The Role
Lead FP&A initiatives to drive EBITDA growth by improving gross margin, optimizing CAPEX and cloud infrastructure spend, and streamlining cross-functional processes. Partner with Operations, Care, and Product to build analytical models, establish KPIs, evaluate technology ROI, and implement automation. Drive adoption of FP&A systems, standardize planning and reporting, and translate financial insights into measurable operational changes.
Summary Generated by Built In
Rightworks offers the only intelligent cloud purpose-built for accounting firms and professionals. Backed by award-winning support, our fully managed IT and applications ensure customers have secure, reliable, on-demand access to their technology. We provide a curated software ecosystem that simplifies the complexity of running an accounting firm or small business, supported by a community of thought leaders, peer networks, and educational resources. Our success is made possible by leveraging decades of specialized experience in leading accounting firms, SMBs and technology companies. Thousands of Firms and SMBs count on us to run their business every day.
We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect.
Job Overview
Rightwork’s Financial Planning and Analysis team is seeking a Director FP&A, Operations and Value Creation to help execute the company’s vision of long-term profitable growth. This person will play a critical role in driving financial planning and analysis activities related to EBITDA growth, with a focus on improving gross margin and optimizing capital expenditures. This is a highly visible role requiring the candidate to partner closely with business leads at various levels. The ideal candidate will be a self-motivated finance professional who takes initiative, drives projects to completion, and consistently identifies opportunities to improve processes and outcomes.
Preference given to candidates who can work two days per week out of the Nashua, NH office.
Responsibilities
Eligibility Requirements
Compensation
Our Compensation range for this role ranges from $170,000 to $190,000 annually, and is determined based on factors such as relevant experience, skills, and internal equity.
Benefits
To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off. We are proud to be an Equal Opportunity Employer!
We have a great team, we’re growing fast and have a winning culture based on innovation, teamwork, and mutual respect.
Job Overview
Rightwork’s Financial Planning and Analysis team is seeking a Director FP&A, Operations and Value Creation to help execute the company’s vision of long-term profitable growth. This person will play a critical role in driving financial planning and analysis activities related to EBITDA growth, with a focus on improving gross margin and optimizing capital expenditures. This is a highly visible role requiring the candidate to partner closely with business leads at various levels. The ideal candidate will be a self-motivated finance professional who takes initiative, drives projects to completion, and consistently identifies opportunities to improve processes and outcomes.
Preference given to candidates who can work two days per week out of the Nashua, NH office.
Responsibilities
- Gross Margin & Cost Efficiency Ownership
- Ensure accurate forecasting of Cost of Sales GL accounts
- Partner with Operations organization to develop analytical models providing data-driven guidance on cloud infrastructure spend
- Partner with Care organization to develop and utilize support and onboarding models tied to customer and revenue growth
- Partner with Operations, Care, and Product to identify cost drivers, implement structural improvements, and improve gross margin.
- Translate financial insights into operational changes with measurable impact
- Develop and maintain capital expenditure budgets in collaboration with Operations organization
- Partner with Operations on infrastructure strategy, capacity planning, and capital allocation
- Evaluate ROI of technology investments and vendor decisions
- Identify cross-functional inefficiencies and lead initiatives to streamline workflows and reduce friction
- Establish KPIs and tracking mechanisms to measure operational effectiveness
- Identify opportunities to leverage AI and automation to reduce cost and improve productivity
- Drive adoption and full utilization of the Drivetrain FP&A platform to improve forecast accuracy, reporting automation, and operational visibility
- Standardize planning cadences, reporting packages, and KPI reviews across departments to improve accountability and decision-making
- Improve integration of operational metrics, headcount planning, bookings, and revenue forecasting into financial planning processes
- Reduce reliance on manual spreadsheets and fragmented reporting through systemization and process automation
- Partner cross-functionally with department leaders to improve budget ownership, variance analysis, and forward-looking planning discipline
- BA/BS degree in relevant field
- 10+ years of experience in corporate finance, preferably with a focus on expense management. Prior experience in technology and software industry preferred
- Results-driven, with a strong ability to work independently and deliver on goals.
- Deep understanding of cloud infrastructure cost models preferred
- Exceptional analytical skills and the ability to simplify the complex, drive decisions, and drive results in a fast-paced dynamic environment
- Excellent verbal and written communication and presentation skills, effectively influencing senior stakeholders and narrating models and results to senior leaders in a useful, concise, and outcome-oriented way
- Strong interpersonal skills and ability to interact and build working relationships at all levels
- Problem solving and continuous improvement orientation
- Advanced excel skills. Experience with financial systems such as Sage Intacct, Drivetrain, PowerBI and SFDC.
Eligibility Requirements
- This role is open to US Citizens or permanent residents authorized to work in the United States. Rightworks LLC is unable to offer visa sponsorship.
- Due to specific state regulations, we are unable to accept applications from residents of California, Hawaii, or Alaska.
- Relocation will not be offered for this position.
Compensation
Our Compensation range for this role ranges from $170,000 to $190,000 annually, and is determined based on factors such as relevant experience, skills, and internal equity.
Benefits
To provide best-in-class solutions, we need a best-in-class team. We offer competitive salaries to recruit the best talent. We provide company-paid short and long-term disability insurance, life insurance and a generous 401K match. We offer highly affordable medical, dental, vision coverage, and many other valuable benefits. We offer flexible PTO, and numerous paid holidays, affording you the time to be there for what is important in your life. We encourage giving back to our communities by providing paid volunteer time off. We are proud to be an Equal Opportunity Employer!
Skills Required
- BA/BS degree in relevant field
- 10+ years of experience in corporate finance with a focus on expense management
- Prior experience in technology and software industry
- Deep understanding of cloud infrastructure cost models
- Exceptional analytical skills and ability to simplify complex issues
- Excellent verbal and written communication and presentation skills; influence senior stakeholders
- Strong interpersonal skills and ability to build relationships at all levels
- Problem solving and continuous improvement orientation
- Advanced Excel skills
- Experience with financial systems such as Sage Intacct, Drivetrain, Power BI and SFDC
- Ability to work two days per week in Nashua, NH (preference)
- Must be US Citizen or permanent resident; employer cannot offer visa sponsorship
- Cannot accept applications from residents of California, Hawaii, or Alaska
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The Company
What We Do
At Rightworks, we propel the accounting profession forward with the only intelligent cloud that is purpose-built for accounting firms and professionals. More US-based accounting firms partner with Rightworks than any other cloud service provider in our space. And that’s because we are so much more—offering premier managed security services and an established, always-here community where accounting professionals share best practices and proven strategies—all within a supportive, non-competitive environment. Rightworks has everything firms and professionals require to elevate client service, empower teams to greatness and fuel long-term, sustainable success. Rightworks helps accounting firms and professionals elevate every aspect of operations via a comprehensive, unified solution portfolio to operate their businesses and serve clients with natural confidence. With a single partner supporting operations at every level, success is inevitable. We are headquartered in Nashua, NH, with more than 600 employees in the United States.
