Job Description

We are seeking a Director, Financial Planning & Analysis (FP&A) to play a critical role in scaling our finance function as we prepare for our next phase of growth toward a potential IPO. This is a high‑impact, high-visibility role that combines hands‑on financial ownership with strategic partnership with business leaders.

Reporting to the Associate Vice President of FP&A, this role will be the owner of budgeting, forecasting, and analytics for Professional Services Revenue, Subscription & Services Cost of Goods Sold (COGS), Research & Development (R&D), and General & Administrative (G&A) functions while also serving as a trusted advisor on gross margin and EBITDA margin expansion.

This position is ideal for a finance leader who thrives in a fast‑paced SaaS environment, enjoys influencing decision‑making, and can translate complex data into clear business insights, consistent with expectations seen in pre‑IPO SaaS FP&A roles.

Responsibilities

Financial Planning, Budgeting & Forecasting

Own the annual operating plan, quarterly reforecasts, and monthly performance tracking for PS Revenue and for COGS, R&D, and G&A cost centers.
Develop and maintain driver‑based financial models that link operational metrics (headcount, cloud usage, vendor spend) to financial outcomes.
Partner closely with Accounting team to ensure forecast integrity, accurate actuals tracking, and consistent P&L presentation.
Lead variance analysis (Actuals vs. Budget/Forecast) with clear, actionable commentary for senior leadership.

Strategic Business Partnership

Act as the primary finance business partner to Delivery, Engineering, Product, Infrastructure/Cloud, and Corporate Functions.
Influence resource allocation decisions by evaluating ROI of R&D investments, productivity trends, and spend efficiency.
Support executive decision‑making through scenario modeling, sensitivity analyses, and ad‑hoc strategic analyses.
Help establish financial rigor and discipline while maintaining agility typical of high‑growth SaaS organizations.

Margin Analysis & Value Creation

Drive gross margin improvement initiatives, including:
COGS classification and cost transparency
Cloud infrastructure and vendor cost optimization
Cost allocation methodologies across products and platforms
Identify and quantify opportunities to improve EBITDA margin, working cross‑functionally to balance growth investments with operating leverage.
Build long‑term models that link margin expansion initiatives to overall enterprise value creation, consistent with pre‑IPO expectations.

Executive & Board‑Level Support

Prepare clear, concise executive‑ready presentations for leadership and board reviews covering financial performance, outlook, and key risks/opportunities.
Contribute to long‑range planning (LRP) and multi‑year models supporting capital planning and IPO readiness.
Ensure financial insights are translated into intelligible narratives for non‑finance stakeholders.

Process, Systems & Team Development

Continuously improve FP&A processes, tools, and reporting cadence to support scale.
Drive automation and standardization using FP&A systems, BI tools, and advanced Excel/Sheets models.
Mentor and review work of analysts and managers, helping build and maintain a high‑performing FP&A team aligned with public‑company standards

Qualifications

15+ years of progressive experience in FP&A, Strategic Finance, or Corporate Finance, preferably in SaaS or subscription‑based businesses.
Demonstrated ownership of PS Revenue, COGS, R&D, or G&A forecasting in a high‑growth environment.
Deep understanding of SaaS unit economics, gross margin drivers, and operating leverage.
Advanced financial modeling skills (Excel); experience with FP&A tools (Anaplan) and BI platforms (Power BI) is a plus.
Strong business partnering skills with the ability to influence senior stakeholders.
Excellent communication skills with experience presenting to executive leadership.

Preferred Qualifications

Pre‑IPO or IPO‑readiness experience at a SaaS company.
Exposure to cloud infrastructure cost modeling (Azure).
Experience with long‑range planning, 3‑statement models, or board‑level reporting.
CA, CPA, or MBA preferred but not required.

Why This Role Is Compelling

Strategic scope: Direct impact on margin expansion and long‑term value creation.
Visibility: Regular interaction with executive leadership and preparation for public‑company rigor.
Scale: Opportunity to help shape FP&A processes as the company transitions toward IPO.
Ownership: Clear accountability for major P&L cost areas with the ability to influence outcomes.

About Us

Icertis is the global leader in AI-powered contract intelligence. The Icertis platform revolutionizes contract management, equipping customers with powerful insights and automation to grow revenue, control costs, mitigate risk, and ensure compliance - the pillars of business success. Today, more than one third of the Fortune 100 trust Icertis to realize the full intent of millions of commercial agreements in 90+ countries.

About The Team

Who we a re: Icertis is the only contract intelligence platform companies trust to keep them out in front, now and in the future. Our unwavering commitment to contract intelligence is grounded in our FORTE values—Fairness, Openness, Respect, Teamwork and Execution—which guide all our interactions with employees, customers, partners, and stakeholders. Because in our mission to be the contract intelligence platform of the world, we believe how we get there is as important as the destination.

Icertis, Inc. provides Equal Employment Opportunity to all employees and applicants for employment without regard to race, color, religion, gender identity or expression, sex, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Icertis, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. If you are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to [HIDDEN TEXT] or get in touch with your recruiter.

Director – Financial Planning & Analysis