
At Quickbase, we’re on a mission to end a universal problem: Gray Work. The ad-hoc, manual work we do looking for documents, resources, etc. when technology isn’t working for us—that’s Gray Work, and it negatively impacts productivity, employee well-being and a company’s bottom line. Quickbase’s platform for Dynamic Work Management (the first ever) empowers nearly 12,000 organizations like Consigli, Suffolk, Valvoline, Daifuku and more to take on Gray Work by bringing people, processes, and data together into one central location, so employees can stop chasing information across systems and focus on work that makes an impact.
The Quickbase application development platform uses AI to empower anyone, regardless of technical or developer expertise, to easily build and customize scalable business solutions in just a few clicks, without compromising security, or IT governance and control. By connecting everything through a single source of truth, the Quickbase helps businesses mitigate risk, reduce waste, and cut down on unexpected costs. And with automated workflows and granular permissions, the right people will have access to the right information.
Job Description
Job Summary
Location: Boston, MA
We are seeking a strategic and results-oriented Sr Director of FP&A to lead and scale our financial planning and analysis function in a SaaS environment. This role will report to the CFO and will partner closely with executive leadership to drive enterprise-wide financial strategy, long-range planning, and operational performance. The Sr Director will oversee forecasting, budgeting, and financial modeling processes, with deep ownership of SaaS metrics (ARR, NRR, churn, CAC, LTV) and actionable insights to support growth, profitability, and capital allocation decisions.
Key Responsibilities
The Quickbase application development platform uses AI to empower anyone, regardless of technical or developer expertise, to easily build and customize scalable business solutions in just a few clicks, without compromising security, or IT governance and control. By connecting everything through a single source of truth, the Quickbase helps businesses mitigate risk, reduce waste, and cut down on unexpected costs. And with automated workflows and granular permissions, the right people will have access to the right information.
Job Description
Job Summary
Location: Boston, MA
We are seeking a strategic and results-oriented Sr Director of FP&A to lead and scale our financial planning and analysis function in a SaaS environment. This role will report to the CFO and will partner closely with executive leadership to drive enterprise-wide financial strategy, long-range planning, and operational performance. The Sr Director will oversee forecasting, budgeting, and financial modeling processes, with deep ownership of SaaS metrics (ARR, NRR, churn, CAC, LTV) and actionable insights to support growth, profitability, and capital allocation decisions.
Key Responsibilities
- Lead company-wide annual budgeting, rolling forecast, and long-range planning processes, incorporating SaaS drivers such as ARR growth, bookings, pipeline conversion, churn, and expansion.
- Own and evolve SaaS KPI framework (ARR, MRR, NRR/GRR, CAC, LTV, payback period, rule of 40) and ensure consistent definitions and reporting across the organization.
- Develop and oversee complex financial models, including cohort analysis, unit economics, sales capacity models, and scenario planning.
- Provide actionable insights on financial and operational performance, including variance analysis, funnel performance, and customer lifecycle trends.
- Partner with GTM leaders (Sales, Marketing, Customer Success) on pipeline, bookings, quota capacity, pricing, and retention strategies.
- Own executive-level and board reporting, including SaaS dashboards, KPI narratives, and performance drivers.
- Drive improvements in financial systems and data infrastructure to support scalable SaaS reporting (e.g., ARR waterfalls, cohort tracking).
- Lead, mentor, and grow a high-performing FP&A team.
- Support M&A activities with focus on SaaS metrics, revenue quality, and integration planning.
- Bachelor’s degree in Finance, Accounting, or related field.
- 10+ years of progressive experience in FP&A/corporate finance, including 5+ years in leadership roles.
- 5+ years working with Strong expertise in SaaS financial metrics, revenue models, and subscription economics.
- Advanced financial modeling skills, including cohort modeling and unit economics.
- Deep understanding of data models and data analysis.
- Proven ability to influence senior stakeholders and drive cross-functional alignment.
- Excellent executive communication and presentation skills.
- Experience in high-growth, PE-backed SaaS or subscription-based businesses.
- Experience supporting Sales, Marketing, and Customer Success organizations.
- Familiarity with tools such as Snowflake, Power BI, SQL, and planning systems (e.g., Anaplan, Adaptive).
- Experience with revenue recognition (ASC 606) and SaaS billing systems.
- Experience with Corporate Performance Management solutions (e.g., Adaptive) preferred.
About the company
Company website•Software Development
The AI-powered operations platform for your unique processes.