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Director, Financial Planning and Analysis



Accounting & Finance
New York, NY, USA
Posted on Tuesday, April 23, 2024

This position is based in our NYC office.

About us:
Templafy is the next gen document generation platform that automates all document creation across organizations. Our platform eliminates manual document work allowing companies to drive governance, efficiency and ultimately business results. Templafy supports millions of users and enables over 800 enterprise customers such as KPMG, IKEA, BDO and more.

Founded in Copenhagen, Denmark, in 2014, Templafy’s success is built by our 60+ employee nationalities found at offices around the world. We believe when people feel they belong, have a voice, and feel heard, they are happier and perform better, and that way, everyone wins. Our innovation, diversity, and unique product have raised over 200 million in funding from Insight Venture Partners, Seed Capital, Dawn Capital, Damgaard Company and Golub Capital.

Who you are:
The Director, Financial Planning & Analysis (FP&A) reports directly to the CFO and is responsible for leading the FP&A function to chart the financial course of Templafy’s global business.

As the Director of FP&A, you’ll work closely with C-Level executives to drive financial performance, strategy and execution. You will lead and develop a high performing team through business complexities and spearhead the expansion and enhancement of our planning, forecasting, and modeling processes, bringing innovation and efficiency to all aspects of our financial operations.

What you’ll do:

  • Partner with leaders across the business to better understand their financial and operating results, solve complex business challenges, identify risks/opportunities and make smart investments
  • Develop meaningful analyses that drive better business outcomes and aid in the continuous improvement of forecast accuracy
  • Own the financial projection models for both the near and long term, driving a high degree of accuracy in the near-term (12-18 months) and working with business partners to identify levers for greater efficiency in the long-term
  • Drive the annual budgeting process and quarterly forecast process.
  • Refine financial reporting processes for internal stakeholders and investors.
  • Lead through change and support adoption of technology for improved processes, automated reporting and better business insights, utilizing automation to allow the team to focus on analysis rather than manual synthesis
  • Support a variety of special projects, including business model and product changes, investment decisions, fund-raising, and prospective merger and acquisition opportunities.
  • Lead, mentor and grow a high-performance team, while fostering an environment of continuous learning and development

What you’ll need to succeed:

  • 7+ years of experience in FP&A, strategic finance, investment banking, VC, PE or other similar roles; at least 3+ years in a management capacity
  • Experience in a high-growth enterprise software environment; facile with SaaS business models and KPIs, capable of prioritizing and executing on many projects at once
  • Business partnership and collaboration experience at the executive level; ability to effectively communicate to both financial and non-financial audiences
  • Exceptional communication skills with the ability to distill complex financial information into a narrative that enables decision making.
  • Collaborative attitude and the ability to establish solid partnerships and build consensus at all levels of the organization.
  • Willingness to disrupt the status quo to create positive change and improve the impact of FP&A.
  • Exceptional financial modeling skills with an ability to create sustainable and reliable models to enable better understanding and decision making.
  • Critical thinking, problem solving and inquisitiveness coupled with a desire to continuously learn new skills.
  • An ability to make decisions and move forward with limited information - an ability to “operate in the gray”
  • Knowledge of Adaptive Planning, NetSuite and data visualization tools such as PowerBI a plus

Employee Benefits:

  • Employee equity program
  • Comprehensive health insurance
  • Parental leave
  • Commuter Benefits
  • Unlimited time off
  • 401K
  • Employee Assistance Program
  • Company discount program
  • Flexible work environment

We interact freely across teams and are dedicated to building a strong company culture with an emphasis on career development and plenty of social events.


Base Salary: $142,500-$195,000. Exact compensation may vary based on skills, experience, and location.

Templafy is a workplace of belongingness. To us this means that you have a voice, you dare to speak up, and your voice is heard. We focus on offering an environment that allows all employees to feel that they belong regardless of race, color, ancestry, religion, gender, gender identity, genetic information, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or other status.