Director, Financial Planning & Analysis

We are looking for a Director of FP&A to lead M3's financial planning and analysis function and serve as a key driver of business results across the organization, reporting directly to the CFO. The ideal candidate is a hands-on operator who can partner with the executive leadership team and partner to create visibility and drive results. The ideal candidate is a hands-on operator who partners with the broader M3 leadership team to create financial and operational visibility, sharpen decision-making, driving results, and presenting findings to senior leadership or a PE sponsor.

Responsibilities

Partner with the CEO, CFO, and executive leadership team to translate business strategy into financial plans, resource allocation decisions, and measurable outcomes; Own the annual operating plan and rolling forecast processes, building bottoms-up models that reflect operational reality and drive accountability across the business; Serve as the primary finance partner to Sales, Revenue Operations, and Customer Success, bringing financial structure to go-to-market decisions and performance measurement through company KPIs; Evaluate new business initiatives, pricing strategies, product investments, and M&A opportunities with clear, well-framed financial analysis; Develop and maintain a multi-year financial model that supports board-level and sponsor reporting, scenario planning, and long-range strategic thinking; Build and maintain SaaS metrics reporting -- ARR, net retention, churn, CAC/LTV -- with reliable, auditable data sources that the business can trust; Lead the monthly reporting process for internal, investor, and lender audiences, delivering variance analysis and narrative commentary that surfaces the right insights at the right level of detail; Drive improvements to the FP&A tech stack, including NetSuite, Power BI, and subscription billing data infrastructure, to reduce manual work and increase analytical leverage; Own analytical deliverables directly -- building models, preparing analysis, and establishing repeatable frameworks; Prepare materials and support investor relations efforts, including quarterly board meetings and Blackstone portfolio reviews

Requirements

8+ years of progressive finance experience, including investment banking, corporate finance, or a comparable role within a fast-paced technology or subscription software business; Deep fluency in SaaS financial metrics and recurring revenue models; Advanced financial modeling skills; ability to build from scratch and stress-test assumptions; Experience with NetSuite or a comparable ERP; comfort with BI tools (Power BI, Tableau, or similar); Bachelor's degree in Finance, Accounting, or a related field required

Nice to have

Prior exposure to a PE-backed environment strongly preferred; MBA, CPA or CFA a plus