Director, Finance, Planning, and Analysis

As Director, Finance, Planning and Analysis at Activ. Trak, you'll own the company's forecasting, budgeting and financial reporting infrastructure — giving the CFO and leadership team a clear, current view of the business at all times. This is an individual contributor role. You'll: Build and maintain the annual budget, quarterly forecasts and long-range financial model Work with Finance for monthly and quarterly reporting — variance analysis, KPI dashboards, and the board reporting calendar and cadence Build and maintain SaaS metrics tracking and analysis: ARR, NRR, CAC, LTV and rule of 40 Partner with department leaders on budget ownership and monthly spend accountability Contribute to active finance initiatives, including product-line profitability reporting across business segments and new billing infrastructure for usage-based products, modeling scenarios for pricing, evaluating GTM investments Act as first reviewer and approver of redlined customer contracts, evaluating financial and commercial terms before Legal review Lead rollout of a new contract approval workflow, including implementation of a workflow/contract management tool and ownership of the contract inventory process Support fundraising and diligence processes with data room materials and financial models, under the CFO's direction Partner with Finance, Revenue Operations and Business Operations to ensure data integrity across systems Requirements 7+ years in FP&A or corporate finance, ideally with SaaS exposure Proven track record building financial models and budgets in a high-growth environment Strong command of SaaS metrics and unit economics Advanced Excel/Google Sheets; experience with Net.

Suite, Cube, Salesforce and Power BI (or similar platforms) a plus Experience reviewing or redlining commercial software contracts a plus Experience presenting to executive leadership and/or a board Strong analytical mind, comfortable moving between detail and narrative CPA is a strong advantage BSc/BA in Accounting, Finance or a relevant field; MSc/MBA is a plus Benefits Work environment Competitive compensation and benefits Position is remote within US (Austin, TX location preferred) Minimal travel Limited physical demands This is an incredible opportunity to embark on an exciting journey with a dynamic, VC-backed company.

If you have a proven track record of creative thinking, a drive for learning, and a deep commitment to collaboration, we want to talk to you! Activ. Trak is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Activ. Trak does not discriminate on the basis of race, color, religion, sex, national origin, political affiliation, sexual orientation, marital status, disability, age, protected veteran status, gender identity or any other factor protected by applicable federal, state or local laws.