Director, Financial Planning & Analysis (FP&A)
Enavate
| Company | Enavate |
| Category | Finance |
| Location | Tampa |
| Remote | On-site (inferred) |
| Employment | Not stated |
| Level | Director |
| Salary | Not stated by the employer |
| Posted | 4 Aug 2026 |
| Last verified | 12 Aug 2026 |
| Source | Employer ATS (greenhouse) |
Description
Location: Tampa, FL Reports To: Chief Financial Officer
Position Summary
We are seeking a strategic, data-driven, and operationally minded FP&A leader to elevate our financial planning and analysis function and serve as a trusted advisor to executive leadership. This role is pivotal in driving business outcomes through financial insight, performance management, process optimization, and systems enhancement.
The Director of FP&A will lead the company's planning, forecasting, reporting, and analytical capabilities while partnering across the organization to improve decision-making, profitability, operational efficiency, and long-term value creation. The ideal candidate brings deep experience in SaaS and professional IT services environments, a proven ability to lead transformation initiatives, influence executive decision-making, and build high-performing teams.
Key Responsibilities
Strategic Leadership
Partner with the CFO and executive leadership team to define and execute the company's long-term financial strategy and vision.
Translate corporate strategy into actionable financial plans, key performance indicators (KPIs), and measurable business outcomes.
Develop financial models and business cases to support strategic initiatives, investments, acquisitions, and growth opportunities.
Establish FP&A as a trusted business partner and thought leader across the organization.
Support board, lender, and executive reporting by developing insights that highlight performance, risks, opportunities, and strategic recommendations.
Lead financial analysis supporting product investments, R&D initiatives, pricing strategies, and market expansion opportunities.
Monitor industry trends, competitive benchmarks, and emerging business risks to inform strategic decision-making.
Financial Planning & Performance Management
Lead the annual budgeting process, monthly/quarterly forecasting cycles, and long-range strategic planning activities.
Own forecasting methodologies for revenue, bookings, renewals, backlog, gross profit, EBITDA, cash flow, and key operational metrics.
Partner with business leaders to improve forecast accuracy, scenario planning, risk assessment, and financial accountability.
Develop and maintain enterprise-wide KPI frameworks and dashboards that drive performance visibility across the organization.
Conduct variance analysis and performance reviews, identifying trends, risks, and corrective actions.
Lead monthly and quarterly business reviews with executive leadership teams.
Business Partnership & Operational Excellence
Serve as the primary finance business partner to functional leaders across Sales, Delivery, Customer Success, Product, Technology, and Corporate Operations.
Challenge assumptions, provide strategic recommendations, and influence decisions related to investments, resource allocation, pricing, and operational priorities.
Partner with Sales and Customer Success leadership to evaluate pipeline health, conversion trends, renewals, churn, customer profitability, and revenue growth opportunities.
Collaborate with Delivery leaders to improve project profitability, utilization, capacity planning, workforce management, and resource allocation.
Partner with Finance Operations and Accounting teams to improve cash flow forecasting, working capital management, DSO performance, and liquidity planning.
Identify opportunities to improve margins, operational efficiency, and overall business performance.
Data, Systems & Transformation