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Role Description

LifeLabs Learning is seeking a strategic and hands-on Director of Financial Planning and Analytics with 10+ years of experience to join our team. In this role, you will lead budgeting, forecasting, KPI reporting, and financial modeling to support strong decision-making across the business. Approximately 70% of your time will focus on partnering with the CFO to manage financial responsibilities for auditors, investors, and the Executive Team, while the remaining 30% will involve leveraging HubSpot and other KPI data to deliver strategic insights that drive executive decision-making.

What You’ll Do

• Financial Planning & Analysis
  • Develop and maintain financial models and KPI reporting.
  • Share insights about risks and opportunities using sensitivity analysis and other flexible planning tools.
  • Provide reporting packages at the appropriate level (Board, Senior Leader, Manager) that provide actionable insights.
  • Drive budgeting/forecasting cycles and work collaboratively with internal business partners and leadership.
  • Monitor aggregate spending and cash flow to ensure we stay on budget.
  • Analyze and explain variances and trends versus Budget, Forecast, and Prior Years.
  • Drive our KPI process and work cross-functionally to develop the right metrics.
  • Analyze business opportunities, risks, initiatives, product launches, service offerings, and new pricing models.
  • Run ad-hoc data analysis on strategic initiatives.
• Reporting & Month End Close
  • Partner with Accounting to ensure month end results are accurate.
  • Finalize monthly financial statements and KPI reports.
  • Provide data and financial visibility to departments and team leads.
  • Automate and optimize reporting and data infrastructure.
  • Prepare financial presentations for the Board of Directors.
• Financial and CRM Systems
  • Optimize and design scalable systems for financial data analysis.
  • Ensure financial and CRM-integrated records are accurate and compliant with data governance policies.
  • Leverage HubSpot to improve financial visibility and streamline forecasting.
  • Collaborate with Sales, Marketing, and Operations teams for accurate revenue tracking.
  • Provide insights from CRM data to inform strategic financial decisions.
  • Train and support team members in using HubSpot for finance-related tasks.
  • Serve as the primary contact for outsourced financial vendors and HubSpot-related integrations.
• Special Projects
  • Spot inefficiencies and look for opportunities to streamline our Finance function.
  • Assist the Finance team with a variety of special projects.
  • Collect feedback from project sponsors and collaborators.
  • Support deal-close activities through creative discounting and innovative business models.

Qualifications

• 10+ years of experience in Senior Accounting, FP&A, strategic finance, or related finance roles.
• Strong financial modeling, budgeting, forecasting, and variance analysis skills.
• Experience building reporting, dashboards, and KPI processes to support business decisions.
• Experience using HubSpot or other CRM and business data for forecasting and reporting.
• Ability to translate financial and operational data into clear recommendations for leaders.
• Strong partnership skills and ability to work cross-functionally with leaders.
• Comfortable working hands-on in a lean, fast-moving environment.
• Strong communication skills, including preparing materials for executive and board audiences.

Benefits

• Medical, dental, and vision insurance.
• Flexible vacation policy.
• 11 federal holidays.
• 2 LifeLabs holidays.
• Kind Fridays.
• CClean Break (Paid Time Off during the last week of the year).
• 401K match.
• Learning Days.
• Health & Wellness benefit.
• And more!