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Job Description
Rewarding full-time opportunity available for a data-driven leader, collaborator, and problem solver! Before we tell you about the job, here's what you should know about us. At Alliance, we're on a mission to be the largest independent human capital management (HCM) company in the U.S.! We empower small to mid-sized businesses with our innovative, cloud-based technology and unique single-database platform for managing payroll, HR, benefits, onboarding, and more. As the second-largest privately held payroll provider in the nation, we're dedicated to delivering top-notch HCM solutions. When you join our dynamic team, you'll find more than just a job; you'll be part of a supportive community that celebrates your success and inspires you to reach new heights. Let's grow together and make a lasting impact!
POSITION DETAILS
Role:
Financial Planning & Analysis Director Location:
The Woodlands, Texas Pay:
Competitive salary based on experience and qualifications
Schedule:
Hybrid remote position with 3 days per week in-office
THE IMPACT YOU'LL MAKE AS OUR FINANCIAL PLANNING & ANALYSIS DIRECTOR
Financial Reporting Overseeing the completion and delivery of internal and external financial reports and packages Ensuring accuracy, compliance, and timeliness in all activities Supporting management reporting infrastructure across multiple metrics (P&L, cash flow, balance sheet, and operations) Creating KPI dashboards and scorecards for the board and department heads Explaining the delta, significance, and appropriate response to variances Executive Reporting Preparing financial content for board decks, including scenario analyses and
ARR/EBITDA
waterfalls Collaborating with the CFO to shape the company's financial narrative and strategic planning Forecasting Creating comprehensive driver-based, three-statement financial models for budgets, rolling forecasts, and multi-year strategies Stress-testing growth, retention, and margin assumptions Leading all aspects of the annual budget process Collaborating with department heads and serving as the organization's finance partner Profitability Analysis Measuring product, partner channel, service line, and customer segment profitability Analyzing pricing structures, ARR composition, and revenue quality metrics to support data-driven improvements Monitoring retention, expansion, and churn trends as well as SaaS KPIs (NRR, CAC, LTV, and unit economics)
FINANCIAL PLANNING & ANALYSIS DIRECTOR CRITERIA
Our ideal Financial Planning & Analysis Director has experience with HCM, payroll, workforce management, service-heavy SaaS, M&A diligence, integration planning, and/or PE-backed reporting. Proficiency with
SQL, FP&A
tools, and accounting systems would be preferred. Requirements Bachelor's degree in a field like finance, accounting, or economics 8+ years of progressive experience in FP&A and/or financial reporting at a SaaS, recurring-revenue, or subscription-based business Experience building driver-based, three-statement models and owning multi-year forecasts Proven track record of owning management reporting infrastructure Experience running full-budget cycles and producing board-ready materials Advanced Excel proficiency Ability to translate complex financial analysis into clear, precise executive-level narratives Competencies Ability to take full ownership of outcomes Ability to identify gaps and implement solutions with minimal direction Ability to model, report, and analyze data to support data-driven decisions Ability to set high accuracy, consistency, and clarity standards Ability to confidently deliver executive-level presentations Ability to build trust with non-finance stakeholders and translate financial insights into operational guidance
BENEFITS PACKAGE
Performance bonuses 100% paid health, vision, dental, life, and LTD insurance 401k with match Personal and professional development Help build and shape a great tax team Entrepreneurial culture Make a meaningful difference with us! Apply today with our initial, mobile-friendly application!
