Company Overview:

Baxter Planning is a fast-growing, private equity-backed software business focused on delivering innovative solutions in the service supply chain market. We are committed to driving operational excellence and strategic growth as we continue to expand our market presence. As we scale, we are looking for a dynamic Director of FP&A to join our leadership team and play a pivotal role in shaping our financial strategy and partnering with the Company to deliver continued disciplined growth.

Position Overview:

The Director of FP&A will lead the financial planning, budgeting, forecasting, and analysis efforts, providing key insights to the executive team to drive business decisions. This role is crucial for ensuring the company meets its financial goals and objectives, with a focus on long-term growth and profitability. The ideal candidate will have a strong background in software industry financials, experience in private equity environments, and the ability to thrive in a fast-paced, high-growth setting.

Purpose, Scope and Responsibilities:

Lead the annual budgeting and quarterly forecasting processes, working closely with department heads to ensure accuracy and alignment with strategic goals
Develop and maintain complex financial models to support strategic initiatives, including revenue forecasting, cost analysis, and scenario planning
Provide insightful financial analysis and reports to the executive team and private equity partners, highlighting key trends, risks, and opportunities
Partner with the CFO and senior management to develop and execute financial strategies that support the company’s growth objectives
Monitor and analyze key financial metrics, providing recommendations to improve financial performance and operational efficiency
Oversee the preparation of monthly and quarterly financial reports, including variance analysis and executive summaries
Lead the FP&A team, mentoring and developing staff to ensure high performance and continuous improvement
Collaborate with other departments, such as Sales, Marketing, Development, and Product, to ensure alignment of financial plans with business strategies
Drive the implementation of best practices in financial planning, reporting, and analysis, leveraging technology and automation where possible
Support due diligence and integration efforts related to M&A activities, including financial modeling and analysis
Ensure compliance with financial regulations and company policies, maintaining the highest standards of financial integrity and transparency

Qualifications:

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CFA preferred
8+ years of experience in FP&A, with at least 3 years in a leadership role within a software or technology company
Experience working in a private equity-backed environment is strongly preferred
Strong analytical and financial modeling skills, with proficiency in Excel and financial software (e.g., NetSuite, Salesforce.com)
Proven ability to develop and implement financial strategies that drive business growth
Excellent communication and presentation skills, with the ability to convey complex financial concepts to non-financial stakeholders
Strong leadership skills with a track record of building and managing high-performing teams
Experience with M&A and post-acquisition integration is a plus
Ability to thrive in a fast-paced, dynamic environment, with a proactive and results-oriented mindset

Benefits:

Competitive salary and performance-based bonuses
Comprehensive benefits package, including health, dental, and vision insurance
401(k) plan with company match
Opportunities for professional development and career growth

Baxter Planning

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Director of FP&A (Financial Planning & Analysis)