Cordia Resources by Cherry Bekaert
Director of Financial Planning and Analysis (Reston)
Cordia Resources by Cherry Bekaert, Reston, Virginia, United States, 22090
Cordia Resources is performing a search for a Director of Financial Planning and Analysis for a fast growing software company in the Washington DC area. This is a newly created role due to growth. Candidates must have strong modeling skills and experience working at a PE backed SAAS company. Salary around 175k plus bonus. If interested please contact me at marc.zeid@cbh.com
Director of Financial Planning & Analysis (FP\&A)
Position Overview: The Director of FP&A will be a key member of the finance leadership team, responsible for helping build the FP&A function. This role will partner closely with executive leadership, private equity stakeholders, and cross-functional teams to provide financial insights, drive strategic decision-making, and ensure accurate forecasting and planning in a fast-paced, high-growth environment. Key Responsibilities: Strategic Planning & Forecasting: Lead the annual budgeting process, quarterly forecasts, and long-range planning. Develop financial models to support strategic initiatives, pricing strategies, and growth opportunities. Performance Analysis & Reporting: Deliver timely and accurate financial reporting, including variance analysis and KPI dashboards. Provide actionable insights to improve revenue growth, margin optimization, and cash flow management. Business Partnering: Collaborate with department heads (Sales, Marketing, Product, Operations) to align financial goals with business objectives. Serve as a trusted advisor to the CFO and executive team on financial performance and strategic investments. Private Equity Engagement: Prepare board materials, investor presentations, and support due diligence for M\&A or financing activities. Ensure compliance with PE reporting requirements and covenant monitoring. Process & Systems: Implement best-in-class FP\&A processes, tools, and systems to scale with company growth. Drive automation and efficiency in financial reporting and analytics. Qualifications: Bachelors degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred. 8+ years of progressive finance experience, including leadership roles in FP\&A. Experience in a
Private Equity-backed environment
and SaaS business model (ARR, churn, CAC, LTV metrics). Strong analytical and modeling skills with proficiency in Excel and financial planning tools (e.g., Adaptive Insights, Anaplan). Exceptional communication and presentation skills; ability to influence senior stakeholders. Proven ability to thrive in a fast-paced, high-growth environment.
Director of Financial Planning & Analysis (FP\&A)
Position Overview: The Director of FP&A will be a key member of the finance leadership team, responsible for helping build the FP&A function. This role will partner closely with executive leadership, private equity stakeholders, and cross-functional teams to provide financial insights, drive strategic decision-making, and ensure accurate forecasting and planning in a fast-paced, high-growth environment. Key Responsibilities: Strategic Planning & Forecasting: Lead the annual budgeting process, quarterly forecasts, and long-range planning. Develop financial models to support strategic initiatives, pricing strategies, and growth opportunities. Performance Analysis & Reporting: Deliver timely and accurate financial reporting, including variance analysis and KPI dashboards. Provide actionable insights to improve revenue growth, margin optimization, and cash flow management. Business Partnering: Collaborate with department heads (Sales, Marketing, Product, Operations) to align financial goals with business objectives. Serve as a trusted advisor to the CFO and executive team on financial performance and strategic investments. Private Equity Engagement: Prepare board materials, investor presentations, and support due diligence for M\&A or financing activities. Ensure compliance with PE reporting requirements and covenant monitoring. Process & Systems: Implement best-in-class FP\&A processes, tools, and systems to scale with company growth. Drive automation and efficiency in financial reporting and analytics. Qualifications: Bachelors degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred. 8+ years of progressive finance experience, including leadership roles in FP\&A. Experience in a
Private Equity-backed environment
and SaaS business model (ARR, churn, CAC, LTV metrics). Strong analytical and modeling skills with proficiency in Excel and financial planning tools (e.g., Adaptive Insights, Anaplan). Exceptional communication and presentation skills; ability to influence senior stakeholders. Proven ability to thrive in a fast-paced, high-growth environment.