Director of Financial Planning and Analysis

*CANDIDATES MUST BE LOCATED IN THE UNITED STATES** About SafelyYou SafelyYou’s passionate mission is to empower safer, more person-centered care across senior living through world-leading AI, industry-changing hardware, and remote expert clinicians, significantly improving outcomes for residents while increasing peace of mind for families and reducing costs for communities. Originating in 2015 as the doctoral research of CEO George Netscher—and inspired by his own family's experience with Alzheimer's disease—SafelyYou was spun out of UC Berkeley’s Artificial Intelligence Research Lab, one of the top five AI research groups in the world. And today, our company is solving critical challenges in senior living, from resident falls and ER visits to staffing concerns, length of stay, and NOI. All helping ensure that communities can focus on improved care for residents while still reaching their financial goals. SafelyYou is one of five most innovative fall technologies referenced in the Senate Falls Report (2019), a winner of the McKnight’s Tech Partner of the Year, and has been named to Fortune’s Impact 20 list, which recognizes companies making people’s lives better through innovation. Your Role at SafelyYou SafelyYou is looking for a builder — a Director of FP&A who will own and shape the financial planning function at a pivotal moment in our growth. This is a high-impact, high-visibility role reporting directly to the VP of Finance. You will be the primary architect of how we plan, forecast, and measure financial performance across a business with both SaaS and hardware dimensions. We’re looking for someone who can translate numbers into stories to drive decisions — who understands that the value of FP&A is not in the outputs it produces, but in the actions it enables. You will work directly with the CEO, COO, and department heads to ensure financial clarity drives better resource allocation, faster decision-making, sharper forecasting, and stronger operating discipline. You will inherit an existing foundation — financial models, budgets, and reporting packages are in place— and will have the opportunity to assess, refine, and, where necessary, rebuild them, maturing the function to match our next stage of growth. This is a director-level individual contributor role to start, with the understanding that, as the function is built out, external or internal resources could be added to build out a small team over the next few years. Salary Range: $170,000 to $190,000 annually Key Responsibilities: Financial Planning Lead the annual budget and mid-year budget refresh processes across all functions, with clear ownership of planning dimensions by cost center, headcount, product line, and customer type Develop and maintain a long-range financial plan that connects strategic objectives to operating assumptions Work with senior leaders to set sales and revenue targets by product, for both contracted and utilization models Partner with HR and Operations to support headcount planning by building models for both operational and COGS resource allocation, evaluating short-term and long-term trade-offs Forecasting Partner with sales and business development to build robust pipeline and sales forecast models, providing operational teams with timely visibility into volume, timing, and resource requirements Maintain a risk and opportunity tracker updated monthly, surfacing material variances before they land in the actuals Build and maintain SaaS and hardware-specific forecasting models incorporating ARR, net revenue retention, churn, implementation pipeline, and inventory purchase and deployment schedules Performance Reporting Design and own the monthly management reporting package for internal leadership and quarterly board decks Own the FP&A side of the monthly close — coordinating with Accounting on accruals, reconciling actuals against forecast, and ensuring a clean, validated financial view is in place before management reporting is distributed Establish a single, authoritative source of truth for key metrics and build and maintain dashboards that give leadership real-time visibility into business performance Assess the current FP&A technology landscape, identify and implement best-in-class tools, and drive automation and efficiency across planning, forecasting, and reporting through great tooling and AI Performance Analysis Translate financial variances into root cause analysis with clear operating implications — drilling from board-level numbers down to the specific business unit, product, or customer driver Connect financial findings to recommended actions, not just observations The Ideal Candidate: Experience 7+ years of progressive FP&A experience, with at least 3 years in a senior or lead role Required: experience in a SaaS business with recurring revenue metrics (ARR, NRR, CAC, LTV, gross margin) Required: experience in a business with a hardware or physical product component — understanding of COGS, installation economics, and inventory dynamics Required: startup or high-growth environment experience; comfort operating without established processes, building from scratch, and prioritizing ruthlessly Skills Exceptional financial modeling capability — three-statement models, scenario analysis, and driver-based forecasting Strong command of SaaS metrics and unit economics Experience building or improving FP&A infrastructure: data definitions, model architecture, reporting workflows, and automation Expert level in both Google Sheets and Microsoft Excel How You Work Skilled at distilling complex financial information into concise, board-appropriate narratives; equally comfortable presenting to the CEO and walking a department head through a cost center variance Proactive and transparent communicator who surfaces risks and issues early, frames them in context, and arrives with a point of view on what to do about them A natural collaborator who knows how to build alignment without letting it slow things down — able to bring the right people along and still hit the deadline. Bias toward clarity and action — produces analysis that is easy to comprehend and changes decisions, not analysis that gets filed Comfortable with ambiguity and able to prioritize across competing demands in a lean team environment Why Join Us? You Can Make a Difference! SafelyYou offers a competitive compensation package, including but not limited to: A mission-driven company culture Fully remote Competitive salary & benefits, including fully paid employee premiums for Medical, Dental, and Vision 401k Program Monthly Education, Well-being & WFH stipends Non-accrual PTO Growth Potential Company Retreats Medical & Family/Parental Leave At SafelyYou, we believe that a diverse, equitable, and inclusive workplace makes us a more relevant, competitive, and resilient company. We are committed to creating a diverse and inclusive workforce that celebrates diversity. We do not discriminate based on race, color, ancestry, religion, national origin, sexual orientation, age, citizenship, marital or family status, disability, gender identity or expression, veteran status, or any other legally protected status. We value all the perspectives our team members bring to the table, and that is why we don’t look for culture fit, but culture add. We want to hear from YOU! We encourage you to apply even if you do not fit 100% of the technical requirements.