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
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Overseeing the completion and delivery of internal and external financial reports and packages
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Ensuring accuracy, compliance, and timeliness in all activities
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Supporting management reporting infrastructure across multiple metrics (P&L, cash flow, balance sheet, and operations)
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Creating KPI dashboards and scorecards for the board and department heads
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Explaining the delta, significance, and appropriate response to variances
Executive Reporting
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Preparing financial content for board decks, including scenario analyses and ARR/EBITDA waterfalls
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Collaborating with the CFO to shape the company's financial narrative and strategic planning
Forecasting
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Creating comprehensive driver-based, three-statement financial models for budgets, rolling forecasts, and multi-year strategies
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Stress-testing growth, retention, and margin assumptions
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Leading all aspects of the annual budget process
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Collaborating with department heads and serving as the organization's finance partner
Profitability Analysis
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Measuring product, partner channel, service line, and customer segment profitability
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Analyzing pricing structures, ARR composition, and revenue quality metrics to support data-driven improvements
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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
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Bachelor's degree in a field like finance, accounting, or economics
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8+ years of progressive experience in FP&A and/or financial reporting at a SaaS, recurring-revenue, or subscription-based business
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Experience building driver-based, three-statement models and owning multi-year forecasts
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Proven track record of owning management reporting infrastructure
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Experience running full-budget cycles and producing board-ready materials
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Advanced Excel proficiency
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Ability to translate complex financial analysis into clear, precise executive-level narratives
Competencies
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Ability to take full ownership of outcomes
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Ability to identify gaps and implement solutions with minimal direction
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Ability to model, report, and analyze data to support data-driven decisions
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Ability to set high accuracy, consistency, and clarity standards
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Ability to confidently deliver executive-level presentations
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Ability to build trust with non-finance stakeholders and translate financial insights into operational guidance
BENEFITS PACKAGE:
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Performance bonuses
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100% paid health, vision, dental, life, and LTD insurance
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401k with match
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Personal and professional development
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Help build and shape a great tax team
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Entrepreneurial culture
Make a meaningful difference with us! Apply today with our initial, mobile-friendly application!
