Director of FP&A

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Where we work

Ontra’s hybrid workplace allows for employees to choose their own adventure: remote, in-office, or a blend of both!

Available remote locations: United States (CA, CO, CT, DC, FL, GA, IL, MA, MN, NC, NJ, NV, NY, OR, PA, TN, TX, UT, VA, WA), Hong Kong, Singapore, United Kingdom.

Current offices: London, Los Angeles, New York City, San Francisco.

Please note that we currently hire exclusively in the remote and office locations listed above and select jobs may have more specific location requirements.

About the opportunity

The Director of FP&A is a great opportunity for an individual looking to make an impact as a senior finance leader. This role will develop and manage financial analyses and infrastructure that enable Ontra’s management team to meet its operational and strategic objectives. This role will lead all financial planning and provide analytical support for various initiatives across the company

A core part of the role will be the management of Ontra’s budgeting process. This role will create and develop complex models that equip our organization with meaningful insights and recommendations. The Director of FP&A will be a key partner in all areas of the business. You will provide actionable advice through KPIs, dashboards, and ad-hoc analyses that drive performance, minimize risk, and highlight new opportunities.

If you have experience leading an FP&A team in a fast-paced environment, private equity, or investment banking we would love to hear from you!

The Director of FP&A will report directly to the VP of Finance & Accounting, and the location is flexible.*

What you’ll do

  • Financial planning: Develop the financial planning required to achieve the company objectives; lead the annual budget process and generate rolling forecasts
  • Modeling & analysis: Build and maintain complex scenario and decision-making models and prepare financial reporting; develop analyses, forecasts, KPIs, and dashboards that inform the management team and the Board
  • Cross-functional collaboration: Work cross-functionally on analyses, presentations, and reporting; partner with the management team to prepare Board materials
  • Process development: Build a scalable infrastructure through technology to support the company’s current and future FP&A requirements

What you’ll bring

  • Experience: Bachelor’s degree and 5+ years of experience in a SaaS business, private equity, or investment banking (operating experience in a SaaS business preferred)
  • Leadership: Proven track record of leading FP&A activities
  • Modeling skills: Expert-level skills in developing complex financial and decision-making models in Microsoft Excel
  • Strategic thinking: Ability to work closely with company leadership by making recommendations about company objectives; ability to communicate a story or recommendation through the analysis of large data sets
  • Collaboration: Ability to work well on a team and across the organization with internal stakeholders in other functions
  • Communication: Excellent verbal and written communication skills; ability to take data and analysis and communicate it in a clear and concise manner

Colorado applicants only: The estimated annual cash salary for this role is $166,000. The total compensation package may also include unit-based compensation and benefits. Salaries for other locations may vary.*

About Ontra

Ontra, the global leader in Contract Automation and Intelligence, combines AI-enabled software with a global network of highly-trained lawyers to offer a comprehensive solution for recurring legal workflows. By streamlining repetitive legal processes and transforming contracts into structured data, Ontra lowers costs, improves quality, and reduces turnaround times. Ontra is headquartered in San Francisco, with global operations across North America, Europe, and Asia. Learn more at www.ontra.ai.

Our benefits

  • Competitive salary
  • Opportunity to participate in one of Ontra’s unit-based compensation programs 
  • Medical, dental, and vision insurance base plans at no additional cost
  • Employer-sponsored retirement plans
  • Hybrid/remote work flexibility & WFH budget (equivalent of $1K USD)
  • Annual professional development stipend (equivalent of $2K USD)
  • 4 months of parental leave (52 weeks for UK employees)
  • Unlimited vacation
  • Twice-weekly lunch perk
  • And much more!

Inclusivity

Ontra is committed to the full inclusion of all qualified individuals. As part of this commitment, Ontra will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].

*Note on Pay Transparency: As required by state and local regulations, Ontra provides an estimate of the compensation for roles that may be hired in Colorado. Please note that actual compensation may vary from this estimate depending on individual candidate qualifications and experience. Additionally, Ontra leverages market data to determine compensation, so posted compensation figures are subject to change as new market data becomes available.

Note on Employment Verification: All employees hired will be required to verify identity and eligibility to work in their particular location.

Note to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to Ontra will NOT be accepted or considered as a submission without a signed agreement in place.

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Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • PythonLanguages
    • RubyLanguages
    • SqlLanguages
    • PandasLibraries
    • SpacyLibraries
    • Scikit-learnLibraries
    • NumpyLibraries
    • PandocLibraries
    • TesseractLibraries
    • Ember.jsFrameworks
    • Ruby on RailsFrameworks
    • TensorFlowFrameworks
    • PytorchFrameworks
    • KerasFrameworks
    • DaskFrameworks
    • TornadoFrameworks
    • JupyterFrameworks
    • PostgreSQLDatabases
    • RedisDatabases
    • SnowflakeDatabases
    • SegmentAnalytics
    • FigmaDesign
    • SketchDesign
    • NetlifyDesign
    • AsanaManagement
    • Pivotal TrackerManagement
    • NotionManagement
    • WordpressCMS
    • SalesforceCRM
    • LeanDataCRM
    • KlipfolioCRM
    • BizibleCRM
    • MailChimpEmail
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    • G-suiteEmail
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    • MarketoLead Gen
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    • DriftLead Gen
    • On24Lead Gen
    • SendosoLead Gen
    • GongLead Gen
    • Google AdsLead Gen

Location

Colorado, CO

An Insider's view of Ontra

How would you describe the company’s work-life balance?

Everyone is trusted to take time off throughout the year when they want to, and they actually do take time off. I also have my Slack notifications turned off every night, on weekends, and on PTO. We’re all about finding ways to achieve ambitious goals with sustainable and healthy day-to-day processes.

Robyn

User Experience Designer

What does your typical day look like?

I spend most of my time with our customers to understand the tech-enabled legal processes currently in place and offer recommendations on products and services that will support their continued success. I work across the organization from partnering with our attorney partners- to collaborating with the Product team to improve and scale our process.

Josh

Managing Director, Account Management

What are Ontra Perks + Benefits

Culture
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Pair programming
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Documented equal pay policy
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Team workouts
Mental health benefits
Financial & Retirement
401(K)
Company equity
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Paid holidays
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
Pet friendly
Home-office stipend for remote employees
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Customized development tracks
Paid industry certifications

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