Financial Planning & Analysis Director

Rewarding full-time opportunity available for a data-driven leader collaborator and problem solver! Before we tell you about the job heres what you should know about us.

At Alliance were on a mission to be the largest independent human capital management (HCM) company in the U.S.! We empower small to mid-sized businesses with our innovative cloud-based technology and unique single-database platform for managing payroll HR benefits onboarding and more. As the second-largest privately held payroll provider in the nation were dedicated to delivering top-notch HCM solutions. When you join our dynamic team youll find more than just a job; youll be part of a supportive community that celebrates your success and inspires you to reach new heights. Lets grow together and make a lasting impact!

POSITION DETAILS:

Role: Financial Planning & Analysis Director

Location: The Woodlands Texas

Pay: Competitive salary based on experience and qualifications

Schedule: Hybrid remote position with 3 days per week in-office

THE IMPACT YOULL MAKE AS OUR FINANCIAL PLANNING & ANALYSIS DIRECTOR:

Financial Reporting

• Overseeing the completion and delivery of internal and external financial reports and packages
• Ensuring accuracy compliance and timeliness in all activities
• Supporting management reporting infrastructure across multiple metrics (P&L cash flow balance sheet and operations)
• Creating KPI dashboards and scorecards for the board and department heads
• Explaining the delta significance and appropriate response to variances

Executive Reporting

• Preparing financial content for board decks including scenario analyses and ARR/EBITDA waterfalls
• Collaborating with the CFO to shape the companys financial narrative and strategic planning

Forecasting

• Creating comprehensive driver-based three-statement financial models for budgets rolling forecasts and multi-year strategies
• Stress-testing growth retention and margin assumptions
• Leading all aspects of the annual budget process
• Collaborating with department heads and serving as the organizations finance partner

Profitability Analysis

• Measuring product partner channel service line and customer segment profitability
• Analyzing pricing structures ARR composition and revenue quality metrics to support data-driven improvements
• Monitoring retention expansion and churn trends as well as SaaS KPIs (NRR CAC LTV and unit economics)

FINANCIAL PLANNING & ANALYSIS DIRECTOR CRITERIA

Our ideal Financial Planning & Analysis Director has experience with HCM payroll workforce management service-heavy SaaS M&A diligence integration planning and/or PE-backed reporting. Proficiency with SQL FP&A tools and accounting systems would be preferred.

Requirements

• Bachelors degree in a field like finance accounting or economics
• 8 years of progressive experience in FP&A and/or financial reporting at a SaaS recurring-revenue or subscription-based business
• Experience building driver-based three-statement models and owning multi-year forecasts
• Proven track record of owning management reporting infrastructure
• Experience running full-budget cycles and producing board-ready materials
• Advanced Excel proficiency
• Ability to translate complex financial analysis into clear precise executive-level narratives

Competencies

• Ability to take full ownership of outcomes
• Ability to identify gaps and implement solutions with minimal direction
• Ability to model report and analyze data to support data-driven decisions
• Ability to set high accuracy consistency and clarity standards
• Ability to confidently deliver executive-level presentations
• Ability to build trust with non-finance stakeholders and translate financial insights into operational guidance

BENEFITS PACKAGE:

• Performance bonuses
• 100% paid health vision dental life and LTD insurance
• 401k with match
• Personal and professional development
• Help build and shape a great tax team
• Entrepreneurial culture

Make a meaningful difference with us! Apply today with our initial mobile-friendly application!

Required Experience:

Director