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Salary: USD 170,000 - 200,000 / annual
UJET is an AI-powered contact center platform company seeking a Director of Financial Planning & Analysis to lead the FP&A function as the organization scales. This is a hands-on strategic role reporting to the CFO, responsible for financial planning architecture, forecasting, budget development, spend management, and investor reporting.
Key responsibilities include:
• Optimize financial planning infrastructure by replacing manual, spreadsheet-heavy processes with scalable, automated workflows and FP&A software solutions, including AI-native tools.
• Support commercial strategy through advanced financial modeling of go-to-market efficiency, customer acquisition costs, and pricing/discount governance.
• Partner with Revenue Operations, Marketing, and GTM teams to analyze and report on core SaaS metrics including LTV/CAC, CAC payback, retention, ARR cohort analysis, pipeline throughput, product profitability, and overall GTM efficiency.
• Assist in capital strategy and execution, including investor communications, Board reporting packages, debt/equity financing diligence, and financial due diligence on M&A targets.
• Drive enterprise efficiency by optimizing software, cloud, and AI stack investments, and refining OpEx spend to expand net margins.
• Establish, track, and report on key operational performance metrics, translating financial data into actionable insights for leadership and the Board.
• Collaborate with the accounting team on monthly close processes.
• Act as a strategic change agent bridging Finance, GTM, and RevOps workflows, establishing consistent data governance and shared accountability for core SaaS metrics.
• Standardize and document financial operating procedures to eliminate tribal knowledge and ensure scalability.
The role requires in-office collaboration 2x weekly in Austin; relocation will not be considered.
REQUIREMENTS:
Minimum:
• Progressive FP&A experience at Director or Manager level within enterprise SaaS, AI, or B2B software organizations.
• Direct experience with advanced financial planning, forecasting cycles, and strategic GTM operational analysis.
• Demonstrated mastery of SaaS financial metrics (LTV, CAC, ARR, NRR, GRR, Product Margins, Bookings, Billings, Revenue Recognition) and advanced quantitative financial modeling.
• Hands-on experience leading finance systems transformations (e.g., implementing/overhauling Planful, NetSuite, or data warehouses) in high-growth environments—proactive process and systems architect, not maintenance-focused.
• Currently living in Austin Metropolitan area.
Desired:
• BBA in Finance, Business, or Accounting, or equivalent. CPA, CFA, and/or MBA a plus.
• Domain expertise within CCaaS, SaaS, or AI enterprise software operating and financial models.
• Experience deploying predictive AI workflows and automation into internal FP&A and finance operations that have driven efficiency gains.
• Prior experience managing finance structures through growth inflections from mid-scale ARR to enterprise scale, particularly where processes were immature or needed redesign.
