Sr. Director of Strategic Finance

PerformYard, a profitable, growth-stage B2B SaaS company, is seeking a strategic, growth-oriented Sr. Director of Strategic Finance to lead its next phase of expansion. PerformYard transforms how organizations manage and measure employee performance with its AI-enabled platform.

About the Role

This leader will own the financial planning and analysis function while simultaneously delivering rigorous financial strategy, evaluating build-vs-buy and M&A opportunities, forging high-impact partnerships, and developing scalable revenue channels beyond direct sales. Reporting to the VP of Finance and working directly with the CEO, executive team, and Board, this role is crucial for accelerating growth, deepening ecosystem integrations, supporting exit readiness, and driving long-term enterprise value.

What You'll Do:

Strategic Finance & Planning

• Own the company’s financial planning and analysis function, including annual budgets, quarterly forecasts, scenario modeling, and long-range strategic plans.
• Build and present board-ready financial materials, KPI dashboards, and investor narratives that translate operational performance into strategic insight.
• Lead capital allocation decisions, evaluate investment opportunities, and develop financial frameworks for pricing, packaging, and go-to-market expansion.
• Partner with department heads across Sales, Product, Engineering, and Customer Success to drive data-informed resource allocation and operational efficiency.
• Develop and maintain frameworks for measuring the financial impact and ROI of AI initiatives, ensuring AI investments are tied to measurable improvements in retention, efficiency, and revenue growth.
• Advise on capital allocation, commercial trade-offs, and strategic investments to maximize business impact.

Partnership Strategy & Ecosystem Development

• Lead build-vs-buy analysis for new capabilities, providing rigorous financial and strategic frameworks.
• Identify and evaluate M&A and strategic investment opportunities, conducting due diligence, financial modeling, and integration planning.
• Identify, negotiate, and close partnership agreements with HRIS, payroll, and complementary HR technology providers.
• Define partnership KPIs and build reporting frameworks to measure ROI, partner engagement, and contribution to overall revenue targets.
• Represent PerformYard externally with investors, partners, and industry stakeholders.

Enterprise Value & Exit Readiness

• Lead exit planning and readiness activities, including data room setup and maintenance, investor materials preparation, and due diligence coordination.
• Drive enterprise value creation initiatives focused on improving net revenue retention, accelerating ARR growth, and strengthening unit economics.
• Develop and track value creation dashboards that connect operational metrics to enterprise valuation drivers.
• Quantify and communicate the enterprise value impact of AI-powered features.
• Partner with the VP of Finance to ensure financial reporting, controls, and data integrity meet required standards.

Key Metrics and Success Criteria

• Financial Performance: Budget accuracy, forecast reliability, capital efficiency, and Rule of 40 progression.
• Enterprise Value: Net revenue retention improvement, ARR growth acceleration, and exit readiness milestones.
• AI Value Realization: Measurable ROI of AI initiatives across retention, ARPU, and operational efficiency.
• Ecosystem Expansion: Number and quality of active partnerships, integration adoption rates, and co-sell win rates.

What You’ll Bring:

• 10+ years of progressive experience in strategic finance, corporate development, investment banking, or management consulting, with meaningful time spent in B2B SaaS.
• Demonstrated track record of building and scaling partnership programs.
• Deep fluency in SaaS financial metrics (ARR, NDR, CAC/LTV, Rule of 40) and a proven ability to translate financial data into actionable strategic recommendations.
• Demonstrated success partnering with executive teams and Boards.
• Experience leading build-vs-buy evaluations and M&A due diligence.
• Familiarity with exit planning activities.
• Experience developing frameworks for measuring the financial impact of AI and technology investments.
• Data-driven leader, comfortable aligning financial and partnership investments to ROI and value creation.

Benefits

In addition to compensation, PerformYard offers medical, dental, and vision health insurance benefits with an HSA plan, disability insurance, a 401k plan, generous PTO, paid holidays, and other benefits.

This is a 100% Remote Position - now & forever.