About the Organization

We are a U.S.-based enterprise cloud and artificial intelligence software platform delivering mission-critical solutions across financial services, healthcare, cybersecurity, advanced manufacturing, and public-sector institutions. Our organization operates at a significant scale, with multi-billion-dollar recurring revenue, high-growth expansion targets, and complex global customer contracts.

As we continue scaling product innovation, expanding into new verticals, and optimizing capital deployment, disciplined financial forecasting and enterprise-wide planning alignment are critical to sustained growth.

We are seeking a strategic Head of Financial Planning to lead long-range forecasting, enterprise budgeting architecture, scenario modeling, and performance alignment across distributed business units, fully remote within the United States.

This is not a budgeting oversight role. This is a forward-looking enterprise financial strategy mandate.

Job Function

The Head of Financial Planning will architect and oversee enterprise financial planning and analysis (FP&A), multi-year forecasting frameworks, revenue and margin modeling, cost governance alignment, and capital allocation analytics across a high-growth technology enterprise.

This executive ensures financial predictability, disciplined growth modeling, and alignment between strategic priorities and fiscal execution.

Essential Duties and Responsibilities

• Lead enterprise-wide financial planning and multi-year forecasting processes

• Develop integrated financial models supporting ARR growth and margin optimization

• Oversee quarterly and annual budgeting governance frameworks

• Drive scenario modeling tied to macroeconomic shifts and technology market volatility

• Implement KPI dashboards connecting revenue, cost structure, and performance outcomes

• Guide headcount planning and workforce cost modeling

• Align capital expenditure forecasts with product and infrastructure expansion

• Strengthen financial data integrity and forecasting accuracy standards

• Support executive leadership with performance variance analysis

• Collaborate with Sales, Operations, and Product leadership on financial alignment

• Present enterprise financial outlook and planning insights to executive leadership and the Board

• Lead distributed FP&A teams across the United States

Strategic Support

• Advise the CFO and CEO on the long-term financial sustainability strategy

• Support expansion into new market verticals with disciplined modeling

• Contribute to M&A financial evaluation and integration planning

• Align financial forecasts with the enterprise innovation investment roadmap

• Strengthen investor confidence through predictable and transparent planning

• Support enterprise risk mitigation through scenario-based forecasting

Job Qualifications and Requirements

• 15+ years of progressive FP&A or corporate finance experience

• 8+ years within high-growth SaaS, cloud, or technology-driven enterprises

• Proven track record leading large-scale financial planning organizations

• Strong expertise in enterprise valuation modeling and SaaS metrics (ARR, NRR, CAC, LTV)

• Experience supporting executive and Board-level financial reporting

• Demonstrated ability to manage forecasting in volatile growth environments

• Advanced financial modeling and data analytics capability

• Bachelor’s degree required; MBA or advanced finance degree preferred

• CFA or equivalent certification preferred

Personal Capabilities and Qualifications

• Strategic thinker with a disciplined financial execution mindset

• Executive presence with strong communication capability

• Highly analytical and data-driven decision-maker

• Strong cross-functional collaboration skills

• High accountability for forecasting accuracy

• Resilience in fast-scaling, performance-driven environments

• Ability to lead distributed finance teams effectively

• Governance-oriented and detail-focused

Working Conditions

• Fully Remote United States

• Periodic travel for executive planning summits and board meetings (15–20%)

• High-accountability role tied to financial performance KPIs

• Executive-level reporting visibility

• Collaboration across distributed national finance and leadership teams

Compensation & Benefits

Total Executive Compensation Package: $270,000 – $390,000 USD

Executive Compensation Includes:

• Competitive base salary within stated range

• Performance-based annual incentive aligned with financial accuracy and enterprise growth

• Long-term equity participation and executive incentive plans

• Comprehensive health, dental, and vision coverage

• 401(k) with employer contribution

• Remote work flexibility and home office support

• Executive leadership development programs

• Generous PTO and executive leave structure

Why Join Us

• Lead enterprise financial forecasting within a high-growth AI and cloud platform

• Influence long-term capital allocation and revenue scalability

• Partner with executive leadership, shaping national technology expansion

• Competitive executive compensation aligned with enterprise impact

• Opportunity to architect a disciplined financial planning infrastructure at scale