Director of FP&A

About the Role

Our client, a venture-backed SaaS startup with Monterrey/New York presence in a high-growth environment, is looking for a strategic and analytical Director of Financial Planning & Analysis (FP&A) to lead their financial forecasting, budgeting, and strategic planning processes. The ideal candidate will drive effective decision-making by building robust financial models, tracking key performance indicators, and providing data-driven insights to support executive decision-making. This pivotal role ensures financial performance is continuously monitored and aligned with the company's objectives while partnering with cross-functional teams to optimize business performance and drive financial growth in a dynamic environment. This is a remote position for candidates based in Mexico only (not broader LatAm).

Responsibilities

• Lead, mentor, and develop the FP&A team to build a high-performing function

• Lead annual operating planning, rolling forecasts, and long-term financial planning focused on recurring revenue KPIs (ARR, NRR, GRR)

• Manage multi-entity planning and analysis for consolidated visibility and intercompany alignment

• Build and maintain robust financial models and scenario analyses for strategic decision support

• Evaluate capital allocation decisions including resource planning and investment prioritization

• Track and analyze KPIs (Customer Expansion, Churn & Downsell, Payback, CAC) to optimize performance

• Ensure consistent metric definitions and reporting integrity across systems (Hubspot, ICON)

• Partner with Sales, Customer Success, Marketing, and other teams to evaluate business performance

• Support strategic initiatives (product launches, market expansion) with data-driven financial analysis

• Drive automation and continuous improvement of FP&A processes, tools, and systems

• Support board and investor communications with clear financial narratives and forward-looking insights

• Prepare executive-level financial presentations

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or related field; MBA or advanced degree preferred

• 8-12 years of progressive experience in financial planning and analysis, with 3-5 years in a leadership role including mentoring and developing an FP&A team

• Substantial FP&A experience in a SaaS environment

• Strong expertise in financial modeling, forecasting, and scenario analysis

• Proficiency with financial systems and advanced Excel skills

• Experience in treasury management and knowledge of transfer pricing principles

• Experience with multi-entity financial consolidation and reporting

• Excellent analytical, communication, and presentation skills

• Ability to thrive in a fast-paced environment and manage multiple priorities

Preferred Skills

• Knowledge of key SaaS metrics and KPIs (ARR, NRR, GRR, CAC, churn, etc.)

• Experience with financial planning software (e.g., Adaptive Insights, Anaplan)

• Proficiency with data visualization tools and BI platforms (e.g., Tableau, Power BI)

• Experience supporting board communications and investor relations

• Familiarity with CRM systems (e.g., HubSpot) and ERP systems

Perks

• Opportunities for professional growth and advancement

• Supportive, values-driven team environment