Coupa is seeking a highly strategic and analytical Director of FP&A to lead financial planning and analysis for our global Value Services organization. Reporting directly to the VP of FP&A, this critical role will partner closely with the Chief Customer Officer (CCO) and their leadership team to provide insightful financial guidance, drive strategic decision-making, and optimize performance across the organization.
In this role, you will support a massive, global operation encompassing the Customer Success, Professional Services, Education, Enablement, Support, and Services Operations teams. With a footprint of nearly 1,000 employees and over $120M in annual spend, you will thrive in a fast-paced environment, delivering high-quality, precise financial analysis under tight deadlines. You will act as a key financial steward and strategic partner, embracing the CCO leadership team's focus on innovation, AI transformation, fiscal responsibility, and a rigorous commitment to financial precision.
What You'll Do:
- Strategic Business Partnering: Serve as the primary financial partner to the Chief Customer Officer and the Value Services leadership team, providing strategic insights and recommendations to support business growth, AI transformation initiatives, and strict financial targets.
- Team Leadership: Manage, mentor, and develop a high-performing team of 3 FP&A professionals (1 Senior Manager, 2 Analysts), fostering a culture of accuracy, accountability, and continuous development.
- Financial Planning & Analysis: Lead the annual budgeting, long-range planning, and monthly forecasting processes for the Customer Success, Professional Services, Education, Enablement, Support, and Services Operations teams ($120M+ annual spend). Drive forecasting, reporting, and analysis for top-line revenue metrics, including bookings, billings, and revenue across both one-time and recurring professional services.
- Performance Reporting & Analysis: Develop and maintain robust financial models and reporting to track key metrics, including headcount/capacity modeling, Professional Services and Managed Services (MS) margins, MS ARR, T&E, contractor spend, and weekly/monthly BvA (Budget vs. Actuals) scorecards.
- Ad-Hoc Analysis: Conduct complex ad-hoc financial analyses to support strategic initiatives, evaluate new programs, and inform critical business decisions.
- Executive & Board Reporting: Prepare high-quality presentations and financial summaries for executive leadership, ensuring clarity, accuracy, and adherence to tight deadlines.
- Process Improvement: Identify and implement opportunities to improve financial processes, systems, and reporting capabilities to enhance efficiency and accuracy within the Value Services finance function.
- Cross-Functional Collaboration: Collaborate closely with other FP&A teams, Accounting, Value Services Operations, and HR to ensure alignment and consistency in financial reporting and headcount planning.
- Headcount & Spend Controls: Support and enable your team to actively manage and reconcile headcount planning, oversee requisition and offer approvals, and meticulously review procurement requests to ensure strict alignment with forecasts and budgets.
What You Will Bring to Coupa:
- Industry Experience: Prior experience directly supporting a SaaS Professional Services organization is required.
- Experience Level: 10+ years of progressive experience in FP&A in a fast-paced, high-growth technology company.
- Executive Presence: Proven track record of strategic business partnering with C-suite and executive-level stakeholders.
- Technical Expertise: Expert-level financial modeling and analytical skills, with the ability to translate complex data into actionable insights.
- Communication Skills: Exceptional communication and presentation skills, with the ability to articulate complex financial concepts clearly and concisely to both financial and non-financial audiences.
- Execution & Accuracy: Demonstrated ability to work independently, manage multiple priorities, and deliver high-quality work with a high expectation of detailed accuracy under tight deadlines.
- Systems Proficiency: Advanced proficiency in Microsoft Excel and PowerPoint. Experience with the financial planning software Anaplan is strongly preferred. Familiarity with leveraging Generative AI tools (e.g., Copilot, ChatGPT, Gemini) to enhance data analysis, automate workflows, and drive productivity is highly desirable.
- Education: Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA is a plus.
Skills Required
- Prior experience directly supporting a SaaS Professional Services organization
- 10+ years of progressive FP&A experience in a high-growth technology company
- Proven strategic business partnering with C-suite and executive-level stakeholders
- Experience managing and mentoring an FP&A team (managing ~3 FP&A professionals)
- Expert-level financial modeling and analytical skills
- Experience leading annual budgeting, long-range planning, and monthly forecasting
- Experience with forecasting/reporting for bookings, billings, revenue (one-time and recurring)
- Strong experience preparing executive and board-level financial presentations
- Advanced proficiency in Microsoft Excel and PowerPoint
- Bachelor's degree in Finance, Accounting, Economics, or related field
- Exceptional communication and presentation skills
- Ability to work independently, manage multiple priorities, and deliver accurate work under tight deadlines
- Experience with headcount planning, requisition/offer approvals, and procurement review controls
- Experience with the financial planning software Anaplan
- Familiarity leveraging Generative AI tools (e.g., Copilot, ChatGPT, Gemini) to enhance analysis and automation
- MBA
What the Team is Saying
Coupa Compensation & Benefits Highlights
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Healthcare Strength — Health, dental, vision, and mental‑wellness resources for employees and dependents begin on the first day of employment. Recent updates to health‑insurance programs this year indicate active management of core coverage.
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Leave & Time Off Breadth — Flexible Time Off, floating holidays, paid parental leave, and dedicated volunteer time off are emphasized as part of standard offerings. A global minimum vacation allowance outside the U.S. is also advertised.
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Retirement Support — Competitive compensation is paired with retirement savings programs, including a U.S. 401(k) with company match. An Employee Stock Purchase Plan is also referenced as part of long‑term financial support.
Coupa Insights
What We Do
Coupa is a global technology company that helps businesses run smarter by connecting all the ways they spend money — from procurement and expenses to payments and supply chain decisions — in one intelligent platform. In simple terms, Coupa gives organizations the visibility and control they need to make better financial choices, reduce waste, and drive real impact. It’s where technology meets purpose: helping companies manage their resources more responsibly while creating a positive ripple across their people, partners, and the planet.
Why Work With Us
At Coupa, we prioritize an inclusive and empathetic workplace where every voice is valued. Our teams are proactive and accountable, ensuring we collaborate effectively to achieve our goals. The foundation of our culture rests on our people; we believe in fostering an environment that encourages innovation and curiosity.
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Coupa Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Our virtual-first approach is intentional. It gives you the freedom to do your best work in a space that supports focus, balance, and creativity, while staying connected to a global team of changemakers who are redefining the future of business spend
