Director, Financial Planning & Analysis (FinTech/SaaS)

Who We Are

At Emburse, you’ll not just imagine the future – you’ll build it. As a leader in travel and expense solutions, we are creating a future where technology drives business value and inspires extraordinary results. Our AI-powered platform helps organizations modernize financial operations, increase visibility, and optimize spend across the enterprise.

We are seeking a Director, Financial Planning & Analysis to lead and serve as the senior finance business partner to our Go-to-Market and functional leadership teams. This is a pivotal role in the evolution of Emburse’s FP&A organization — one that demands equal parts financial rigor, commercial instinct, and the ability to develop a high-performing team of finance professionals.

The Director will own the full B/U FP&A function, including Revenue forecasting, expense management across commercial and operational functions, and the planning and forecasting process for the business units. They will manage a team of four and be expected to elevate both the analytical output and the business partnering capability of the team in supporting Emburse’s

growth.

The ideal candidate is a mature finance leader who has supported a full P&L, with demonstrated depth across GTM and SaaS revenue drivers, including ARR, bookings, pipeline analytics, and customer economics, as well as the commercial expense structures underpinning the SaaS business model.

**Please note this is a hybrid role (3 days a week in our Addison, TX office) and we are NOT able to offer sponsorship now or in the future**

What will you Do

• Serve as the primary senior finance partner to functional business unit leaders, building trusted relationships that make FP&A a thought leader
• Lead the Annual budget and monthly forecast process ensuring alignment with Emburse’s strategic goals while driving B/U accountability for financial results
• Own the revenue and bookings forecast across segments and product lines, partnering with sales leadership to build and maintain driver-based models
• Responsible for Revenue, Expense, and KPI reporting, while articulating business drivers of financial results and variances
• Collaborate cross-functionally across B/U operations to build alignment and credibility of analytical support for financial projections, initiatives, and investments
• Partner with the VP, FP&A and Strategic FP&A function to ensure integration of financial forecasts, analysis, and narratives within consolidated deliverables such as board reporting, long term financial planning, and financial reporting
• Ensure the integrity and analytical depth of financial metrics, working across CRM and billing systems to produce reliable, decision- grade data
• Lead and support transformation initiatives such as creation or enhancement of operating KPIs, automation through AI enablement and adoption, and standardization of reporting cadences
• Establish consistent analytical standards, modeling hygiene, and communication norms across the B/U FP&A function
• Coach and develop a team of four FP&A professionals to build a capable, insight-driven finance function

What you will Bring

• Bachelor’s degree in finance (MBA preferred) OR equivalent work experience
• 8+ years of progressive FP&A experience, with a track record of increasing responsibility
• 6+ years of experience in a leadership role
• Previous experience with full P&L ownership along with a deep understanding of SaaS Revenue and Expense drivers
• Strong command of GTM framework and metrics
• Ownership of planning and forecasting cycles, including annual budget, monthly forecast, and long-range plan
• Proven ability to build and maintain trusted relationships with senior business unit leaders
• Exceptional communication skills — able to deliver financial narratives to senior leadership that connect the numbers to the business and drive action
• History of building a best-in-class FP&A organization
• Utilization of CRM and billing system data (e.g., Salesforce, NetSuite)
• Ability to leverage AI (Claude, ChatGPT, Gemini) to create process efficiencies and automation