1 day ago

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Director, Financial Planning & Analysis (FP&A)

HighLevel

USRemote
About HighLevel: HighLevel is a cloud-based, all-in-one white-label marketing and sales platform that empowers marketing agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. With a focus on streamlining marketing efforts and providing comprehensive solutions, HighLevel helps businesses of all sizes achieve their marketing goals. We currently have 1000+ employees across 15 countries, working remotely as well as in our headquarters, which is located in Dallas, Texas. Our goal as an employer is to maintain a strong company culture, foster creativity and collaboration, and encourage a healthy work-life balance for our employees wherever they call home. 


Our Customers: HighLevel serves a diverse customer base, including over 60K agencies & entrepreneurs and 450K million businesses globally. Our customers range from small and medium-sized businesses to enterprises, spanning various industries and sectors.

Scale at HighLevel: We work at scale; our infrastructure handles around 3 Billion+ API hits & 2 Billion+ message events monthly and over 25M views of customer pages daily. We also handle over 80 Terabytes of data across 5 Databases.

Job Overview
We are seeking a highly skilled and detail-oriented Compliance Lawyer to join our legal team. This role is critical in ensuring that our organization adheres to legal standards and in-house policies, thus mitigating legal risks and safeguarding our reputation. The Compliance Lawyer will be responsible for developing, implementing, and monitoring compliance programs, advising on legal compliance, and ensuring adherence to regulatory and corporate policies across the organization.

Who You Are
HighLevel is seeking an experienced Director, Financial Planning & Analysis (FP&A) to join our growing Finance team. This is an exciting opportunity to play a pivotal role in spearheading our core financial planning and reporting activities by partnering closely with other cross-functional leaders. You will help both set the vision for FP&A strategy + processes, develop a plan to build out the team, and own execution of that vision to create a best-in-class function. We are looking for someone with extremely strong problem solving and communication skills that has a demonstrable track record of leading and scaling FP&A functions within rapidly scaling SaaS businesses (preferably usage-based as well). You will report directly to the Head of Finance.

What You Will Do

  • Own the timely delivery of consolidated financials (IS, BS and CF) and report performance against our financial targets / operational KPIs so senior leaders and other key decision makers can optimize the performance for their respective functions
  • Lead our forecasting process and strategic planning cycles, including: (i) defining process, timelines and deliverables, (ii) partnering directly with stakeholders to quarterback the process, (iiI) preparing consolidated views of the business and (iv) clearly articulating the results / recommendations to c-suite to determine optimal resource allocation
  • Lead our FP&A function, including hiring + managing a top-tier team to support the growth and complexity of our business
  • Identify and execute opportunities to streamline and/or automate our core reporting processes in partnership with other key stakeholders, including Accounting, other members of the Finance team and the Revenue Operations team
  • Support the maintenance of our current financial planning tool (Workday Adaptive Insights) and any future tools, including identifying opportunities to more closely incorporate existing business data into our financial systems 
  • Consolidate operational and financial information in preparation for our quarterly board of directors meetings
  • Perform various ad-hoc analysis for leaders and key decision makers

What You Bring

  • Bachelors in Accounting, Finance, or related field (CPA is preferred, but not required)
  • 10+ years of progressive experience across a combination of FP&A, strategic finance, investment banking or private equity, including at least 2+ years in leading the FP&A function at a growth-stage business and 3+ years of people management experience
  • Experience in SaaS, preferably with a usage-based business model component
  • Strong understanding of GAAP and non-GAAP reporting metrics in software
  • Strong understanding of financial reporting and internal controls
  • Familiarity/experience with public company quarterly close and reporting cadence
  • Excellent business partnering skills, particularly with non-financial leaders across all levels of an organization
  • Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome
  • Ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making
  • Extremely detail oriented, highly organized and able to balance multiple projects / thrive in a fast-paced environment
  • Advanced experience with Excel / Google sheets, Adaptive Insights and BI tools (Tableau)
EEO Statement
At HighLevel, we value diversity. In fact, we understand it makes our organization stronger. We are committed to inclusive hiring/promotion practices that evaluate skill sets, abilities and qualifications without regard to any characteristic unrelated to performing the job at the highest level. Our objective is to foster an environment where really talented employees from all walks of life can be their true and whole selves, cherished and welcomed for their differences, while providing awesome service to our clients and learning from one another along the way!