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Senior Director, FP&A

Senior Director, FP&A

NotarizeSan Francisco, CA, United States
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Proof is the worlds first identity-assured transaction management platform and we are on a mission to digitize trust for all of life’s most critical transactions. Developed by the same market leaders and experts who brought notarization online with Notarize℠, Proof offers trust in a digital world by verifying identities and securing transactions to protect businesses and their customers. Since 2015, we’ve completed many of the world’s first digital commerce transactions, including the first online real estate closing, online mortgage closing, online auto sale, and online will and were still just getting started!

The Senior Director FP&A reports directly to the Chief Financial Officer and will lead our long-range plan and annual budgeting processes, operational reporting consolidation, investor relations, and strategic analysis on company wide capital allocation. You will partner closely with the CFO and CEO to plan and prioritize the company’s operational initiatives, making a direct impression on the future of digital identity management.

The successful candidate will be a key member of the Finance Leadership Team and will be an expert leader with a proven track record of building teams and upgrading processes in a high growth startup environment. They will have experience working in a dynamic environment that requires the ability to move the function forward while also delivering its day-to-day commitments.

If you are passionate about process excellence, data-driven operations, customer experience, innovation and continuous improvement, and thrive on seeing the impact of your work on a daily basis, this is the perfect role for you.

What youll do as our Senior Director, FP&A :

Support our strategic and financial planning processes, the annual plan, and quarterly financial forecasts as well as the underlying financial planning models, systems and tools

Prepare management reporting for Executives and Board - analyze results, distill / synthesize business performance, assess business risk and operating performance, and communicate risks and opportunities in a timely and actionable manner

Continuously improve reporting accuracy and develop data controls to ensure accuracy and consistency of reporting

Assist in ad-hoc analysis and presentation of strategic materials for management (investor, M&A, etc)

Develop and evolve policies and procedures to improve the overall operation and efficiency of the Finance organization

Develop and monitor KPIs, highlighting trends and analyzing causes of unexpected variances

Work with team members to enhance global financial and operational performance trends (historical and forecasted) using appropriate metrics

Collaborate across all functional departments and internally across the entire Finance department

What were looking for :

Minimum 10 years demonstrated FP&A experience in tech, preferably in SaaS; banking, VC, or strategy consulting experience a plus

Bachelors degree in business, finance or accounting; MBA a plus

Experience building and leading a world-class Finance team and infrastructure in a dynamic environment

Ability to construct well-targeted management reports within the context of business / industry operations / practices

Strong financial acumen across the organization (e.g., understanding financials, accounting, business intelligence)

Experienced in complex modeling (e.g., Cash Flow, Headcount, return on investment assessment, etc.)

Demonstrated experience working within a SaaS business, with a strong understanding of recurring revenue models and associated metrics (e.g., NRR, churn, LTV, COA)

Superior forecasting methods and techniques. Advanced analytical and quantitative abilities

Skilled at analyzing information, situations and problems to formulate logical and objective conclusions from fact, situations, data and observations and in translating and driving those conclusions into KPI driven operational programs

Demonstrated understanding of GAAP accounting and key non-GAAP metrics

Outstanding software and system skills (NetSuite, Microsoft Excel) a must

NetSuite, Rippling, Salesforce experience a plus

Excellent communicator and educator, able to translate technical rules and concepts into clear actionable information. Strong presentation skills, including experience working with leadership teams and Boards of Directors

A bold visionary with the ability to design and implement critical initiatives and to see the forest and the trees!

A self directed and ambitious Builder, highly organized and motivated, and with a strong bias for action and impact

Passion and ability to be creative within the constraints of business priorities, resources, etc. building highly effective teams to aid in the delivery of disruptive initiatives

Proactive and independent thinker who is trusted to follow-up on responsibilities today, yet always thinks about what to do tomorrow

Flexible in a dynamic environment, thrives on delivering results even as conditions evolve

Comfortable completing projects requiring individual initiative and flexibility in tight time frames with minimal direct supervision

Our Proof Pillars :

Pave the Way : When obstacles arise, we break through barriers with passion and perseverance. We lead with creativity and forward-thinking. We aim to set new standards and shape the future in a repeatable, scalable way so the path to success is easier for our team to follow.

Own It : We embrace the responsibility that comes with supporting lifes most important transactions. When a problem arises we relentlessly pursue the solution with a Yes before no attitude. Because every problem and every transaction is treated like its our own.

Act with Integrity : We are in the business of building trust and it is at the core of everything we do. We are honest and transparent with our customers, each other and ourselves. If we make a mistake, we own up to it right away and do what it takes to make it right. Our dedication to security and compliance is key to earning trust, fighting fraud and ultimately, our success.

Play to Win : We believe excellence is about always striving to be better so when we get it wrong, we iterate, we learn and we grow. We know we can only go so far alone, were better together and collectively, we win!

Here are some of our great benefits :

Medical, dental, and vision benefits

Life insurance, long and short-term disability coverage

401k Plan with a 4% match, beginning on your hire date

Unlimited Sick and Vacation time

14 paid company holidays

2 company Chillax weeks (Summer & Winter)

12 weeks of paid parental leave

4 week sabbatical after 5 years of continuous full time employment

Health Reimbursement Arrangements for fertility and gender affirmation

Lunch on Proof through Grubhub credit

Monthly work from home stipend

Professional development credit

Monthly reimbursement for Wellness

And more!

$210,000 - $290,000 a year

This position will be posted and accepting applications through October 10, 2025.

Proof is committed to building an inclusive environment for people of all backgrounds and everyone is encouraged to apply. We are an equal opportunity employer and do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Wed love to hear from you.

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Senior Director • San Francisco, CA, United States

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