Director, FP&A

US Salary Range: $148,000 - $180,000 with 15% annual bonus

Bonterra exists to propel every doer of good to their peak impact. We measure that impact against our vision to increase the giving rate as a percentage of GDP from 2% to 3% by 2033. We know that this goal is lofty, but we are confident that the right technology and expertise will strengthen trust in the sector, allowing the social good industry to accelerate growth and reach peak impact. Bonterra's differentiated, end-to-end solutions collectively support a unique network of over 20,000 customers, including over 16,000 nonprofit organizations and over 50 percent of Fortune 100 companies. Learn more at bonterratech.com.

The Director, FP&A leads the Corporate Social Responsibility business unit's financial planning, forecasting, and management reporting processes in support of Bonterra's strategic and operational objectives. This role is responsible for designing and administering scalable, repeatable budgeting and forecasting cycles, delivering actionable financial insights, and enabling data-driven decision-making across the organization. This role functions as a finance business partner to the GM and functional leaders of the business unit.

Operating in an AI-first environment, the Director leverages advanced analytics, automation tools, and AI-enabled forecasting and reporting solutions to enhance accuracy, efficiency, and business insight. The role partners closely with senior leadership to translate financial and operational performance into forward-looking recommendations that drive accountability, growth, and disciplined resource allocation in a SaaS operating model.

Essential Functions

• Lead the annual operating plan process and quarterly reforecast cycles by establishing timelines, coordinating cross-functional inputs, consolidating financial models, and presenting results to executive leadership and the Board.

• Develop and maintain monthly and quarterly financial projections, including revenue, expense, cash flow, and headcount forecasts, to support timely and accurate decision-making.

• Administer enterprise financial reporting processes by preparing management dashboards, variance analyses, KPI reporting, and Board-ready materials on a monthly and quarterly basis.

• Analyze financial and operational data to identify trends, performance gaps, and root causes, and present findings with clear recommendations to functional leaders.

• Design, document, and continuously improve scalable FP&A processes, systems, and controls to support a growing SaaS organization.

• Partner with Sales and Sales Operations to analyze bookings performance, pipeline trends, revenue forecasts, and sales productivity metrics to inform strategic planning and compensation alignment.

• Support internal and external financial reporting requirements by coordinating with Accounting to ensure alignment between forecasts, actuals, and US GAAP reporting.

• Develop and maintain financial models to evaluate strategic initiatives, including pricing changes, cost optimization, and investment scenarios.

• Support mergers and acquisitions activities by conducting financial modeling, scenario analysis, due diligence support, and post-acquisition integration of financial and operational metrics.

• Provide ad hoc analysis to executive leadership to evaluate risks, opportunities, and resource allocation decisions.

• Lead, develop, and manage FP&A team members by setting performance expectations, reviewing work product, and ensuring high standards of analytical rigor and accuracy.

• Present financial results and forward-looking projections to executive stakeholders, explaining key drivers, risks, and recommended actions.

Knowledge, Skills & Abilities:

LEADERSHIP & NAVIGATION EXPECTATIONS

• Provides people leadership, sets clear performance expectations, allocates work, and develops team capability while aligning FP&A priorities with company strategy and executive direction.

KEY BEHAVIORS - THE "HOW"

• Demonstrates structured problem-solving, sound judgment, and analytical rigor; communicates complex financial concepts clearly to non-financial stakeholders; maintains high standards of accuracy and accountability under deadline-driven conditions.

OUTCOME EXPECTATIONS - THE "IMPACT"

• Delivers accurate, timely, and insight-driven financial plans and forecasts that improve executive decision-making, enhance operational discipline, and support achievement of revenue and profitability targets.

Required Minimum Qualifications

• Demonstrated experience in corporate FP&A or related financial planning roles within a SaaS or recurring revenue environment.

Experience leading or managing finance professionals, including setting goals, reviewing work, and developing team members.

• Strong proficiency in financial modeling, forecasting, and variance analysis, including advanced Excel skills and executive-ready presentation development.

• Solid understanding of financial statement analysis, corporate finance principles, and US GAAP fundamentals.

• Experience preparing management and Board-level reporting packages.

• Ability to manage multiple deadlines, maintain attention to detail, and ensure data accuracy in a fast-paced environment.

• Strong written and verbal communication skills with the ability to translate financial results into business insights.

Preferred Qualifications

• 8+ years of progressive FP&A experience

• Experience supporting Sales and Go-To-Market organizations with bookings and revenue analytics.

• Experience supporting M&A transactions, including financial modeling and post-acquisition integration.

• Familiarity with SaaS metrics such as ARR, MRR, churn, CAC, LTV, and revenue recognition principles.

• Experience with enterprise planning systems (e.g., Adaptive, Anaplan, or similar) and BI/reporting tools.

• CPA, CFA, MBA, or similar advanced credential.

At this time, we are unable to consider candidates who require current or future sponsorship for employment authorization.

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At Bonterra, we're innovating with a higher purpose: to increase giving to 3% of US GDP by 2033, creating $573 billion more in global impact every year. At Bonterra, we foster an inclusive, equitable culture where every team member belongs and contributes to meaningful impact. Read more about our values and culture here.

We offer a comprehensive benefits package that supports your health, well-being and growth - explore full details here.

Compensation and benefits for this role apply to full-time employees in the United States and may vary based on local standards, laws and norms. Pay is determined by location, skills, experience, and education, and is one part of Bonterra's total rewards package, which may also include bonuses, incentives, equity, and a comprehensive benefits program.

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At Bonterra, we are proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We provide equal employment opportunities without regard to race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, veteran status, or any other characteristic protected by law.

If you require a reasonable accommodation during the application process, please submit a request.