The Role
Lead the financial planning and analysis at WebFX, building critical financial infrastructure, mentoring a team member, and enhancing reporting for PE sponsors.
Summary Generated by Built In
About WebFX
WebFX is a $100M+ revenue, PE-backed digital marketing and revenue intelligence company headquartered in Harrisburg, PA, with offices across York and Lancaster, PA; Detroit/Ann Arbor, MI; St. Pete/Tampa and Ft. Myers, FL; Cape Town, South Africa; and Guatemala City, Guatemala. We are growing double digits year over year, carry 97% recurring revenue, and operate a four-layer business model combining services, software, data, and AI. Our owned asset portfolio includes RevenueCloudFX, our proprietary marketing attribution and intelligence platform; Nutshell CRM, a growing SMB customer relationship management platform; OmniSEO, our AI-powered SEO platform; TeamAI, our internal and client-facing AI agent platform; and SEO.com, one of the most valuable domain assets in the search industry. We are approaching an important strategic transition in 2027 and are building the financial infrastructure and leadership team to execute it with excellence.
What We're Looking For
You will be the financial engine that powers WebFX through one of the most consequential periods in its history. This is not a maintenance role. You are building financial infrastructure from near-scratch in several critical areas, mentoring a FP&A team member, and owning the deliverables that will define how sophisticated buyers and sponsors evaluate this business in 2027 and beyond.
You will work directly alongside a CFO with deep PE-transaction experience who is invested in your development. The ceiling for this role is defined by your performance, not by an org chart.
What You'll Own
Financial Infrastructure and Planning
-Build and own the rolling 6-quarter financial forecast — this is your most immediate and critical deliverable
-Develop and maintain the annual budget model, monthly reforecast, and variance analysis framework
-Own the EBITDA add-back tracker and proactively identify every permitted adjustment each month without being asked
-Build and maintain ARR bridge, MRR roll-forward, NRR cohort analysis, and CAC and LTV models that tell the business story clearly
-Design and implement a monthly close narrative that translates financial results into board-ready communication within 72 hours of close
Board and PE Sponsor Communication
-Own the monthly financial package for our PE sponsor, including narrative, variance explanations, and forward outlook
-Build and maintain the management presentation financial materials and the data room infrastructure for the 2027 sponsor transition
-Develop department-level financial reporting that gives operational leaders clear visibility into their P&L without requiring finance translation
-Prepare the Rule of 40, lender-adjusted EBITDA, and ARR-based metrics that sophisticated buyers and lenders will scrutinize
Operational Velocity and Cross-Functional Partnership
-Partner with the SVP of Commercial, RevOps, and department heads to build financial models that inform real operating decisions
-Own the AI SEO revenue and cost forecast model, including token cost unit economics and margin trajectory by service line
-Build and maintain the headcount and productivity model that tracks revenue per head, cost per head, and gross margin per head across all departments
-Lead the financial analysis behind strategic initiatives including new product launches, pricing changes, and M&A evaluation
Team Development
-Directly mentor the FP&A Specialist, building their technical modeling capability, financial communication skills, and business acumen
-Partner with the Controller on close process improvements, system automation, and financial controls strengthening
-Build the templates, processes, and documentation that make the finance function less person-dependent over time
Who You Are
Non-Negotiable Experience
-8 to 12 years of FP&A experience with at least 4 years at a PE-backed company
-You have built a rolling multi-quarter forecast from scratch, not just maintained someone else's model
-Deep fluency in SaaS and recurring revenue metrics: ARR, MRR, NRR, churn cohort analysis, CAC, LTV, and Rule of 40
-You have prepared or contributed materially to a PE board package, management presentation, or data room
-Experience with a hybrid revenue model combining recurring services and software is strongly preferred
-Familiarity with NetSuite, Salesforce, and Looker is a strong advantage. WebFX has deep technical capability in all three already in place and you will be working alongside a team that can support you.
How You Think and Work
-You translate numbers into narratives. A month where revenue grew 16% but EBITDA was flat year over year tells you something specific. You know what it is and you can explain it in one paragraph.
-You are proactive, not reactive. You do not wait to be asked whether an add-back belongs in the tracker. You identify it, document it, and bring it forward.
-You are energized by building, not maintaining. The idea that you will create infrastructure that this company uses for the next decade motivates you more than a stable, defined role.
-You are a genuine mentor. Developing the FP&A Specialist is not a distraction from your job. It is part of your job and you take it seriously.
-You communicate up and across with equal effectiveness. You can sit in a PE board meeting and own the numbers. You can also walk a department head through their P&L without making them feel like they failed a quiz.
What Would Make You an Exceptional Candidate
-You have been through a PE sponsor transition or M&A process in a meaningful finance role
-You have managed or mentored at least one FP&A analyst or associate
-You have experience in digital marketing, marketing technology, or SaaS companies serving SMB markets
-You have built a data room or contributed to one with direct exposure to buyer diligence questions
What Makes This Role Different
-You will have real equity participation in a transaction that is actively being built toward, not a hypothetical future event.
-You will work directly with a CFO who has navigated multiple PE transactions and is genuinely committed to your development.
-You will build infrastructure that matters, on a timeline that is specific, at a company that is genuinely winning.
-Your ceiling is defined entirely by your performance. WebFX promotes from within when the performance is there to support it.
What To Expect
Reports to: CFO
Location: Primarily remote with one week per month on-site in Harrisburg, PA. WebFX covers all travel and lodging for required on-site weeks.
Compensation: Negotiable + Bonus Potential
Why Choose WebFX?
- We've been named the #1 Best Place To Work in our home state of Pennsylvania 10 times 🎉
- We have offices in Guatemala, South Africa, St. Petersburg FL, Ft. Myers FL, Harrisburg, Lancaster, and York, PA! AND we're continuing to grow! 🌱📈
- Flexible Schedule (start your day between 8 and 10 am - when you do your best work!)
- All technology & equipment provided (every FXer receives a tech set-up valued at ~$1500) 🖥️
- Profit Sharing 💰
- 150% Company Match Of Personal Charity Donations
- Our #FXBuilds program is set to positively impact 10,000 people around the world by 2024 - and every individual FXer’s work directly contributes! 🌍
- Supplemental Insurance
- 100% Company Match 401K (up to 4%) 💰
- Generous Paid Time Off 🏖
- Employee Wellness Program, including a free FitBit and fitness challenges 👟
- Love to learn? You sound like an FXer! FXLearns Library with hundreds of personal and professional growth books with incentive program to boot 📚
- Humanitarian Trips ✈️
- Health/Vision/Dental Coverage, including FSA and HSA options with contribution matching 🩺
- New Parent Support 👶🏿👶
- Merit-based promotions (we promote from within, you will move up and grow here!)
-The opportunity to be part of a passionate, driven team where we pride ourselves on delivering high-quality work that makes a real-world impact for our clients
Check out our culture on social media:
Instagram
Twitter
Facebook
*You don't need to apply more than once even if you're interested in multiple positions - you can simply let us know! We consider all open roles when reviewing resumes and applications!
We have a multi-step interview process, where we focus on giving both our candidates, and ourselves, opportunities to get to know each other a bit better. While our process may be more thorough and perhaps longer than other interview processes that you've been a part of, our goal is to work together with our candidates to find a mutually beneficial fit, where a candidate is a great addition to the FXFamily, and WebFX is the right fit for their career goals. Interested in joining the FXFamily? You should definitely apply now!
WebFX is an Equal Opportunity Employer, committed to providing and fostering an inclusive environment where all people, including women, minorities, LGBTQ+ and other underrepresented groups are supported, respected, and encouraged to excel within STEM careers. Our goal as an organization is to empower our team to achieve their personal best, bring people together, and provide equal opportunity to do so regardless of race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. You can learn more on our website here!
Top Skills
Looker
NetSuite
Salesforce
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The Company
What We Do
Since 1996, WebFX has offered clients innovative digital marketing solutions to help them drive revenue for their businesses. Our team of over 400 experts crafts strategies for mid to large-size companies across the globe. As a leader in SEO, web design, ecommerce, website conversion, and digital marketing services, we pride ourselves on driving traffic, converting visitors and measuring effectiveness to ultimately deliver a positive return on investment for our clients. We have an ever-expanding trophy cabinet not only for our web design, SEO and digital marketing work, but also for our company culture. In fact, we've been named the #1 Best Place to Work in PA for the last six years. Want to join the team at WebFX? Check us out.
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