Director, Financial Planning & Analysis

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Director, Financial Planning & Analysis

Increase your chances of an interview by reading the following overview of this role before making an application.

Intellum is the leader in corporate education technology and powers the largest, most successful customer, partner, and employee learning programs in the world.

Large brands and fast-moving companies like Google, Meta, Amazon, Walmart, Xero, Atlassian, Mailchimp, Airbnb, Stripe, and TikTok rely on Intellum to engage and educate the audiences they touch.

We have always been a remote first company and are proud to have team members located all over the world. We value Curiosity, Creativity, Perseverance, and Kindness and strive to demonstrate these core values every day.

Our culture is very important to us. We invest in our people in fun and exciting ways, including personal development budgets and an annual all-company retreat that is focused less on work and more on human connections.

We are in growth mode, and our smart growth approach ensures that we will continue to scale our company effectively.

Summary

The Director, FP&A will be vital to analyze, influence, and drive improved business performance through root cause variance analysis, KPI driven analytics and trends, benchmarking, and executive level reporting.

Responsibilities

• Develop financial models, forecasts, proposals, presentations and performance measures to provide confidence to the Executive Team regarding financial decisions.
• Prepare in-depth financial, variance, and trending analyses for key profitability drivers and other financial and non-financial metrics.
• Evaluate optional plans by identifying outcomes and potential returns.
• Build a financial database by identifying sources of information; assembling, verifying, and backing up data.
• Analyze monthly financial statements, highlighting and reporting key operating issues to the CFO and the management team.
• Lead the annual budgeting process and rolling forecasts, ensuring accuracy, comprehensiveness, and alignment with strategic goals.

Monitor actual performance against forecasts and identify deviations, providing timely analysis and recommendations.

• Perform in-depth financial variance and trending analyses for key profitability drivers and other financial and non-financial metrics.
• Maintain and develop the SaaS Metrics for the business.
• Interpret results and articulate actionable recommendations to maximize profitability and ensure financial targets are achieved.
• Support detailed margin analysis including customer profitability and other key margin drivers.
• Be responsible for complex reports, graphs and charts of monthly and quarterly financial data.
• Maintain the 5-Year model projecting high growth and headcount forecasting.
• Prepare ad hoc reporting and analysis for executives and the sales and operations team as needed.
• Assist in key strategic areas, such as pricing, customer profitability, segment economics, and other optimization projects.
• Other projects as assigned.

Required Skills

The successful person in this role will :

• Have strong verbal and written communication skills.
• Have the ability to interface with all levels of staff in a professional manner.
• Be able to maintain confidentiality.
• Be a persuasive communicator able to clearly and confidently articulate a position.
• Be a self-starter and a strong team player who is flexible with a positive can do attitude.
• Have strong organizational, project management, problem solving and decision making skills.
• Have a demonstrated ability to function independently, multi-task and realign priorities as needed.
• Have an excellent understanding of financial forecasting and models.
• Work in conjunction with the Finance team and other business units to obtain information.
• Utilize visualization tools to best present financial information in a repeatable format.
• Have expertise in Excel, financial modeling, cash flow evaluation, scenario / sensitivity analysis, and ROI, NPV, and IRR analysis.

Preferred Professional Experience

• 8+ Years of progressive experience in FP&A or Business Analysis.
• Bachelor's Degree in accounting or finance.
• MBA strongly preferred.
• Advanced Excel and Google Sheets skills.
• Experience in a SaaS environment.
• Previously used visualization software.
• PowerPoint and Google Slides skills.

Physical Requirements / Work Environment :

• Occasional irregular work hours.
• Dexterity of hands and fingers to operate a computer keyboard, mouse, etc.
• Extended time viewing a computer monitor.
• Sitting or standing for extended periods of time.

BENEFITS

• Medical - 100% of employee premiums for selected individual plans
• Dental - 100% of employee premiums covered
• Vision - 100% of employee premiums covered
• $3,500 annual educational funds ( Boost Budget )
• 401(k) plus matching (US Based Only)
• Unlimited PTO
• Calm subscription
• Annual Company Retreat

Intellum is an equal-opportunity employer. We're committed to building an inclusive team that celebrates diversity in people, perspectives, and backgrounds regardless of race, color, national origin, gender, sexual orientation, age, religion, disability, citizenship, veteran status, or any other protected status.

We encourage you to apply for an open position and if you have questions about whether or not your job experience and skill set meet the requirements for a specific role, reach out to us directly at [email protected].

If you are an individual applying from CA, NY, CO, CT, MD, NV, or RI, please reach out to [email protected] to inquire about specific pay ranges.

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