The Director of Financial Planning & Analysis leads the FP&A organization, drives financial strategies, models, and performance management while supporting global growth initiatives.
AssetWatch serves global manufacturers by powering manufacturing uptime through the delivery of an unparalleled condition monitoring experience, with a passion to care about the assets our customers care for every day. We are a devoted and capable team that includes world-renowned engineers and distinguished business leaders united by a common goal – To build the future of predictive maintenance. As we enter the next phase of rapid growth, we are seeking people to help lead the journey.
POSITION PURPOSE
The Director of Financial Planning & Analysis will provide overall leadership and management of financial planning, reporting directly to the CFO. This individual will play a critical role in shaping the company’s strategic, financial, and operational plans while serving as a trusted partner to executive performing FP&A team to support the company’s continued global growth and operational scale.
ESSENTIAL POSITION FUNCTIONS
Strategic Finance Leadership & Team Development- Build, lead, and scale a best-in-class FP&A organization capable of supporting a $100M+ ARR, rapidly growing, geographically diverse, hardware-enabled SaaS business; recruit, develop, and retain top-tier finance talent.
- Operate as a hands-on, roll-up-your-sleeves leader while elevating the team’s analytical rigor, business acumen, and executive communication capabilities.
- Establish a culture of accountability, continuous improvement, and operational excellence within the FP&A function.
- Oversee financial business intelligence (BI) capabilities and drive consistent communication of key financial metrics and objectives across the company.
- Lead the annual financial and operating plan, long-range strategic planning, quarterly reforecasts, and monthly performance reviews to support rapid growth at scale.
- Own and continuously evolve the company’s integrated financial and operating model, incorporating SaaS and hardware revenue streams, cost structures, and unit economics.
- Drive KPI development and performance management frameworks that align financial targets with operational execution and shareholder value creation.
- Provide proactive financial insights and key metrics that drive decision-making, improve operational efficiency and profitability, and enhance operational scalability.
- Serve as a trusted advisor to the CEO, CFO and executive leadership team, providing forward-looking insights that influence strategic decisions, capital allocation, pricing, investments, and resource prioritization.
- Partner across the company to align financial plans with go-to-market expansion, operations, global growth initiatives, and systems scaling.
- Support international and multi-entity expansion initiatives, including scenario modeling, investment analysis, and organizational capacity planning.
- Strengthen financial systems, reporting infrastructure, data governance, and analytics to enable scalable, real-time visibility into business performance.
- Improve forecast accuracy, automate reporting processes, and implement best-in-class planning, BI, and AI-enabled tools appropriate for a multi-entity, increasingly global organization.
- Ensure financial processes and analytics evolve in step with growth, complexity, and geographic expansion.
- Deliver clear, concise, and insightful executive and Board-level reporting packages that translate financial performance into strategic narratives and actionable recommendations.
- Prepare leadership for investor and Board discussions through scenario analysis, risk assessments, and performance analysis.
REQUIRED SKILLS
- Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA strongly preferred.
- 12+ years of progressive experience in FP&A or strategic finance, including significant leadership responsibility.
- Proven experience building, scaling, and developing FP&A teams in addition to managing them.
- Experience leading FP&A within a rapidly growing, multi-entity organization.
- Demonstrated success operating in an international, multi-entity environment.
- Deep expertise in SaaS business models, financial modeling, and strategic and operational planning.
- Strong executive presence with the ability to influence executive and cross-functional leaders and align stakeholders around financial strategy.
- Advanced Excel and financial modeling capabilities; experience with Salesforce, NetSuite (or equivalents), and modern BI and AI tools required.
#LI-REMOTE
What We Offer:
AssetWatch is a remote-first company that puts people at the center of everything we do. We want our team members to thrive - that’s why we offer a range of benefits and perks designed to support your well-being, growth, and work-life balance.
- Competitive compensation package including stock options
- Flexible work schedule
- Comprehensive benefits including retirement plan match
- Opportunity to make a real impact every day
- Work with a dynamic and growing team
- Unlimited PTO
We have a distributed team that works remotely across locations in the United States and Ontario, Canada. Collaboration within core working hours is required.
Similar Jobs
Big Data • Fitness • Healthtech • Information Technology • Software • Analytics
The Director of FP&A will manage financial planning processes, develop financial models, lead forecasting, and provide insights to drive business performance and support strategic decisions.
Top Skills:
ExcelNetSuiteSalesforceWorkday Adaptive
Artificial Intelligence • Cloud • Information Technology • Sales • Security • Software • Cybersecurity
The Director of FP&A will lead financial strategies for sales and marketing, advising executives, managing budgeting cycles, and developing financial models for high-growth SaaS environments.
Top Skills:
Adaptive PlanningGoogle SuiteExcel
Database • Analytics • Consulting
The Senior Director, FP&A will analyze financial data, manage reporting and forecasting, and lead a team to aid effective business decision-making. Key responsibilities include budgeting, stakeholder reporting, and advising on financial performance.
Top Skills:
AnaplanTableau
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
