Role overview

Benevity, a B Corporation providing social action technology to Fortune 100 companies, is seeking a Director of Financial Planning & Analysis to lead revenue planning, reporting and operations. This newly expanded role combines FP&A and Revenue Operations into one integrated function, reporting to the Senior Vice President of Finance. You will transform revenue data into strategic decisions that drive the company’s go-to-market engine.

Key responsibilities

Own the revenue planning process by setting bookings, Annual Recurring Revenue and revenue targets, then translating them into sales quotas and territory capacity alongside Sales, Client Success and Marketing leaders.
Lead the company-wide revenue forecasting cycle and prepare scenario analysis and sensitivity modeling to support go-to-market planning and sales leadership decisions.
Build and maintain financial models that connect go-to-market drivers such as pipeline, conversion, retention and expansion to overall financial outcomes.
Develop executive dashboards and deliver weekly, monthly and quarterly reporting on revenue performance, translating complex data into actionable insights that shape strategy.
Design, model and maintain sales commission and incentive plans aligned to company strategy and budget, while overseeing calculation, administration, auditing and dispute resolution.
Lead and develop a team that includes Revenue Operations staff and an FP&A analyst, building planning capability and improving processes, systems and controls as the organization scales.
Act as a trusted advisor to the executive team, standardizing key performance indicators across Sales, Marketing and Customer Success to create a single source of truth.

Requirements

Eight or more years of progressive experience in FP&A, revenue operations, sales finance or related fields, with at least three years leading people; SaaS or fintech experience strongly preferred.
Hands-on experience designing and administering sales commission and incentive plans using tools such as CaptivateIQ or Xactly.
Deep expertise in revenue reporting, forecasting, pipeline management, commit tracking, actuals reconciliation and variance analysis.
Advanced financial modeling skills and experience with planning software such as Pigment, Adaptive Insights or Anaplan, plus familiarity with enterprise resource planning systems like NetSuite.
Strong proficiency with Salesforce and business intelligence tools such as Tableau, combined with solid understanding of SaaS and fintech metrics.
Demonstrated ability to build and scale processes, systems and controls across go-to-market organizations, with curiosity about AI tools and a track record of using them to improve analysis.
Excellent communication and presentation skills, with the ability to influence leaders across Sales, Client Success and Finance functions; a coaching mindset focused on building and developing talent.
Bachelor’s degree in Finance, Accounting, Business or a related field; an MBA, CPA or CFA is considered an asset.

What makes this role worth considering

Benevity operates with a flexible hybrid work model that values both in-person collaboration at offices and remote flexibility, allowing you to make thoughtful decisions about when to work on-site. The company is deeply committed to diversity, equity, inclusion and belonging as core organizational values. You will work at a purpose-driven B Corporation where the mission of helping companies and their employees do good is genuinely embedded in the culture, offering meaningful work alongside strong growth and development opportunities.