Director – Financial Planning & Analysis

We are seeking a  Director, Financial Planning & Analysis (FP&A) to play a critical role in scaling our finance function as we prepare for our next phase of growth toward a potential IPO. This is a high‑impact, high-visibility role that combines hands‑on financial ownership with strategic partnership with business leaders.

Reporting to the Associate Vice President of FP&A, this role will be the owner of budgeting, forecasting, and analytics for Professional Services Revenue, Subscription & Services Cost of Goods Sold (COGS), Research & Development (R&D), and General & Administrative (G&A) functions while also serving as a trusted advisor on gross margin and EBITDA margin expansion.

This position is ideal for a finance leader who thrives in a fast‑paced SaaS environment, enjoys influencing decision‑making, and can translate complex data into clear business insights, consistent with expectations seen in pre‑IPO SaaS FP&A roles. 

          Financial Planning, Budgeting & Forecasting

• Own the annual operating plan, quarterly reforecasts, and monthly performance tracking for PS Revenue and for COGS, R&D, and G&A cost centers.

• Develop and maintain driver‑based financial models that link operational metrics (headcount, cloud usage, vendor spend) to financial outcomes.

• Partner closely with Accounting team to ensure forecast integrity, accurate actuals tracking, and consistent P&L presentation.

• Lead variance analysis (Actuals vs. Budget/Forecast) with clear, actionable commentary for senior leadership. 

   

  Strategic Business Partnership

• Act as the primary finance business partner to Delivery, Engineering, Product, Infrastructure/Cloud, and Corporate Functions.

• Influence resource allocation decisions by evaluating ROI of R&D investments, productivity trends, and spend efficiency.

• Support executive decision‑making through scenario modeling, sensitivity analyses, and ad‑hoc strategic analyses.

• Help establish financial rigor and discipline while maintaining agility typical of high‑growth SaaS organizations. 

   

  Margin Analysis & Value Creation

• Drive gross margin improvement initiatives, including: 

  • COGS classification and cost transparency

  • Cloud infrastructure and vendor cost optimization

  • Cost allocation methodologies across products and platforms

• Identify and quantify opportunities to improve EBITDA margin, working cross‑functionally to balance growth investments with operating leverage.

• Build long‑term models that link margin expansion initiatives to overall enterprise value creation, consistent with pre‑IPO expectations. 

   

  Executive & Board‑Level Support

• Prepare clear, concise executive‑ready presentations for leadership and board reviews covering financial performance, outlook, and key risks/opportunities.

• Contribute to long‑range planning (LRP) and multi‑year models supporting capital planning and IPO readiness.

• Ensure financial insights are translated into intelligible narratives for non‑finance stakeholders.

   

  Process, Systems & Team Development

• Continuously improve FP&A processes, tools, and reporting cadence to support scale.

• Drive automation and standardization using FP&A systems, BI tools, and advanced Excel/Sheets models.

• Mentor and review work of analysts and managers, helping build and maintain a high‑performing FP&A team aligned with public‑company standards

• 15+ years of progressive experience in FP&A, Strategic Finance, or Corporate Finance, preferably in SaaS or subscription‑based businesses.

• Demonstrated ownership of PS Revenue, COGS, R&D, or G&A forecasting in a high‑growth environment.

• Deep understanding of SaaS unit economics, gross margin drivers, and operating leverage.

• Advanced financial modeling skills (Excel); experience with FP&A tools (Anaplan) and BI platforms (Power BI) is a plus.

• Strong business partnering skills with the ability to influence senior stakeholders.

• Excellent communication skills with experience presenting to executive leadership.

Preferred Qualifications

• Pre‑IPO or IPO‑readiness experience at a SaaS company.

• Exposure to cloud infrastructure cost modeling (Azure).

• Experience with long‑range planning, 3‑statement models, or board‑level reporting.

• CA, CPA, or MBA preferred but not required. 

Why This Role Is Compelling

• Strategic scope: Direct impact on margin expansion and long‑term value creation.

• Visibility: Regular interaction with executive leadership and preparation for public‑company rigor.

• Scale: Opportunity to help shape FP&A processes as the company transitions toward IPO.

• Ownership: Clear accountability for major P&L cost areas with the ability to influence outcomes.

Icertis is the global leader in AI-powered contract intelligence. The Icertis platform revolutionizes contract management, equipping customers with powerful insights and automation to grow revenue, control costs, mitigate risk, and ensure compliance - the pillars of business success. Today, more than one third of the Fortune 100 trust Icertis to realize the full intent of millions of commercial agreements in 90+ countries.