.

Reporting to the CFO, the Sr. Director of FP&A will play a critical role within the Financial Leadership Team, fostering consensus and commitment to effectively implement management reporting across corporate functions and operating groups. This includes budget versus actual analysis, acquisition integration, margin improvements, and KPIs. The ideal candidate will approach projects with flexibility, innovation, and a strong service-oriented mindset, emphasizing both system- and people-driven solutions. This role will drive the organization’s operations finance strategy and develop a forward-thinking approach to forecasting, margin enhancement, and continuous improvement.

Financial Planning & Analysis

-Lead the planning, budgeting, and forecasting processes, including preparation of annual budgets, monthly flash reporting, and quarterly forecasts.

-Track performance against budgets, forecasts, and performance targets while improving precision and accuracy in reporting and monitoring financial metrics proactively.

-Perform operationally focused financial analysis and data gathering to support strategic and business development initiatives.

-Drive forward-looking processes, including forecasts, strategic and operating plans, monthly outlooks, and review results.

-Partner closely with the CFO and investor relations on internal and external communications and company positioning, including supporting the quarterly earnings process and preparation.

-Provide earnings call financial analysis and support, including schedule control, data compilation, and Q&A preparation.

-Prepare executive review packages and financial reports for the Board of Directors.

-Participate in senior leadership meetings, presenting relevant documents, reports, and plans in a timely manner.

-Foster a high-performance culture by building and managing a best-in-class, analytically driven FP&A team.

Strategic Finance

-Serve as a strategic business partner to the CFO and leadership team, advising on a wide range of financial, strategic, operational, and organizational topics.

-Collaborate with peers to evaluate and advise on the financial impact of short- and long-term strategic and operational plans.

-Support corporate development efforts through strategy, process, and analysis.

-Provide thought leadership for growth opportunities and ensure the business scales sustainably.

-Lead and manage key finance projects and initiatives to drive process improvements and deliver deeper insights for critical business decisions.

Business Integrations & Special Projects

-Collaborate with the Corporate Development team to lead financial due diligence on target companies.

-Work with Corporate Development and other departments to prepare financial forecasts for target companies and integrate these forecasts with internal models.

-Ensure valuation models, forecast plans, and financial projections are consistent with departmental and product group plans.

-Evaluate the financial impact of target companies on the overall corporate structure and performance.

This position demands a combination of strategic vision, operational expertise, and an ability to foster collaboration across teams, enabling the organization to achieve its financial goals and scale effectively.

About the Finance Team

As we ramp up in revenue, team size, acquisitions and outside investments, our finance team ensures clarity, consistency, and transparency surrounding our rapidly advancing financial position. Charged to understand everything about startup and SaaS finance and accounting, the finance team fuels growth with its finger always on the pulse of the company’s financial affairs.

About You 

Collaborative. Business-Savvy. Insightful. You thrive in a team-oriented environment where you can harness the collective expertise of colleagues to drive strategic outcomes. Your peers recognize you as both a keen strategist and an innovator, capable of tailoring solutions that merge analytical precision with actionable business insights. Adept at navigating a fast-paced business landscape, you artfully manage the evolving demands of the organization with effective structures and processes. Your ability to prioritize tasks and communicate effectively ensures seamless collaboration with diverse stakeholders—from team members to executive leaders—while consistently aligning initiatives with broader business objectives.

The base salary range for this position is $180,000 - 220,000 per year.

What To Expect In This Position

• Drive the monthly and quarterly financial planning processes, ensuring accuracy and timeliness in reporting and analysis.
• Collaborate with cross-functional teams to develop financial forecasts and budgets, aligning them with the organization’s strategic objectives.
• Provide strategic financial insights and recommendations to senior leadership, supporting data-driven decision making.
• Monitor and evaluate financial performance, identifying trends, and addressing variances to ensure financial objectives are met.
• Lead the development and delivery of both standard and ad-hoc financial reports, ensuring top-tier analytical insights are available to stakeholders.
• Streamline and enhance financial processes, ensuring compliance with relevant financial regulations and best practices.
• Act as a financial advisor, addressing questions and providing insights to enhance business performance across departments.
• Mentor and guide junior team members, fostering a culture of continuous improvement and professional development within the FP&A team.

What Sets You Apart

• 8+ years of experience in financial modeling, with a significant focus on the SaaS domain.
• Advanced expertise in Salesforce, Excel, G-Suite, hands-on experience with NetSuite and Adaptive Insights preferred, enhancing your operational efficiency.
• Demonstrated ability to lead and inspire cross-functional teams, fostering a collaborative environment to achieve strategic financial goals.
• Superior interpersonal and communication skills, with the ability to distill complex information into clear, actionable insights.
• Exceptional written and verbal communication capabilities.
• Demonstrated ability to function in a high-paced, detail-oriented environment, effectively managing tasks to strict deadlines.
• Exceptional organizational skills to ensure timely and precise completion of financial-related work streams.

Excited about this role, but don't meet 100% of the expected qualifications listed above? We'd still love for you to apply! FiscalNote is committed to building a diverse and inclusive workforce where unique experiences are valued and everyone has the opportunity to contribute. Research has continuously shown that women and people of color are less likely to apply to jobs unless they meet all of the listed qualifications. We want to help overcome this trend and seek to make space for unique and relevant skills and attributes. So, when applying to FiscalNote, rest assured that your application is reviewed by a living, breathing human being and evaluated based on key competencies needed for success in the position. Our Recruiting team maintains awareness of all open roles which means your application may be assessed against multiple positions and we will reach out to gauge your interest in other opportunities as appropriate. Questions or concerns? Contact [email protected], we'd be happy to connect!

As part of FiscalNote's commitment to creating an accessible and inclusive hiring process, we strive to provide reasonable accommodations for persons with medical conditions or disabilities that will enable their access to the hiring process. If you need an accommodation, please send an email to [email protected] to let us know the nature of your request.

About FiscalNote 

FiscalNote (NYSE: NOTE) is a leader in policy and global intelligence. By uniquely combining data, technology, and insights, FiscalNote empowers customers with critical insights and the tools to turn them into action.

Home to CQ, FrontierView, Oxford Analytica, VoterVoice, and many other industry-leading brands, FiscalNote helps organizations stay ahead of political and business risk.

At FiscalNote, we Lead with Values

Know your Audience ∙ Find the Truth ∙ Drive Alignment ∙ Level Up ∙ Own the Job ∙ Bias for Action ∙ Support the Family 

FiscalNote is continuing to hire new talent, with all interviewing and on-boarding done virtually due to COVID-19. New team members, along with our current staff, will temporarily work remotely (unless communicated otherwise).

Company Benefits

FiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance, ensuring all FiscalNoters can bring their authentic selves to work. We start by offering competitive salaries, retirement accounts, and equity packages to ensure we’re all FN owners. Plus, our comprehensive benefits packages align with regional requirements and expectations no matter where you are located across the globe. Learn more at https://careers.fiscalnote.com/benefits/.

FiscalNote values diversity. We are committed to equal opportunities and creating an inclusive environment for all our employees. We welcome applicants regardless of ethnic origin, national origin, gender, race, religious beliefs, disability, sexual orientation or age. FiscalNote is an EEOC employer.

FiscalNote uses E-Verify to confirm the employment eligibility of all new employees. To learn more about E-Verify, including your rights and responsibilities, please visit www.DHS.gov/E-Verify.