Director, FP&A
As a key leader within Billtrust’s FP&A organization, the Director, FP&A will own revenue forecasting, budgeting, and performance analytics to support strategic and tactical decision-making across the business. This role will be measured by the ability to proactively deliver insights—powered by strong business partnerships, scalable models, and automation-driven efficiencies—so leaders can act quickly and confidently.
With a primary focus on revenue analytics across all Billtrust segments, you will leverage SaaS and Payments expertise to enhance forecast accuracy, deepen understanding of growth drivers, and elevate the cadence and quality of executive reporting. You’ll collaborate closely with senior leadership to develop, interpret, and implement financial concepts related to strategic planning, budgeting, and forecasting to drive business outcomes.
This is a high-visibility leadership role where you’ll shape how Billtrust forecasts, explains, and accelerates revenue growth—building the models and narratives that guide resource allocation, investment decisions, and performance management.
What You’ll Do
- Own and evolve revenue forecasting and budgeting models to support strategic planning, annual budgeting, and monthly forecasts.
- Lead revenue performance analytics across bookings, ARR, retention, and revenue by segment, identifying drivers, risks, and opportunities.
- Oversee the Monthly Operating Review (MOR) package, delivering executive-ready narratives on variances vs. plan, forecast, and prior year, with actionable insights and recommended actions.
- Improve predictability and accuracy of revenue models through rigorous KPI definitions, assumption governance, and scenario/sensitivity analysis.
- Model recurring and transaction-based revenue streams, including subscription software and payments products, tying assumptions to business-specific metrics (e.g., pipeline, conversion, usage/volume, take rate, churn, renewals).
- Partner cross-functionally with Sales, Product, Marketing, Customer Success, Operations, and Accounting to align on performance drivers and build trust in the numbers.
- Drive process excellence and automation, leveraging AI/analytics tools and FP&A data resources to streamline reporting, and reduce manual work
- Develop and mentor talent, ensuring the team has the capabilities, tools, and prioritization to deliver high-impact work on time and at a high standard.
- Support M&A diligence and integration as needed, including revenue model assessment, synergy tracking, and post-close performance reporting.
- Perform other duties as assigned.
What You’ll Bring:
- Bachelor’s degree in Finance, Accounting, or a related field.
- 10+ years of progressive finance experience with significant FP&A ownership; leadership experience strongly preferred.
- Experience in B2B SaaS + FinTech/payments
- Experience with BI tools (e.g. Power BI)
- Exposure to enterprise FP&A systems (e.g. Planful)
- Deep expertise in SaaS revenue modeling and recurring revenue metrics (ARR, bookings, churn/retention, cohorts, expansion, renewals).
- Strong understanding of payments/transaction economics (e.g., volume, take rate, margin, pricing).
- Proven ability to translate complex analysis into crisp executive insights and recommendations.
- Advanced financial modeling skills and comfort working with large datasets; strong command of Excel and financial planning tools.
- Demonstrated success improving forecasting accuracy, building scalable processes, and driving automation/standardization.
- Strong stakeholder management skills with a track record of influencing decisions across senior business leaders.
- Experience in a Private Equity environment is strongly preferred.
- MBA or CPA is a plus.
The expected base salary range for this position is $150,000- $200,000 annually.
Compensation may vary depending on several factors, including a candidate’s qualifications, skills, experience, competencies, and geographic location. Some roles may qualify for extra incentives like equity, commissions, or other variable performance-related bonuses. Further details will be provided by our Talent Acquisition team during the interview process.
Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Billtrust, we celebrate and support diversity and are committed to creating an inclusive environment for all employees. So, if your experience aligns but doesn't exactly match each and every qualification, apply anyway. You may be exactly what we are looking for!
What You'll Get:
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Work from Anywhere: Your home, a coffee shop, a company paid WeWork.... you decide!
- A Culture that Lives its Values: Our values are not just words or window dressing, they guide our decisions - big and small - each and every day.
- Flexible Working Hours: We support your lifestyle- the results are what count.
- Open PTO: Work-life balance is important. We believe in giving our employees time to truly relax and recharge.
- Sabbatical: A paid leave to reward longevity and commitment to Billtrust.
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Paid Parental Leave: To promote parent-child bonding and increase gender equity at home and in the workplace.
- Opportunities for Growth: Professional development can take many shapes. Join one of our seven ERGs or participate in our Mentor-Mentee, and Leadership development programs- we foster an environment where all employees can grow.
- Recognition: From Billtrust Bucks and CEO Shoutouts to Culture Champion and CEO Excellence Awards, our employees are recognized for hard work and outcomes achieved.
- Benefits: Medical, dental, vision, 401(k) with company match, short-term and long-term disability, flexible spending accounts, HSA, and life, cancer, and AD&D insurance.
- Minimal Bureaucracy: An entrepreneurial environment of ownership and accountability allows you to get work done.
Who We Are:
Finance leaders turn to Billtrust to control costs, accelerate cash flow and improve customer satisfaction. As a B2B order-to-cash software and digital payments market leader, we help the world's leading brands get paid faster while transitioning from expensive paper invoicing and check acceptance to efficient electronic billing and payments. With over 2,600 global customers and more than $1 trillion invoice dollars processed, Billtrust delivers business value through deep industry expertise and a culture relentlessly focused on delivering meaningful customer outcomes. #LI-Remote
