Job Description

The Opportunity

We are looking for a hands-on Director of FP&A to lead our financial planning and analysis function as UJET scales its AI-powered contact center platform. Partnering with the CFO and other leaders throughout the organization, you will help drive financial performance by overseeing budget development, forecasting, spend management, business partnerships and investor reporting. This role serves as a key strategic partner to UJET leadership, bridging financial forecasts with operational reality to ensure data-driven decision-making, commercial efficiency, and alignment to long-term strategic financial goals and value creation.

Responsibilities

• Lead the optimization of our financial planning architecture, replacing manual/spreadsheet-heavy processes with scalable, automated workflows and the utilization of FP&A software and implementation of new AI-native solutions.
• Support commercial strategy through advanced financial modeling of go-to-market efficiency, customer acquisition, and pricing / discount governance.

• Partner with Revenue Operations, Marketing, and Go-To-Market (GTM) teams to analyze and report on SaaS metrics (LTV/CAC, CAC payback, retention, ARR cohort analysis, pipeline throughput, product profitability and overall GTM team efficiency).
• Assist in capital strategy and execution, including investor communications, preparing Board reporting packages, supporting debt or equity financing activities through diligence processes,, and conducting financial due diligence on strategic M&A targets.
• Drive enterprise efficiency across the business by optimizing software, cloud and AI stack investments, and refining human capital and other OpEx spend to expand net margins.
• Establish, track and report on key operational performance metrics while translating financial data into actionable insights for leadership and Board of Directors.
• Collaborate with the accounting team to ensure an accurate and efficient monthly close process.
• Act as a strategic change agent to bridge Finance, GTM, and RevOps workflows; establishing consistent data governance and shared accountability for core SaaS metrics.
• Standardize and document financial operating procedures (SOPs) to eliminate "tribal knowledge" and ensure scalability as UJET grows.

Minimum Requirements

• Progressive FP&A experience, at the Director or Manager level, within an enterprise SaaS, AI or B2B software organization.
• Direct experience with advanced financial planning, forecasting cycles, and strategic GTM operational analysis.
• Demonstrated mastery of SaaS financial metrics (LTV, CAC, ARR, NRR, GRR, Product Margins, Bookings, Billings, ARR, Revenue Recognition) and advanced quantitative financial modeling.
• Hands-on experience leading finance systems transformations (e.g., implementing/overhauling Planful, NetSuite, or data warehouses) in a high-growth environment. Not just a maintenance role but a proactive process and systems architect.
• Currently living in the Austin Metropolitan area with the expectation of collaboration in-office 2x weekly; relocation will not be considered.

Desired Qualifications

• BBA in Finance, Business, Accounting or equivalent. CPA, CFA, and/or MBA a plus.
• Domain expertise within CCaaS, SaaS, or AI enterprise software operating and financial models.
• Experience deploying predictive AI workflows and automation into internal FP&A and finance operations that have driven efficiency gains.
• Prior experience managing finance structures through growth inflections from mid-scale ARR to enterprise scale, specifically where processes were immature or needing re-design.

Annual US Hiring Range: $170,000 - $200,000