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Director, FP&A

Job Category: Finance/Accounting

Requisition Number: DIREC017731

SoftWriters - HQ
Pittsburgh, PA 15237, USA

Why SoftWriters?

SoftWriters is on a Mission to Save Lives!  As a pioneer and market leader in long-term care pharmacy technology, we are proud to develop complex software and services that help pharmacies to deliver superior patient care to the most fragile population in the U.S.   We are passionate about building the best company, achieving the #1 Top Workplace designation in Pittsburgh.  We value quality, cultivating diverse teams, delivering successes and results, collaboration, innovation, thought leadership, integrity, teamwork, and growth. 

As we grow in size and complexity, we face distinct challenges that require outstanding leaders and problem solvers. Our culture and our people are our unique differentiators. If you are seeking to join a growing team and make your mark on our noble mission, then you have come to the right place!
As the Director of FP&A at SoftWriters, you will play a key role in ensuring that the company makes sound financial decisions through quantitative analysis of accurate financial and operational data. This highly visible leadership role will influence strategic decisions, drive the financial planning and analysis function, and partner closely with senior executives and cross-functional leaders across the organization.

In this role, you will oversee financial modeling, budgeting, forecasting, and KPI tracking. You will also bring strategic thinking and analytical rigor to support growth initiatives and efficiency efforts, helping to enhance decision-making across the business.

To succeed, you must be an effective communicator who can distill complex financial information into actionable insights for senior leaders and stakeholders. You will also be responsible for continuously improving processes that influence data integrity and scalability while fostering a culture of financial acumen within the organization.

Responsibilities:

The essential functions include, but are not limited to, the following:

  • Lead the development of comprehensive financial models (P&L, SCF, BS) to evaluate company performance, strategic initiatives, and investment opportunities, ensuring alignment with business goals.

  • Oversee the creation and maintenance of SaaS metric models (CLTV, CAC, ARR, etc.), working cross-functionally to ensure these metrics are integrated into strategic decision-making processes.

  • Drive the annual budgeting, long-term planning, and quarterly forecasting processes, ensuring alignment with corporate strategy and providing detailed financial analysis for executive decision-making.

  • Act as a strategic business partner to the executive leadership team, providing actionable insights on financial and operational performance, and recommending initiatives to improve profitability, capital allocation, and resource utilization.

  • Build a high-performing FP&A team, setting objectives, overseeing workload, and driving continuous professional development.

  • Own the company’s financial reporting process, including the development of executive-level presentations for the board of directors, investors, and internal leadership.

  • Ensure data integrity and the scalability of financial models by implementing automation techniques and leveraging advanced tools such as VBA and AI-driven processes.

  • Collaborate with cross-functional teams (e.g., product, sales, marketing, engineering) to drive financial acumen and operational efficiencies across the organization.

  • Provide financial leadership and strategic recommendations for key business initiatives, including new product launches, pricing strategies, and operational expansions.

  • Champion process improvements across financial planning and reporting, utilizing technology and best practices to create real-time access to key analytics.

  • Lead efforts to integrate financial and operational data systems, ensuring accurate and timely access to critical information.

  • Other ad hoc financial and operational analyses as required to support the business.

Minimum Qualifications:

  • BA/BS degree in finance, accounting, or a related field required.

  • 10+ years of relevant experience, including 2+ years in a leadership role overseeing FP&A functions.

  • Proven experience leading financial planning, analysis, and reporting within a SaaS or technology-driven organization.

  • 5+ years of experience building complex financial models (P&L, SCF, BS) and reporting key SaaS metrics (CLTV, CAC, ARR, etc.).

  • Advanced proficiency in Microsoft Excel and financial modeling. Strong experience with PowerPoint and executive-level presentations.

  • Strong business acumen with the ability to translate financial data into strategic insights for business leaders.

Preferred Qualifications:

  • MBA or relevant master’s degree in finance or business.

  • CPA, CFA, or similar financial certification.

  • Experience working in a publicly held company with exposure to board and investor reporting.

  • Proven track record of leading and developing high-performing teams.

  • Experience with financial systems such as Sage300, Oracle FCC, and Adaptive Insights.

  • Proficiency in automating financial models and processes through VBA and AI-driven tools.

Skills:

  • Strategic thinker with a focus on driving business outcomes through financial insight.

  • Excellent project management and organizational skills with the ability to handle multiple priorities.

  • Superior written and verbal communication skills, with the ability to present complex information in a clear and concise manner.

  • Ability to build strong relationships and influence stakeholders at all levels of the organization.

  • High level of integrity and commitment to data accuracy and quality.

  • Ability to quickly learn new technology solutions, including HubSpot, Freshdesk

  • Exceptionally strong proficiency in Microsoft Excel. Strong proficiency in Word, PowerPoint.  Previous experience with VBA in Excel a plus.

Apply today and be a part of a company that is making a difference.

SoftWriters, Inc. is an equal opportunity employer.  All qualified candidates will receive consideration for employment without regard for race, color, religion, gender, sexual orientation, national origin or citizenship status, age, disability, genetic information or veteran status.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

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