At Level Access, we’re leading the digital accessibility revolution—helping global enterprises create inclusive, compliant, and exceptional digital experiences. Our AI-driven platform, combined with deep accessibility expertise, enables organizations to design, build, and maintain accessible web, mobile, and product experiences that align with WCAG, Section 508, and ADA standards.

We partner with some of the world’s largest brands to operationalize accessibility—transforming compliance from a checkbox exercise into a sustainable, organization-wide culture of inclusion!

The FP&A, Director will lead the financial planning and analysis function for Level Access, being responsible for the company-wide planning rhythm, performance insight, and long-range modeling that support profitable growth! This role will partner closely with the executive team to translate strategy into numbers, align investments with outcomes, and build a data-driven culture across the organization.

Core responsibilities

Enterprise Planning & Performance Management

• Be responsible for the annual operating plan, quarterly forecast cycles, and long-range plan, ensuring alignment with strategic and financial objectives.
• Build and maintain an integrated financial model that connects revenue, margins, operating expenses, headcount, and cash.
• Establish and handle a company-wide performance management cadence (monthly and quarterly reviews) with clear Financial KPIs, targets, and accountability.

SaaS Growth & Unit Economics

• Define and refine the company’s SaaS metrics framework, including ARR, NRR/GRR, CAC, LTV, payback period, and cohort analyses.
• Partner with Rev Ops, GTM and Product leaders to understand drivers of bookings, renewals, expansions, and upsell/cross-sell, and recommend portfolio and segment actions.
• Evaluate growth initiatives in partnership with Rev Ops (new products, geographies, channels, pricing/packaging) using robust unit economics and scenario analysis.

Strategic Finance & Decision Support

• Serve as a primary finance partner to the CEO, CFO, and ELT, providing structured analyses, decision memos, and recommendations for strategic choices and trade-offs.
• Lead financial evaluation for major initiatives such as M&A, partnerships, large enterprise deals, and significant technology or AI investments.
• Build and socialize frameworks for capital allocation, including investment thresholds, hurdle rates, and prioritization of spend.

Reporting, Insights, & Storytelling

• Build and deliver executive and board-level reporting that clearly explains performance, trends, and risks in a narrative, decision-ready format.
• Translate sophisticated analyses into concise, visually compelling materials for internal and external partners.
• Drive a consistent “single source of truth” for financial and operational metrics across teams.

Organizational Leadership & Collaboration

• Develop strong partnerships with leaders across GTM, Product, Engineering, People, and Operations.
• Champion a culture of accountability, transparency, and data-informed decision-making.

Process, Systems, & Data Excellence

• Develop and refine the FP&A calendar, processes, and templates to improve speed, quality, and predictability of planning and reporting cycles.
• Partner with Accounting, RevOps, and IT to improve the finance systems stack (ERP, planning, BI, CRM) and ensure consistent definitions and data integrity.
• Introduce automation and standardization to reduce manual work and enable more time on insights vs. data gathering.

Qualifications

Required

• 8–12 years of progressive experience in FP&A, strategic finance, or related roles, with significant time in B2B SaaS or recurring revenue models.
• Proven experience owning company-level planning and forecasting, not just a single function or region.
• Deep understanding of SaaS metrics and unit economics, and how they tie into long-term value creation.
• Proven track record of partnering with senior executives and influencing decisions through data and insight.
• Sophisticated proficiency in financial modeling and analysis, with comfort handling complex, multi-scenario models.
• Strong verbal and written communication skills, including experience preparing materials for executive and board audiences.
• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field.

Preferred

• Experience in a high-growth SaaS company in the $75M–$300M ARR range.
• Exposure to M&A evaluation and post-deal integration from a finance perspective.
• Experience working with modern planning and BI tools in addition to traditional spreadsheets.