Director, Financial Planning & Analysis (FP&A) at Enavatecareers — Tampa, FL
Full job description
Location: Tampa, FL Reports To: Chief Financial Officer
Position Summary
We are seeking a strategic, data-driven, and operationally minded FP&A leader to elevate our financial planning and analysis function and serve as a trusted advisor to executive leadership. This role is pivotal in driving business outcomes through financial insight, performance management, process optimization, and systems enhancement.
The Director of FP&A will lead the company's planning, forecasting, reporting, and analytical capabilities while partnering across the organization to improve decision-making, profitability, operational efficiency, and long-term value creation. The ideal candidate brings deep experience in SaaS and professional IT services environments, a proven ability to lead transformation initiatives, influence executive decision-making, and build high-performing teams.
Key Responsibilities
Strategic Leadership
- Partner with the CFO and executive leadership team to define and execute the company's long-term financial strategy and vision.
- Translate corporate strategy into actionable financial plans, key performance indicators (KPIs), and measurable business outcomes.
- Develop financial models and business cases to support strategic initiatives, investments, acquisitions, and growth opportunities.
- Establish FP&A as a trusted business partner and thought leader across the organization.
- Support board, lender, and executive reporting by developing insights that highlight performance, risks, opportunities, and strategic recommendations.
- Lead financial analysis supporting product investments, R&D initiatives, pricing strategies, and market expansion opportunities.
- Monitor industry trends, competitive benchmarks, and emerging business risks to inform strategic decision-making.
Financial Planning & Performance Management
- Lead the annual budgeting process, monthly/quarterly forecasting cycles, and long-range strategic planning activities.
- Own forecasting methodologies for revenue, bookings, renewals, backlog, gross profit, EBITDA, cash flow, and key operational metrics.
- Partner with business leaders to improve forecast accuracy, scenario planning, risk assessment, and financial accountability.
- Develop and maintain enterprise-wide KPI frameworks and dashboards that drive performance visibility across the organization.
- Conduct variance analysis and performance reviews, identifying trends, risks, and corrective actions.
- Lead monthly and quarterly business reviews with executive leadership teams.
Business Partnership & Operational Excellence
- Serve as the primary finance business partner to functional leaders across Sales, Delivery, Customer Success, Product, Technology, and Corporate
Required skills
- budgeting
- sales
- driving
- forecasting
- delivery
- financial analysis