Director of Financial Planning & Analysis (FP&A)

Job Description

Job DescriptionSalary: Total on-target earnings (OTE), including commissions or bonuses, are estimated at $150,000 to $200,000

Job Title: Director of Financial Planning & Analysis (FP&A)
Location: Remote
Reports: CFO
Department: Finance
Employment Status: Full Time, Exempt

About Us:

Endpoint Automation Solutions is a fast-growing, remote-first software and services company transforming how industrial businesses connect operational data with their ERP systems. Our solutions streamline inbound, operational, and outbound workflowsdelivering measurable gains in efficiency, insight, and capacity to clients across manufacturing, distribution, and process industries.

As we scale, finance is at the core of how we grow intentionally and sustainably.
Youll be joining a company where strategic decision-making is grounded in data, operational discipline, and long-term value creation. Whether its budgeting for growth, refining cost structures, or preparing for board conversations and investor reporting, finance plays a critical leadership role in shaping Endpoints future. This is a high-impact opportunity for someone who thrives at the intersection of numbers, strategy, and business operations.

Job Summary:

The Director of FP&A will possess deep expertise in financial modeling and will lead the budgeting, forecasting, and financial analysis efforts across the organization, providing strategic insights to senior leadership. The ideal candidate will also bring mergers and acquisitions (M&A) expertise, supporting deal evaluation, due diligence, and post-deal integration from a finance perspective. This role will drive strategic financial initiatives, partner with executive leadership, and play a key role in supporting our growth through both organic expansion and acquisitions.

Duties/Responsibilities:

• Lead all aspects of FP&A including forecasting, budgeting, variance analysis, and long-range planning

• Develop and maintain financial models to support business decisions and strategic initiatives

• Collaborate with cross-functional teams (e.g., Product, Sales, Operations, IT) to identify and track key business KPIs and drive operational improvements

• Provide executive-level reporting and actionable insights to drive profitability and efficiency

• Oversee monthly/quarterly reporting, KPI dashboards, and board-level materials

• Analyze growth initiatives, pricing strategies, and cost structure optimization.

• Support M&A activities including financial due diligence, and integration planning

• Work cross-functionally to ensure scalable financial systems, processes, and tools

• Mentor and grow a high-performing finance team

Qualifications

• Bachelors degree in Finance, Accounting, Economics, or related field; MBA a plus

• 7-10 years of finance experience, including 3+ years in FP&A roles at a SaaS or tech company

• Deep understanding of SaaS business models and metrics

• Proven track record in M&A financial strategy, due diligence, and integration

• Exceptional modeling, analytical, and strategic thinking skills

• Proficient in financial systems and tools (e.g., Excel, Sage Intacct)

• Strong communication and presentation skills with executive presence

• Self-starter comfortable working in a dynamic, fast-paced environment.

Work Environment:

This is a full-time, salaried position with the expectation of a minimum 8-hour workday during standard business hours. As a remote-first company, we embrace flexibility, autonomy, and the ability to do your best workwherever you are.

Youll enjoy a tech-enabled, desk-centered workspace equipped with the tools you need to succeedwhether youre working from your home office, a co-working space, or traveling with a reliable connection. Our remote infrastructure fosters seamless collaboration and communication, making distance feel like a non-issue.

We believe in balancing focused, independent work with meaningful team connection. Whether its a strategy session on Teams, async updates via Teams, or collaborative sprints, youll thrive in a culture that values initiative, clear communication, and shared outcomes. Were building a high-performing team thats connected not by proximity, but by purpose.

Travel Requirements:

The employee may be required to occasionally travel, which may include overnight, and weekends as deemed necessary by the employer for business-related purposes.

Work authorization:

Employee must maintain and provide valid documentation demonstrating their legal authorization to work in the United States. Endpoint does not provide sponsorship. Failure to provide satisfactory proof of work authorization may result in the termination of employment.

Equal Opportunity Employer Statement:

It is the policy of Endpoint not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, national origin, race, religion, or veteran status.

Benefits:

We offer a comprehensive benefits package designed to support the well-being and financial security of our employees. This includes medical, dental, and vision insurance; a 401(k) retirement plan with company matching; flexible paid time off; and life and disability insurance.

Compensation

The total on-target earnings (OTE), including commissions or bonuses, are estimated at $150,000 to $200,000 annually dependent on experience.

remote work