Director, Financial Planning & Analysis

Posted 4 Days Ago
Be an Early Applicant
Lawrenceville, GA, USA
In-Office
Senior level
Software • Analytics • Business Intelligence
The Role
Lead FP&A function, drive annual planning and rolling forecasts, partner with executive and GTM teams, build SaaS metrics and multi-year models, support investor/board reporting, improve FP&A tech stack, and deliver financial analysis for strategic decisions and M&A evaluation.
Summary Generated by Built In

M3 (www.m3as.com) is a leading provider of hospitality-specific software solutions, delivering cloud-based tools for hotel accounting, financial reporting, labor management, payroll, and business intelligence. Built by hoteliers for hoteliers, M3 empowers hotel owners, operators, and management companies to streamline back-office operations, reduce costs, gain real-time insights, and drive portfolio performance across thousands of properties in North America and beyond.

Description Summary:     

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. 

Essential Duties:

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 

Education/Training/Experience: 

  • 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 

Skills Required

  • 8+ years of progressive finance experience (investment banking, corporate finance, or comparable role in technology/subscription software)
  • Prior exposure to a private equity (PE)-backed environment
  • Deep fluency in SaaS financial metrics and recurring revenue models (ARR, net retention, churn, CAC/LTV)
  • Advanced financial modeling skills; ability to build models 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 related field
  • MBA, CPA, or CFA
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Lawrenceville, GA
266 Employees
Year Founded: 1998

What We Do

The best back-office hosted software solution provider for the Hospitality Industry. We provide accounting, business intelligence, and payroll solutions across all brands and independent hotels in the U.S. and Canada. Our enterprise level solution allows franchisees access to their financial and operating information in real-time with user friendly reports. Our clients are able to reduce overhead and labor by leveraging our solutions to remain competitive in the industry.

Similar Jobs

In-Office
Atlanta, GA, USA
4400 Employees
In-Office
2 Locations
72000 Employees

Sprout Social Logo Sprout Social

Senior Director, Financial Planning and Analysis (GTM)

Marketing Tech • Social Media • Software • Analytics • Business Intelligence
Easy Apply
Remote or Hybrid
US
1400 Employees
200K-255K Annually

Distro Logo Distro

Director of Financial Planning & Analysis

Artificial Intelligence • Sales • Software • Automation
In-Office
Duluth, GA, USA
11 Employees
125K-150K Annually

Similar Companies Hiring

Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account