Director, Fp&A (Revenue)
Benevity
Meet Benevity
Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We’re also one of the first B Corporations in Canada, meaning we’re as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more!What You’ll Do
Revenue planning and forecasting
Own the revenue plan: set bookings, ARR and revenue targets and translate them into quotas and territory or segment capacity in partnership with Sales, Client Success and MarketingLead company-wide revenue forecast cycle in partnership with GTM Operations.Prepare scenario analysis and sensitivity modeling to support GTM planning and Sales leadership conversations.Partner with Finance and GTM leadership during the annual planning cycle, aligning revenue targets, headcount assumptions and GTM investment with financial models and board-level plans.Build and maintain financial models that link GTM drivers (pipeline, conversion, retention, expansion) to financial outcomes.Revenue reporting and insight
Develop executive-level dashboards and deliver trusted weekly, monthly and quarterly reporting on top line performanceTranslate complex data into clear, actionable insights that shape GTM strategy and drive performance improvements.Standardize KPIs and definitions across Sales, Marketing and Customer Success, creating a single source of truth for the organization.Oversee revenue reporting and reconciliation work with Accounting to keep reported revenue accurate, timely and auditableSales Compensation
Design, model and refresh sales commission and incentive plans aligned to company strategy and budgetOversee commission calculation, administration, auditing and dispute resolution, including tooling and controlsForecast commission expense and report on plan effectiveness, attainment and payout trendsLeadership
Lead, coach and develop a team that includes Revenue Operations and an FP&A analyst, building planning capability alongside strong reportingAct as a trusted advisor to the executive team, translating financial and operational data into recommendationsDrive continuous improvement in processes, systems and controls as we scale and implement new financial planning toolsWhat You’ll Bring
8+ years of progressive experience in FP&A, revenue operations, sales finance or a related field, including 3+ years leading people;
SaaS or fintech experience strongly preferredHands‑on experience designing sales commission and incentive plans, and administering them in a tool such as CaptivateIQ or XactlyDeep experience with revenue reporting and forecasting: targets, pipeline and commit management, actuals, and variance analysisAdvanced financial modeling skills, plus experience with planning software (e.G., Pigment, Adaptive Insights, Anaplan) and an ERP such as NetSuiteStrong command of Salesforce and BI tools (e.G., Tableau), and an understanding of SaaS and fintech metricsProven ability to build and scale processes, systems and controls across a go‑to‑market organizationCuriosity about AI tools (e.G., Claude, ChatGPT) and a track record of using them to improve analysis and automate reportingExcellent communication skills, with the ability to present to executives and influence Sales, Client Success and Finance leadersA coaching mindset: you build teams, develop talent and bring people together across functionsBachelor's degree in Finance, Accounting, Business or a related field;
MBA, CPA or CFA is an assetDiscover your purpose at work
We’re not employees, we’re Benevity‑ites. From all locations, backgrounds and walks of life, who deserve more …Innovative work.Growth opportunities.Caring co‑workers.And a chance to do work that fills us with a sense of purpose.If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become …It’s time to join Benevity. We’re so excited to meet you.Where We Work
At Benevity, we embrace a flexible hybrid approach to where we work that empowers our people in a way that supports great work, strong relationships, and personal well-being. For those located near one of our offices, while there’s no set requirement for in‑office time, we do value the moments when coming together in person helps us build connection and collaboration. Whether it’s for onboarding, project work, or a chance to align and bond as a team, we trust our people to make thoughtful decisions about when showing up in person matters most.Join a Company Where DEIB Isn’t a Buzzword
Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well‑supported employee resources groups to the exceptional diversity on our leadership and tech teams.We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine.That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity.Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to View email address on ca.hrm.tc.
#J-18808-Ljbffr
Benevity is the way the world does good, providing companies (and their employees) with technology to take social action on the issues they care about. Through giving, volunteering, grantmaking, employee resource groups and micro-actions, we help most of the Fortune 100 brands build better cultures and use their power for good. We’re also one of the first B Corporations in Canada, meaning we’re as committed to purpose as we are to profits. We have people working all over the world, including Canada, Spain, Switzerland, the United Kingdom, the United States and more!What You’ll Do
Revenue planning and forecasting
Own the revenue plan: set bookings, ARR and revenue targets and translate them into quotas and territory or segment capacity in partnership with Sales, Client Success and MarketingLead company-wide revenue forecast cycle in partnership with GTM Operations.Prepare scenario analysis and sensitivity modeling to support GTM planning and Sales leadership conversations.Partner with Finance and GTM leadership during the annual planning cycle, aligning revenue targets, headcount assumptions and GTM investment with financial models and board-level plans.Build and maintain financial models that link GTM drivers (pipeline, conversion, retention, expansion) to financial outcomes.Revenue reporting and insight
Develop executive-level dashboards and deliver trusted weekly, monthly and quarterly reporting on top line performanceTranslate complex data into clear, actionable insights that shape GTM strategy and drive performance improvements.Standardize KPIs and definitions across Sales, Marketing and Customer Success, creating a single source of truth for the organization.Oversee revenue reporting and reconciliation work with Accounting to keep reported revenue accurate, timely and auditableSales Compensation
Design, model and refresh sales commission and incentive plans aligned to company strategy and budgetOversee commission calculation, administration, auditing and dispute resolution, including tooling and controlsForecast commission expense and report on plan effectiveness, attainment and payout trendsLeadership
Lead, coach and develop a team that includes Revenue Operations and an FP&A analyst, building planning capability alongside strong reportingAct as a trusted advisor to the executive team, translating financial and operational data into recommendationsDrive continuous improvement in processes, systems and controls as we scale and implement new financial planning toolsWhat You’ll Bring
8+ years of progressive experience in FP&A, revenue operations, sales finance or a related field, including 3+ years leading people;
SaaS or fintech experience strongly preferredHands‑on experience designing sales commission and incentive plans, and administering them in a tool such as CaptivateIQ or XactlyDeep experience with revenue reporting and forecasting: targets, pipeline and commit management, actuals, and variance analysisAdvanced financial modeling skills, plus experience with planning software (e.G., Pigment, Adaptive Insights, Anaplan) and an ERP such as NetSuiteStrong command of Salesforce and BI tools (e.G., Tableau), and an understanding of SaaS and fintech metricsProven ability to build and scale processes, systems and controls across a go‑to‑market organizationCuriosity about AI tools (e.G., Claude, ChatGPT) and a track record of using them to improve analysis and automate reportingExcellent communication skills, with the ability to present to executives and influence Sales, Client Success and Finance leadersA coaching mindset: you build teams, develop talent and bring people together across functionsBachelor's degree in Finance, Accounting, Business or a related field;
MBA, CPA or CFA is an assetDiscover your purpose at work
We’re not employees, we’re Benevity‑ites. From all locations, backgrounds and walks of life, who deserve more …Innovative work.Growth opportunities.Caring co‑workers.And a chance to do work that fills us with a sense of purpose.If the idea of working on tech that helps people do good in the world lights you up ... If you want a career where you’re valued for who you are and challenged to see who you can become …It’s time to join Benevity. We’re so excited to meet you.Where We Work
At Benevity, we embrace a flexible hybrid approach to where we work that empowers our people in a way that supports great work, strong relationships, and personal well-being. For those located near one of our offices, while there’s no set requirement for in‑office time, we do value the moments when coming together in person helps us build connection and collaboration. Whether it’s for onboarding, project work, or a chance to align and bond as a team, we trust our people to make thoughtful decisions about when showing up in person matters most.Join a Company Where DEIB Isn’t a Buzzword
Diversity, equity, inclusion and belonging are part of Benevity’s DNA. You’ll see the impact of our massive investment in DEIB daily — from our well‑supported employee resources groups to the exceptional diversity on our leadership and tech teams.We know that diverse backgrounds, experiences, skills and passions are what move our business and our people forward, so we're committed to creating a culture of belonging with equal opportunities for everyone to shine.That starts with a fair and accessible hiring process. If you want to feel seen, heard and celebrated, you belong at Benevity.Candidates with disabilities who may require accommodations throughout the hiring or assessment process are encouraged to reach out to View email address on ca.hrm.tc.
#J-18808-Ljbffr
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