Director, FP&A

About the role:

8am is seeking a strategic, people-centered Director, FP&A to lead our financial planning discipline and shape how we allocate capital, assess performance, and plan for long-term growth. In this role, you will lead a team to drive forecasting, budgeting, performance insights, and financial strategy across a diverse, rapidly scaling portfolio of products. You will partner closely with leaders across Finance, Accounting, Operations, Product, GTM, and Executive Leadership to deliver financial clarity, operational alignment, and forward-looking analysis that informs high-impact decision-making.

This role is ideal for an accomplished FP&A leader who thrives in a dynamic environment, enjoys building scalable processes, and brings a blend of analytical rigor, modeling excellence, and executive-level influence. You will set the bar for analytical accuracy and strategic insight while developing systems, frameworks, and rhythms that elevate the planning function across 8am.

About us:

At 8am, our vision is to power a world where professionals thrive. We start every day on a mission to empower professionals with the most trusted, innovative technology to deliver world-class outcomes for their clients and exceptional financial results for their business. They count on our purpose-built solutions to simplify operations, ensure compliance, and fuel profitable growth, so they can focus on their clients and do more of the work that matters.

Founded in 2005, 8am™ (formerly AffiniPay) is the professional business platform built to help legal, accounting, and other client-focused professionals run stronger, more profitable businesses. Today, more than 250,000 professionals across the U.S. trust 8am to help them work smarter, serve clients better, and unlock their full potential. We have been recognized as one of Inc 5000’s fastest growing companies in the U.S. for 13 years in a row, and as a result, our teams continue to grow as well!

What you'll do:

• Lead a team of FP&A professionals, overseeing forecasting, budgeting, long-range planning, and performance reporting.
• Translate company strategy into financial outcomes, insights, and recommendations that support executive decision-making.
• Own the company’s financial models that drive the planning function and shape executive decision making.
• Partner with Accounting to ensure accuracy of financial data, alignment on accrual-based forecasting, and integrity across financial processes.
• Develop and enhance KPI frameworks, dashboards, and reporting tools that measure performance and highlight drivers of growth and efficiency.
• Own and optimize financial systems, tools, and workflows to ensure data accuracy, automation, and scalability.
• Support Board reporting, investor communications, and PE-backed reporting requirements with crisp, insight-rich analysis.
• Develop FP&A talent through coaching, clear expectations, and a culture of analytical rigor - elevating the team’s capability to partner strategically with business leaders.
• Operate with a builder’s mindset, continuously improving processes, strengthening insights, and elevating financial planning across 8am.

About you:

• Experienced FP&A leader who brings a proactive, high-drive approach and thrives in a fast-moving environment.
• Minimum of 5 years leading an FP&A team, with demonstrated success owning a planning function end-to-end in a high-growth or scaling SaaS environment.
• Experience operating within a private equity–backed environment, including partnering on value creation initiatives and investor reporting.
• Proven leadership experience with the ability to run the FP&A function independently, with light-touch oversight from senior leadership.
• Strong business and financial acumen with demonstrated ability to translate company strategy into financial and operational plans. Must be able to translate complex data into clear, actionable insights.
• Advanced modeling and Excel expertise – recognized as a power user and exceptional at Excel-based work in forecasting, scenario planning, and analysis.
• Strong financial systems acumen with experience implementing, optimizing, or administering FP&A tools, workflows, and reporting platforms.
• Excellent communication skills with the ability to deliver crisp, executive-ready insights and influence cross-functional leaders.
• Experience developing, coaching, and elevating a high-performing analytics or FP&A team.
• MBA or advanced degree in Finance, Accounting, Economics, or related field (preferred).
• Preference for candidates based in—or open to relocating to—Austin, TX.

Nice to Have:

• Experience with Adaptive Insights or similar enterprise planning platforms.
• Demonstrated experience using AI in finance, including automated forecasting, anomaly detection, or predictive modeling.
• Experience with Tableau or equivalent BI tools for advanced reporting and insights.

Why 8am:

At 8am, our culture is shaped by the people who bring it to life every day. Together, we build a company rooted in continuous learning, genuine community, holistic wellness, and meaningful engagement—values that empower us as individuals and unite us as a team. Our culture is grounded in our core values: Work Smart, Win Fast; Outshine Ordinary, and We Find a Way. These values drive how we serve our customers and work with each other in a collaborative, inspiring, and empowering environment, every day.

Here’s how we support our 8Team:

• Health Insurance Coverage: We offer our 8Team a variety of medical, dental, and vision plans, designed to fit your needs, including a 100% company-paid HDHP plan for employees.
• Financial perks: We offer a competitive compensation and benefits package including annual bonuses, equity options and 401(k) or RRSP if in Canada, with a company match for all team members.
• Time for what matters: Flexible Time Off, paid holidays, and a parental leave program for our new parents.
• Wellness: Wellness stipends, mental health support, and one-on-one nutrition coaching.
• Learning and Development: Continuous learning through 8am.edu, leadership programs, professional development funds, and individually focused talent development.
• Giving back to the communities around us: Participate in our charitable matching gift program, paid time off for volunteer service, and company-sponsored volunteer events (both local and virtually).
• Engagement: Virtual and in-person team-building events, quarterly award recognition through our Rise & Shine Award of Excellence Program, and our peer-to-peer appreciation platform.

At 8am, we don’t just offer benefits - we create an environment where people can thrive, grow, and make a real impact every day.

Diversity, equity & inclusion at 8am:

At 8am, we recognize that innovation occurs with a strong team of people who are diverse in background, personality, talent and ideas. Experience comes in many forms and ensuring a diverse and inclusive workplace where we continue to learn from each other is an integral part of our culture. We are committed to creating a welcoming and transparent environment for all that embraces those differences through education, equal access to opportunities and information, inclusionary programs, and community outreach.

Security advisory:

Our hiring teams at 8am are dedicated to recruiting top talent that share our passion for serving the professional services industry through innovative financial technology. As such, our Talent Acquisition Team only follows legitimate hiring practices. We will always communicate with our candidates using emails with the 8am domain and will never ask for sensitive/personal data during the application process. All interviews take place over phone call, Zoom/Google Meet or in person. All offers are communicated verbally by our Talent Acquisition Specialists with a written offer letter as a follow up.