Director, FP&A

At Advisor
360°, we build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker‑dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement.

What sets us apart? It's not just the tech (though it's best‑in‑class). It's the people, the purpose, and the passion behind everything we do.

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management.

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count.

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.

Advisor
360 is seeking a Director of FP&A to lead our organization through strategic financial analysis and planning. This individual will play a key role in shaping our financial future by guiding budgeting, forecasting, financial modeling, and performance management. Reporting directly to the SVP, Strategic Finance, the Director will partner with senior leadership to drive financial insights, support data‑driven decision‑making, and ensure our financial goals align with overall business objectives.

• Oversee the end-to-end budgeting and forecasting processes, including annual budgets, quarterly forecasts, and long‑term strategic planning.
• Collaborate with cross‑functional teams to collect, analyze, and validate assumptions, ensuring alignment with corporate objectives.
• Establish and maintain a rolling forecast model to anticipate and react to business changes.
• Lead monthly and quarterly financial performance reviews, analyzing variances, identifying trends, and providing actionable insights.
• Develop key performance indicators (KPIs) to measure operational effectiveness, providing guidance to improve financial and operational outcomes.
• Conduct ad‑hoc analyses to support strategic initiatives, mergers and acquisitions, and other financial projects.
• Serve as a trusted advisor to business leaders, supporting financial decision‑making with relevant and timely insights.
• Partner with departments such as Product & Engineering, Sales, Marketing, Operations, and others to drive revenue growth, cost optimization, and resource allocation.
• Develop financial models and scenario analyses to support business cases and investment opportunities.
• Oversee the development and presentation of accurate and timely financial reports, including income statements, balance sheets, cash flow statements, and management dashboards.
• Drive improvements in financial reporting tools and processes, ensuring consistency, accuracy, and transparency.
• Collaborate with the IT and data analytics teams to enhance financial data accessibility and support self‑service reporting for business units.
• Identify and implement process improvements to streamline FP&A activities, reduce cycle times, and enhance accuracy.
• Evaluate and deploy financial planning systems and tools that support advanced analytics, automation, and scalability.
• Stay updated on industry best practices, continuously seeking ways to leverage technology for enhanced financial insights.

• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or relevant certification (e.g., CPA, CFA) is preferred.
• 8+ years of progressive experience in FP&A, financial analysis, or related fields.
• Deep understanding of B2B SaaS businesses, metrics, and customer life cycles.
• Strong analytical, problem‑solving, and modeling skills, with a deep understanding of financial statements and business drivers.
• Excellent interpersonal and communication skills, with the…