Director of FP&A

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’re one of the fastest-growing scale-up SaaS companies in the world. 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:

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.

Remote, work-from-anywhere culture

Flexible PTO

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.

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

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