Sr. Director FP&A
Omnitracs
Job Title: Senior Director, Financial Planning & Analysis – North America Revenue
Location: Westlake, Texas
Job Type: Full-Time
Department: Financial Planning and Analysis
Reports To: VP of Finance
Position Summary:
The Senior Director of Financial Planning & Analysis (FP&A) for North America Revenue will serve as a key financial leader within the organization, responsible for guiding revenue planning, performance management, and strategic forecasting for our North American business. This role provides executive-level financial partnership, ensuring that leadership is equipped with the insights, education, and analysis necessary to make informed, data-driven decisions in a dynamic SaaS environment.
The successful candidate will demonstrate exceptional leadership capability, a strong command of SaaS revenue principles, and a track record of building credibility and trust with senior business partners—particularly within Sales. This individual must be proficient in navigating ambiguity, providing clarity in uncertain conditions, and establishing high standards of analytical rigor across the organization.
Key Responsibilities:
Lead the development, consolidation, and management of North America revenue forecasts, budgets, long-range plans, and performance reporting.
Serve as the primary financial advisor to senior leadership communicating revenue insights that strengthen decision-making, operational discipline, and strategic alignment.
Establish strong, collaborative relationships with Sales leadership, acting as a trusted partner to support pipeline management and revenue strategy execution.
Educate business leaders on financial concepts, performance drivers, and analytical methodologies to enhance organizational financial acumen.
Provide thoughtful challenge and guidance to senior stakeholders, ensuring financial implications are well understood and decisions are grounded in analytical evidence.
Lead a team of FP&A professionals, fostering a culture of accountability, development, and continuous improvement.
Oversee the creation of high-quality financial models, dashboards, and analytics that support visibility into key SaaS metrics such as ARR, MRR, retention, bookings, and pipeline health.
Drive enhancements in forecasting processes, systems, and data integrity to support scalability and operational excellence.
Identify and assess financial risks and opportunities, offering clear recommendations and proactive insights in situations where information may be incomplete or evolving.
Qualifications:
Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field; MBA or advanced degree preferred.
10+ years of progressive FP&A or strategic finance experience, including meaningful leadership responsibilities.
Experience within a SaaS or subscription-based business strongly preferred.
Demonstrated success partnering with and influencing senior executives, including members of the C-suite.
Strong experience building productive partnerships with Sales organizations and supporting revenue-driving functions.
Proven ability to educate, mentor, and elevate the financial literacy of business leaders.
Advanced analytics capability, with experience working with large datasets and tools such as Excel, SQL, Power BI, Tableau, or similar.
Exceptional communication skills, with the ability to distill complex information into clear, executive-ready narratives.
Strong decision-making capability, particularly in fluid or ambiguous business environments.
Demonstrated people-leadership skills with experience developing and managing high-performing teams with a bias toward execution.
EQUAL OPPORTUNITY EMPLOYER
SOLERA HOLDINGS, INC., AND ITS US SUBSIDIARIES (TOGETHER, SOLERA) IS AN EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER. THE FIRM'S POLICY IS NOT TO DISCRIMINATE AGAINST ANY APPLICANT OR EMPLOYEE BASED ON RACE, COLOR, RELIGION, NATIONAL ORIGIN, GENDER, AGE, SEXUAL ORIENTATION, GENDER IDENTITY OR EXPRESSION, MARITAL STATUS, MENTAL OR PHYSICAL DISABILITY, AND GENETIC INFORMATION, OR ANY OTHER BASIS PROTECTED BY APPLICABLE LAW. THE FIRM ALSO PROHIBITS HARASSMENT OF APPLICANTS OR EMPLOYEES BASED ON ANY OF THESE PROTECTED CATEGORIES.
