Director, Finance, Planning, and Analysis

As Director, Finance, Planning and Analysis at ActivTrak, you'll own the company's forecasting, budgeting and financial reporting infrastructure — giving the CFO and leadership team a clear, current view of the business at all times. This is an individual contributor role. You'll:

• Build and maintain the annual budget, quarterly forecasts and long-range financial model
• Work with Finance for monthly and quarterly reporting — variance analysis, KPI dashboards, and the board reporting calendar and cadence
• Build and maintain SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV and rule of 40
• Partner with department leaders on budget ownership and monthly spend accountability
• Contribute to active finance initiatives, including product-line profitability reporting across business segments and new billing infrastructure for usage-based products, modeling scenarios for pricing, evaluating GTM investments
• Act as first reviewer and approver of redlined customer contracts, evaluating financial and commercial terms before Legal review
• Lead rollout of a new contract approval workflow, including implementation of a workflow/contract management tool and ownership of the contract inventory process
• Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction
• Partner with Finance, Revenue Operations and Business Operations to ensure data integrity across system