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Director - FP&A

Company: Punchh
Location: San Mateo
Posted on: January 7, 2022

Job Description:

Punchh is the leader in AI-powered loyalty, offer management, and customer engagement solutions for brick-and-mortar and online restaurants, convenience stores, and other retailers. Punchh brings the power of digital engagement to physical stores by delivering omnichannel experiences and personalization across the entire customer journey to drive same-store sales and customer lifetime value. Using pre-built integrations to 200+ third-party systems such as POS, WiFi, kiosk, and payment providers, the Punchh platform delivers actionable, SKU-level data in real-time. Serving 200+ brands that span 100K+ stores in 20 different countries, Punchh customers include 5 of the top 100 North American convenience stores like Casey's and Racetrac and 37 of the top 100 restaurant brands, including Papa John's, Denny's, Focus Brands, and Yum! Brands (KFC, Pizza Hut, and Taco Bell). Punchh is headquartered in Silicon Valley with offices in Texas, Canada, and India. - Punchh was built over eleven years by a seasoned leadership team with extensive experience in digital, marketing, CRM, and AI technologies, as well as deep knowledge of the restaurant and retail industries. In April of 2021, Punchh agreed to be acquired by PAR Technology Corporation---(NYSE: PAR), a leading global provider of restaurant software. While Punchh continues to operate as an independent business unit, the acquisition creates a unified commerce cloud platform for enterprise restaurants and positions PAR and its subsidiaries to lead the industry with integrated point-of-sale, back office, payment, and guest engagement solutions. Title Director - FP&A Location San Mateo, CA Reports to CFO About the -role As the Director, Financial Planning & Analysis, you will report to the CFO and be responsible for leading the financial planning & analysis and strategic finance functions. An ideal candidate will have a proven track-record leading high-impact FP&A teams for complex global SaaS companies and have prior experience in investment banking.---To be successful in this role, you will need strong managerial, analytical and system skills, a partnership orientation for working with business colleagues and the ability to manage the Company's financial model and strategic goals, while also being very detail-oriented.

What You Will Do:

  • Own the Company financial model (P&L, Balance Sheet and Cash Flow), including forecasting, budgeting and long-range planning
  • Prepare monthly and quarterly management reporting - analyzing operating and financial results, distilling/synthesizing key trends, assessing current and future business risk, and communicating key messages to senior management
  • Partner with broader organization and IT to improve forecasting processes through automation and system optimization and ensure the accuracy of financial data
  • Lead ad hoc financial modeling and analysis for special projects; build detailed financial models for scenario planning
  • Partner with IR to ensure proper financial guidance as well as messaging of KPIs
  • Participate in strategic data analysis, research and modeling for senior company leadership
  • Build and manage a high performance team, actively participate in building a culture that is customer-focused and team-oriented
    What You Will Have
    • Bachelor's degree in Finance or equivalent
    • 12-15 years of combined experience in FP&A at global SaaS companies and/or in the investment banking sector
    • Demonstrated success in building and leading teams and streamlining and optimizing process and systems
    • Systems expertise: highly proficient with NetSuite, Salesforce, Anaplan, and MS Office applications, particularly Excel
    • An independent, self-motivated individual with a positive, service-oriented attitude
    • Self-starter with a great work ethic and an analytical thinker with superior problem solving and decision making skills, possessing the initiative to create presentations and analysis from scratch to answer questions posed and look into the details and interpret the impact of key business drivers
    • Extremely detail-oriented and organized with prior experience having gathered, structured, monitored, and validated data to ensure data integrity and detailed documentation; has developed a habit of checking the accuracy of data and analysis several times over before submitting for review
    • Significant expertise and love of auditable financial modeling and setting up automated processes to increase the effectiveness of the team and minimize room for error
    • Excellent multi-tasker who is always "on it" with stellar time and project management skills; understands the importance of planning in advance to meet deadlines that include multiple review points and iterations
    • Strong communicator, both written & verbal; reliable and responsive to email and phone communications; and
    • Highest level of integrity and good judgment, with the ability to effectively deal with highly sensitive, confidential information
    • Unlimited PTO
    • Company sponsored health insurance
    • 401(k) with Company Match
    • Life and AD&D insurance
    • Competitive salaries and bonus
    • EAP
    • Maternity and Paternity (Bonding) Leave
    • Free lunch every single day at work, social events, plus a well stocked refrigerator Punchh is proud to provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. If you'd like more information about your EEO rights as an applicant, please click here. We also provide reasonable accommodations to individuals with disabilities in accordance with applicable laws. Notice to recruiters and placement agencies: -If you are a recruiter or placement agency, please do not submit r--sum--s to any person or email address at Punchh prior to having a signed agreement with Human Resources. Punchh is not liable for and will not pay placement fees for candidates submitted by any agency other than its approved recruitment partners. Also, any r--sum--s sent to us without an agreement in place will be considered your company's gift to Punchh and may be forwarded to our Talent Acquisition team. Will you now or in the future require work visa sponsorship for employment? -*
      -- Are you legally authorized to work in the United States? -*
      -- If you were referred by a Punchh employee, please provide the name. -*
      If hired, when would you be able to start working? -*
      What is your expected base salary? -*
      Are you available to work from the Punchh offices in San Mateo, CA? (This is not a remote position) -*
      -- Do you have SaaS/B2B industry working experience?

Keywords: Punchh, San Mateo , Director - FP&A, Executive , San Mateo, California

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