Role overview

Benevity, a social action technology platform serving most of the Fortune 100, 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 a single team reporting to the Senior Vice President of Finance. You will transform revenue data into strategic decisions that drive go-to-market performance and executive decision-making.

Key responsibilities

Own the revenue plan by setting bookings, ARR and revenue targets while translating them into quotas and territory capacity in partnership with Sales, Client Success and Marketing.
Lead the company-wide revenue forecast cycle and prepare scenario analysis and sensitivity modeling to support go-to-market planning and leadership conversations.
Build and maintain financial models that connect go-to-market drivers such as pipeline, conversion, retention and expansion to financial outcomes.
Develop executive-level dashboards and deliver weekly, monthly and quarterly reporting on revenue performance, translating complex data into actionable insights.
Standardize KPIs and definitions across Sales, Marketing and Customer Success to create a single source of truth for the organization.
Design, model and refresh sales commission and incentive plans aligned to company strategy, overseeing calculation, administration and auditing of commissions.
Lead and develop a team that includes Revenue Operations and an FP&A analyst, building planning capability while fostering strong reporting and continuous process improvement.

Requirements

Eight or more years of progressive experience in FP&A, revenue operations, sales finance or related fields, including at least three years leading people, with 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 and forecasting including targets, pipeline management, commit management, actuals and variance analysis.
Advanced financial modeling skills plus experience with planning software such as Pigment, Adaptive Insights or Anaplan, and familiarity with ERP systems like NetSuite.
Strong proficiency with Salesforce and business intelligence tools such as Tableau, along with solid understanding of SaaS and fintech metrics.
Proven 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 enhance analysis and reporting.
Bachelor’s degree in Finance, Accounting, Business or a related field; MBA, CPA or CFA credentials are valued assets.

What makes this role worth considering

You’ll join a mission-driven B Corporation in Canada working alongside a global team committed to social impact. Benevity offers a flexible hybrid work approach that supports strong collaboration and personal well-being, with diversity, equity, inclusion and belonging embedded in the company’s culture. This role sits at the intersection of finance and go-to-market strategy, offering the opportunity to move a team from reporting into strategic planning while shaping how a purpose-driven organization scales.