The Director, FP&A will lead the financial planning and reporting processes, partner with cross-functional leaders, manage resources, and optimize financial systems.
About Us
HighLevel is an AI powered, all-in-one white-label sales & marketing platform that empowers agencies, entrepreneurs, and businesses to elevate their digital presence and drive growth. We are proud to support a global and growing community of over 2 million businesses, comprised of agencies, consultants, and businesses of all sizes and industries. HighLevel empowers users with all the tools needed to capture, nurture, and close new leads into repeat customers. As of mid 2025, HighLevel processes over 4 billion API hits and handles more than 2.5 billion message events every day. Our platform manages over 470 terabytes of data distributed across five databases, operates with a network of over 250 microservices, and supports over 1 million hostnames.
Our People
With over 1,500 team members across 15+ countries, we operate in a global, remote-first environment. We are building more than software; we are building a global community rooted in creativity, collaboration, and impact. We take pride in cultivating a culture where innovation thrives, ideas are celebrated, and people come first, no matter where they call home.
Our Impact
As of mid 2025, our platform powers over 1.5 billion messages, helps generate over 200 million leads, and facilitates over 20 million conversations for the more than 2 million businesses we serve each month. Behind those numbers are real people growing their companies, connecting with customers, and making their mark - and we get to help make that happen.
Who You Are
HighLevel is seeking an experienced Director, Corporate Financial Planning & Analysis (FP&A) to join our growing Finance team. This is an exciting opportunity to play a pivotal role in spearheading our core financial planning and reporting activities by partnering closely with other cross-functional leaders. You will help both set the vision for FP&A strategy + processes, and own execution of that vision to create a best-in-class function. We are looking for someone with extremely strong problem-solving and communication skills that has a track record of leading and scaling Corporate FP&A functions within rapidly growing SaaS businesses. You will report directly to the Head of Finance.
What You Will Do
- Own the timely delivery of consolidated financials (IS, BS and CF) and report performance against our financial targets / operational KPIs, enabling senior leaders and other key decision makers to optimise the performance for their respective functions.
- Lead our forecasting process and strategic planning cycles, including: (i) defining process, timelines and deliverables, (ii) partnering directly with stakeholders to quarterback the process, (iiI) preparing consolidated views of the business and (iv) clearly articulating the results/recommendations to C-suite to determine optimal resource allocation.
- Own company-wide headcount planning, partnering closely with People Ops and Talent Acquisition to align hiring plans with financial forecasts, ensure visibility into resource investments, and drive accountability across functions.
- Lead our Corporate FP&A function, including hiring + managing a top-tier team to support the growth and complexity of our business
- Identify and execute opportunities to streamline and/or automate our core reporting processes in partnership with other key stakeholders, including Accounting, other members of the Finance team and the Revenue Operations team
- Manage and optimize financial planning tools (e.g. Abacum / other next-gen FP&A tools) and any future tools, including identifying opportunities to better integrate existing business data into our financial systems
- Own financial reporting for executive and board level audiences, including development of board materials, dashboards and scenarios analysis that highlight opportunities and risks.
- Perform various ad-hoc analysis for leaders and key decision makers
What You Bring
- Bachelor's in Accounting, Finance, or related field (CPA is preferred, but not required)
- 10+ years of progressive experience across a combination of Corporate FP&A, strategic finance, investment banking or private equity, including at least 4+ years in leading the FP&A function at a growth-stage and/or private equity-backed business and 4+ years of people management experience
- Experience in SaaS, preferably with a usage-based business model component
- Strong understanding of GAAP and non-GAAP reporting metrics in software, financial reporting and internal controls
- Lead change management efforts within G&A - as well as being a driver of change cross-functionally - ensuring smooth transitions during process improvements and organizational shifts
- Experience with public company quarterly close, reporting cadence, setting guidance, etc.
- Excellent business partnering skills, particularly with non-financial leaders across all levels of an organization
- Willingness and ability to operate at multiple levels - deep within the details and big picture - with strong awareness of when to leverage each to achieve a targeted outcome
- Ability to story-tell with data / analysis and distill complex topics and tradeoffs into a simple framework to influence decision making
- Extremely detail oriented, highly organized and able to balance multiple projects / thrive in a fast-paced environment
- Desire to be a “player-coach” - not only leading the team, but also track record of building and improving existing processes / systems
- Advanced experience with Excel / Google sheets, next gen FP&A tools (e.g. Abacum, Pigment, etc.) and BI tools (Tableau)
EEO Statement
The company is an Equal Opportunity Employer. As an employer subject to affirmative action regulations, we invite you to voluntarily provide the following demographic information. This information is used solely for compliance with government recordkeeping, reporting, and other legal requirements. Providing this information is voluntary and refusal to do so will not affect your application status. This data will be kept separate from your application and will not be used in the hiring decision.
Top Skills
Abacum
Bi Tools
Excel
Google Sheets
Tableau
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