Director, Financial Planning & Analysis

We are looking for a Director of FP&A to lead M3's financial planning and analysis function and serve as a key driver of business results across the organization, reporting directly to the CFO.  
 
The ideal candidate is a hands-on operator who can partner with the executive leadership team and partner to create visibility and drive results. The ideal candidate is a hands-on operator who partners with the broader M3 leadership team to create financial and operational visibility, sharpen decision-making, driving results, and presenting findings to senior leadership or a PE sponsor. 

The duties listed below are the essential functions of this position, and they may change as the needs of the company demand. All associates are expected to do what is necessary to get the work done and to cooperate fully with their supervisor’s requests for additional or altered duties.

• Partner with the CEO, CFO, and executive leadership team to translate business strategy into financial plans, resource allocation decisions, and measurable outcomes 
• Own the annual operating plan and rolling forecast processes, building bottoms-up models that reflect operational reality and drive accountability across the business 
• Serve as the primary finance partner to Sales, Revenue Operations, and Customer Success, bringing financial structure to go-to-market decisions and performance measurement through company KPIs 
• Evaluate new business initiatives, pricing strategies, product investments, and M&A opportunities with clear, well-framed financial analysis 
• Develop and maintain a multi-year financial model that supports board-level and sponsor reporting, scenario planning, and long-range strategic thinking 
• Build and maintain SaaS metrics reporting -- ARR, net retention, churn, CAC/LTV -- with reliable, auditable data sources that the business can trust 
• Lead the monthly reporting process for internal, investor, and lender audiences, delivering variance analysis and narrative commentary that surfaces the right insights at the right level of detail 
• Drive improvements to the FP&A tech stack, including NetSuite, Power BI, and subscription billing data infrastructure, to reduce manual work and increase analytical leverage 
• Own analytical deliverables directly -- building models, preparing analysis, and establishing repeatable frameworks 
• Prepare materials and support investor relations efforts, including quarterly board meetings and Blackstone portfolio reviews 

• 8+ years of progressive finance experience, including investment banking, corporate finance, or a comparable role within a fast-paced technology or subscription software business 
• Prior exposure to a PE-backed environment strongly preferred 
• Deep fluency in SaaS financial metrics and recurring revenue models 
• Advanced financial modeling skills; ability to build from scratch and stress-test assumptions 
• Experience with NetSuite or a comparable ERP; comfort with BI tools (Power BI, Tableau, or similar) 
• Bachelor's degree in Finance, Accounting, or a related field required; MBA, CPA or CFA a plus