Director, Financial Planning & Analysis (FP&A)

At Roofr, we’re obsessed with our customers. We constantly gather feedback to shape, prioritize, and launch the products they truly need. That’s what makes Roofr’s CRM special. We started by building essential sales tools like aerial roof measurements and digital sales proposals. But when our customers asked for a simple, affordable way to manage and scale their entire businesses, we listened. So, we created a CRM that connects these solutions—along with payments, material ordering, and more—into a seamless, powerful platform. With a clear roadmap ahead, we’re excited to continue expanding and leading the market with innovative products.

We have an amazing culture, strong financials, and best-in-class company metrics. It’s an exciting time to be part of an extraordinary startup that is already successful, yet still early enough to offer its team significant growth, equity, and the opportunity to make a real impact.

This position is for an existing vacancy.

We are looking for a Director of FP&A to own company-wide financial planning, forecasting, and performance management for a high-growth vertical SaaS business. This role partners closely with executive leadership and functional leaders to drive operating rigor, resource allocation, and decision support.

This is a hands-on leadership role for someone who can operate both strategically and tactically in a fast-moving environment.

What You’ll Get to Do:

• Own the company’s:
• Annual Operating Plan
• Quarterly forecast process
• Long-range planning model
• Lead monthly business reviews and executive reporting, including:
• KPI and operating dashboards
• Budget vs. Actuals
• Aariance and root-cause analysis
• Partner with functional leaders (Product, Sales, Marketing, Customer, G&A) to:
• Build and maintain budget ownership
• Translate strategy into operating plans
• Support headcount and investment decisions
• Build and maintain SaaS operating metrics, including (as applicable):
• Revenue
• Pipeline analytics
• Churn and retention
• CAC, LTV, and payback
• Gross margin and cost drivers
• Own headcount planning and personnel cost forecasting
• Support Board and investor materials in partnership with the CFO
• Improve financial systems, models, and planning tools
• Establish and scale FP&A processes and standards as the company grows
• Mentor and develop FP&A team member(s)

What You’ll Bring to the Role:

• 8+ years of experience in FP&A, corporate finance, or strategic finance
• Prior experience in a SaaS or subscription-based business
• Strong operating and KPI orientation (not just budgeting)
• Proven ability to partner with senior business leaders
• Advanced financial modeling and scenario analysis skills
• Experience building and scaling planning processes in a growth environment
• Excellent communication skills and executive presence
• Comfortable working with ambiguity and evolving priorities

Bonus Points:

• Experience supporting Board and investor reporting
• Experience implementing or operating modern FP&A tools (e.g., Pigment, Adaptive, Anaplan, etc.)
• Prior people management experience
  
  

🏠 What we offer (US + Canada)

When you join our team, you’re not just accepting a job. You’re making a career move. Here’s how we’ll support you in doing some of the most impactful work of your career:

🏝️ Vacation/Paid Time Off:

• 1st week of employment is mandatory PTO! Start your journey with Roofr by decompressing and recharging - we will see you in week 2!
• 1 Friday off per month (we call those our laundry days!)
• Company wide paid shutdown for the week between Christmas and New Years
• Flexible time off
• 80% employer-paid benefits in the U.S. and 100% employer-paid premiums for Extended Healthcare and Dental in Canada
• RRSP/401k match
• Generous Parental Leave policy

🤝 Perks:

• We host an annual company retreat with great team building activities
• Ample learning and development opportunities to continue growing your career
• Home office setup stipend
• Internet and phone allowance
• Remote first culture
• Weekly Friday paydays!

🤖 AI Notice

At Roofr, we’re big fans of AI. It helps us write job descriptions that don’t put you to sleep, takes notes during interviews so we can actually listen, and even helps us track down awesome humans like you.

Feel free to use AI to prep, research, or get pumped up for your interview (we see you, ChatGPT power users 👀). But when it’s time to chat, we’d love to meet you, not your AI alter ego. Bring your real, unfiltered self, we promise we will too.

And don’t worry, a real, live human is behind every part of our process. Every application is reviewed by a real person, and you’ll always speak with real humans throughout the interview process. No bots, just good people ☺️

⚠️ Important Notice

We’ve been made aware of an individual impersonating Roofr using a fraudulent domain: roofrr.com (note the extra “r”). Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses, instant messaging platforms, or unsolicited calls.

To ensure your application is legitimate, please apply directly through our official careers page: https://roofr.com/careers.

If you receive any suspicious messages or have questions, reach out to us at talent@roofr.com.

Your safety and security are important to us — thank you for your vigilance!

Roofr is proud to be an equal opportunity employer. We are committed to equal employment opportunity in the workplace regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or veteran status.