Director of Financial Operations and Risk

Job Description Summary

Highly experienced SaaS leader and strategic P&L ownership partner. Combines deep commercial and financial expertise with hands‑on operational involvement in CS execution. Drives revenue-to-gross‑margin performance owns productivity initiatives leads CS finance cadences acts as central CS contact for commercial & risk matters ensures alignment between sales commitments and CS delivery and oversees high‑risk cash collections/reserves.

Job Description

Roles and Responsibilities:

• Manage end‑to‑end CS P&L Financials partner with GP Finance team: lead revenue recognition & close cycles cost‑to‑revenue allocation gross margin analysis variance bridges multi‑period roll‑forwards full forecasting (short‑term rolling long‑range scenario‑based) and ARR bridge integrity (net new/expansion/contraction/churn NRR/GRR decomposition revenue waterfalls)
• Lead comprehensive planning & budgeting process: build/govern annual budgets rolling forecasts multi‑year long‑range plans growth scenario modeling and headcount/investment projections aligned to CS strategic goals
• Govern capital allocation & ROI framework for CS investments: support headcount management tooling services scaling evaluations and growth projects through NPV/IRR modeling payback analysis and post‑investment ROI tracking to ensure highest‑return resource allocation
• Oversee high‑risk AR & reserve management plus pricing/unit economics: accelerate >90‑day super‑delinquent accounts for recovery (CS/Sales coordination relationship‑preserving tactics); model bad debt reserves monitor DSO; drive pricing/packaging governance for CS expansions/renewals and own unit economics deep‑dive (cost‑to‑serve LTV proxies cohort gross margin decay contribution margin by contract type)
• Co‑own key CS business drivers: renewals land & expand adoption churn prevention NRR gross margin expansion services delivery profitability upsell/cross‑sell velocity cost‑per‑renewal efficiency professional services margin realization
• Design and lead all the CS finance & operational cadences owning and facilitating all weekly pacing meetings across CS functions and regions (weekly business reviews QBR planning renewal sessions services pipeline reviews etc.)
• Own productivity play identification prioritization and implementation to optimize operations resource efficiency and cost‑to‑serve; partner on headcount planning capacity modeling resource allocation and gross margin improvement initiatives (contract economics reduced concessions operational leverage)
• Support CS leadership meetings: provide actionable insights/scenario modeling for lifetime value maximization; monitor/optimize services economics (revenue/cost per hour realization rates project profitability); manage budget over/under‑runs with corrective actions and re‑forecasting
• Partner proactively with Sales Commercial Ops and Legal throughout the deal cycle (early structuring finalization) to identify risk/margin/cash‑flow/execution issues; provide direct input on structuring pricing terms concessions; maintain ongoing advisory connectivity on deal models pricing frameworks discounts ramps usage‑based constructs policy evolution; collaborate closely with Legal
• Serve as central CS point of contact for all commercial/risk matters; conduct detailed pre‑execution review and mitigation of commercial terms (T&C pricing deviations payments SLAs liability multi‑year commitments); identify/address financial/cash‑flow/credit/contractual risks before CS handoff
• Act as final sign‑off/escalation point for non‑standard/high‑risk terms; translate signed agreements into reliable CS forecasts operational plans resource requirements for alignment across Sales/Legal/CS
• Lead structured feedback loop from CS execution back to Sales/Commercial Ops/Legal: analyze problematic deals diagnose root causes in structuring/assumptions drive preventive improvements to guidelines/templates/pricing/approvals/risk frameworks ensuring continuity between sold and profitably executed/collected
• Act as custodian of all CS finance & operations data: own governance integrity quality single source of truth access controls master data management cross‑functional reliability
• Design/build/maintain comprehensive self‑service dashboards & KPIs (Looker/Tableau/etc.) covering revenue health productivity/efficiency margin/economics services delivery operational metrics (ARR variants cost‑to‑serve revenue per FTE services realization/utilization project margins budget variance backlog/conversion etc.)
• Automate manual processes (revenue waterfalls forecasting templates variance tracking productivity reporting services invoicing reconciliation)
• Champion data‑driven decision making across CS by delivering reliable timely actionable insights accessible to all levels

Required Qualifications:

• Bachelors degree or diploma in a relevant field from an accredited university or college
• 10 years progressive SaaS finance/commercial operations experience ideally blending Commercial Finance and Customer Success/Post‑Sales
• Proven track record owning revenue‑to‑gross‑margin P&L in customer‑facing unit
• Deep SaaS metrics knowledge (ARR NRR churn CAC payback gross margin)
• Strong commercial acumen: reviewing/structuring/risk‑assessing complex B2B contracts/pricing
• Strong operational acumen: Productivity KPIs etc..
• Strong communication skills in English
• This role requires around 10% travel globally

Desired Characteristics:

• Advanced modeling (Excel/Google Sheets) SQL proficiency BI tools (Looker/Tableau/Power BI)
• Excellent judgment balancing commercial speed with financial/operational discipline
• Cross‑functional executive influence without direct authority
• CPA/CFA/MBA/Masters a plus (not required)

Additional Information

Relocation Assistance Provided: No

Required Experience:

Director

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