About Us
HighLevel is an AI-driven, all-in-one white-label sales and marketing platform designed to help agencies, entrepreneurs, and businesses enhance their digital presence and accelerate growth. We proudly support a global network of over 2 million businesses, including agencies, consultants, and companies of all sizes across various industries. HighLevel equips users with the tools they need to attract, engage, and convert leads into loyal customers. As of mid-2025, our platform processes more than 4 billion API calls and over 2.5 billion message events daily. We manage over 470 terabytes of data across five databases, operate a network of more than 250 microservices, and support over 1 million hostnames.

Our People
With a team of over 1,500 professionals across more than 15 countries, we operate in a remote-first, globally distributed environment. We’re building more than just software—we’re fostering a worldwide community grounded in creativity, collaboration, and meaningful impact. We take pride in nurturing a culture where innovation flourishes, ideas are valued, and people come first—no matter where they live.

Our Impact
As of mid-2025, our platform supports over 1.5 billion messages, helps generate more than 200 million leads, and facilitates over 20 million conversations each month for the 2 million+ businesses we serve. Behind these numbers are real people growing their companies, engaging with customers, and making a difference—and we’re proud to help make that possible.

Who You Are
HighLevel is looking for an experienced Director of Corporate Financial Planning & Analysis (FP&A) to join our expanding Finance team. This is a key leadership role responsible for driving our core financial planning and reporting efforts in close collaboration with cross-functional leaders. You will shape and execute the FP&A strategy to build a top-tier function. We’re seeking someone with exceptional problem-solving and communication skills and a proven track record of leading and scaling FP&A teams in fast-growing SaaS companies. This role reports directly to the Head of Finance.

What You Will Do

– Lead the timely preparation of consolidated financial statements (Income Statement, Balance Sheet, and Cash Flow), and report on performance against financial goals and operational KPIs to help senior leaders optimize their functions.
– Oversee forecasting and strategic planning cycles by: (i) defining processes, timelines, and deliverables, (ii) working directly with stakeholders to manage the process, (iii) preparing consolidated business views, and (iv) presenting insights and recommendations to the executive team to guide resource allocation.
– Manage company-wide headcount planning in collaboration with People Operations and Talent Acquisition to align hiring with financial forecasts, ensure transparency in resource investments, and promote accountability.
– Lead the Corporate FP&A team, including recruiting and managing a high-performing team to support business growth and complexity.
– Identify and implement opportunities to streamline or automate reporting processes in partnership with Accounting, Finance, and Revenue Operations.
– Manage and enhance financial planning tools (e.g., Abacum or similar) and explore ways to better integrate business data into financial systems.
– Prepare financial reports for executive and board audiences, including board decks, dashboards, and scenario analyses that highlight key risks and opportunities.
– Conduct ad-hoc analyses to support leaders and decision-makers.

What You Bring

– Bachelor’s degree in Accounting, Finance, or a related field (CPA preferred but not required)
– 10+ years of progressive experience in Corporate FP&A, strategic finance, investment banking, or private equity, including 4+ years leading FP&A at a growth-stage or private equity-backed company and 4+ years managing teams
– Experience in SaaS, ideally with a usage-based pricing model
– Deep knowledge of GAAP and non-GAAP financial metrics, reporting, and internal controls for software companies
– Proven ability to lead change management within G&A and across departments during process or organizational changes
– Familiarity with public company financial reporting, quarterly closes, and guidance-setting
– Strong business partnering skills, especially with non-financial leaders at all levels
– Ability to operate effectively at both strategic and detailed levels, with strong judgment on when to apply each
– Skilled at using data and analysis to tell a compelling story and simplify complex issues for decision-making
– Highly detail-oriented, organized, and capable of managing multiple projects in a fast-paced environment
– A “player-coach” mindset—able to lead while actively improving processes and systems
– Advanced proficiency in Excel/Google Sheets, modern FP&A tools (e.g., Abacum, Pigment), and BI tools (e.g., Tableau)

EEO Statement
We are an Equal Opportunity Employer. As part of our compliance with affirmative action regulations, we invite applicants to voluntarily share demographic information. This data is used only for legal reporting requirements and will not affect your application or be used in the hiring process. It will be kept separate from your application.