Director, FP&A

As the Director of FP&A at Transfr, your main responsibilities will include leading the financial planning and analysis function, developing comprehensive three-statement financial models, preparing and presenting board materials, and working collaboratively with cross-functional teams to ensure alignment of financial strategy with business goals. Your role will be critical in optimizing performance through variance analysis and KPI tracking while also identifying financial risks and opportunities for strategic recommendations.

To be considered for the Director of FP&A role at Transfr, candidates should have at least 10 years of FP&A experience, ideally within a high-growth technology company. It’s essential to have expertise in financial modeling, three-statement forecasting, and scenario analysis. Additionally, experience in preparing executive-level presentations and a deep understanding of financial performance management will be crucial. A Bachelor's degree in finance, accounting, economics, or a related field is required, while an MBA or CFA is preferred.

Transfr is committed to empowering its Director of FP&A by fostering an engaging environment where strategic insights and innovative thinking are encouraged. The role involves collaboration with executive leadership and cross-functional teams, allowing transparency and communication to thrive. Transfr also emphasizes professional development, ensuring that the Director of FP&A has the tools and resources necessary to enhance financial processes, reporting frameworks, and make informed decisions that align with the company’s goals.

For the Director of FP&A role at Transfr, proficiency in financial planning software such as Adaptive Insights, Anaplan, or NetSuite is highly preferred. Strong Excel or Google Sheets skills for financial modeling and data visualization are essential. Additionally, familiarity with BI tools like Tableau or Looker, and an understanding of SaaS metrics and technology business models would give candidates an advantage in this fast-paced role.

The salary range for the Director of FP&A position at Transfr is expected to be between $160,000 and $175,000. The actual salary offered will depend on several factors, including the candidate’s experience, qualifications, and primary job location. In addition to a competitive salary, this role includes benefits such as stock options, a 401(k), and comprehensive medical, dental, and vision insurance.

In your answer, focus on specific financial modeling scenarios you have managed, the tools you used, and how these models influenced strategic decisions. Highlight your expertise in three-statement forecasting and any improvements you've brought to existing models.

Share your methodology for building a budget, emphasizing collaboration with cross-functional teams. Discuss how you address challenges related to rapid growth, like unexpected costs or resource allocation. Provide examples of past budgeting successes.

Detail your experience in preparing executive reports and board presentations. Highlight the types of insights you typically present and how you tailor your communication style to different audiences to ensure clarity and engagement.

Explain your process for selecting relevant KPIs and the tools you use for tracking them. Discuss how you ensure these metrics provide actionable insights that align financial performance with overall business strategy.

Share a specific example demonstrating your analytical skills. Discuss how you identified the risk, your analysis, and the recommendations you made to leadership, as well as the outcome of your actions.

Discuss the processes you implement for validation and review of financial data. Talk about the importance of technology in improving efficiency, and provide examples of changes you made that led to improved reporting accuracy.

List the financial planning tools you are familiar with and how you have used them in your past roles. Be sure to mention any specific outcomes or improvements your use of these tools has facilitated.

Describe your approach to making complex financial information accessible to non-specialists. Share examples of how you’ve successfully communicated important financial concepts to promote understanding and support decision-making.

Detail your strategic approaches to forecasting, including any specific techniques, models, or tools you leverage to ensure accuracy. Discuss how you consider varying market conditions and stakeholder inputs into your forecasts.

Share your conflict-resolution strategy, emphasizing your communication skills and ability to foster collaboration. Provide a real-world example where you successfully navigated a disagreement to achieve a positive outcome for all parties involved.