Director of Financial Planning and Analytics (Full Time) - 2026
LifeLabs Learning is the source for instantly useful, delightfully unusual, science-backed training for managers and teams. We teach skills to build passionate and high-performing teams faster.
We're a diverse team of experts who focus on Tipping Point Skills(TM) like coaching, feedback, prioritization, and inclusion — teaching only the behaviors that lead to the biggest impact in the shortest time. We make these skills stick by helping organizations build them into their culture and systems - and we have fun doing it! Learn more about us here!
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LifeLabs Learning is seeking a strategic and hands-on Director of Financial Planning and Analytics with 10+ years of experience to join our team. In this role, you will lead budgeting, forecasting, KPI reporting, and financial modeling to support strong decision-making across the business. Approximately 70% of your time will focus on partnering with the CFO to manage financial responsibilities for auditors, investors, and the Executive Team, while the remaining 30% will involve leveraging HubSpot and other KPI data to deliver strategic insights that drive executive decision-making.
The Details:
• Location: Remote (can be based anywhere in the U.S.)
• Employment Type: Full-time
• Starting Salary: $150,000-$170,000
• Incentives: As part of your compensation package, you will be eligible to participate in our Success Share program (short-term incentive) and to be rewarded a Profits Interests Units grant commensurate with your role.
• Benefits: medical, dental, and vision insurance; flexible vacation policy, 11 federal holidays, 2 LifeLabs holidays, Kind Fridays, CClean Break (Paid Time Off benefit during the last week of the year), 401K match, Learning Days, Health & Wellness benefit, and more!
What You’ll Do:
1. Financial Planning & Analysis
• Develop and maintain financial models and KPI reporting and share insights about risks and opportunities using sensitivity analysis and other flexible planning tools.
• Provide Reporting packages at the appropriate level (Board, Senior Leader, Manager) that provide actionable insights and support decision making.
• Drive budgeting/forecasting cycles and work collaboratively with internal business partners and leadership to ensure forecasts are accurate and department leaders understand their current vs. budgeted spending targets.
• Monitor aggregate spending and cash flow to ensure we stay on budget.
• Analyze and explain variances and trends versus Budget, Forecast, and Prior Years.
• Drive our KPI process and work cross-functionally to develop the right metrics and monitor the leading indicators that ensure we are tracking toward our goals
• Analyze business opportunities, risks, initiatives, product launches, service offerings, and new pricing models, and make recommendations on the best path forward.
• Run ad-hoc data analysis on strategic initiatives.
2. Reporting & Month End Close
• Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
• Finalize monthly financial statements and KPI reports.
• Provide data and financial visibility to departments and team leads.
• Automate and optimize reporting and data infrastructure.
• Prepare financial presentations for the Board of Directors.
3. Financial and CRM Systems
• Optimize and design scalable systems for financial data analysis, reporting, and monitoring of spending.
• In partnership with RevOps, ensure financial and CRM-integrated records are accurate, organized, securely backed up, and compliant with data governance policies.
• In partnership with RevOps, leverage HubSpot (our CRM) to improve financial visibility, streamline forecasting, and integrate CRM data into financial planning workflows.
• Collaborate with Sales, Marketing, and Operations teams to ensure accurate revenue tracking, deal management, pipeline forecasts, and financial reporting alignment.
• Provide insights from CRM data to inform strategic financial decisions and organizational performance.
• Train and support team members in using HubSpot for finance-related tasks, including invoicing, contract tracking, and expense forecasting.
• Serve as the primary contact for outsourced financial vendors and HubSpot-related integrations to ensure high performance.
4. Special Projects
• Spot inefficiencies and look for opportunities to streamline, improve, and scale our Finance function.
• Assist the Finance team with a variety of special projects with timely initiatives and roll-outs.
• Collect feedback from project sponsors and collaborators.
• Support deal-close activities through creative discounting and the development of new and innovative business and pricing models.
What You’ll Bring:
• 10+ years of experience in Senior Accounting, FP&A, strategic finance, or related finance roles
• Strong financial modeling, budgeting, forecasting, and variance analysis skills
• Experience building reporting, dashboards, and KPI processes to support business decisions
• Experience using HubSpot or other CRM and other business data to support forecasting, reporting, and financial insights
• Ability to translate financial and operational data into clear recommendations for leaders
• Strong partnership skills and ability to work cross-functionally with leaders across the business
• Comfortable working hands-on in a lean, fast-moving environment
• Strong communication skills, including preparing materials for executive and board audiences
Let’s do this! Come be part of a team where you will learn something new every day, challenge yourself and others, laugh a lot, and make a real impact by teaching people life’s most useful skills.
LifeLabs Learning is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. We will not have access to your personal Equal Employment Opportunity Commission information during the interview process. LifeLabs Learning is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request a reasonable accommodation, please let us know in your application or email us at [email protected]
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We're a diverse team of experts who focus on Tipping Point Skills(TM) like coaching, feedback, prioritization, and inclusion — teaching only the behaviors that lead to the biggest impact in the shortest time. We make these skills stick by helping organizations build them into their culture and systems - and we have fun doing it! Learn more about us here!
---------------------------------------------------------------------------------------------
LifeLabs Learning is seeking a strategic and hands-on Director of Financial Planning and Analytics with 10+ years of experience to join our team. In this role, you will lead budgeting, forecasting, KPI reporting, and financial modeling to support strong decision-making across the business. Approximately 70% of your time will focus on partnering with the CFO to manage financial responsibilities for auditors, investors, and the Executive Team, while the remaining 30% will involve leveraging HubSpot and other KPI data to deliver strategic insights that drive executive decision-making.
The Details:
• Location: Remote (can be based anywhere in the U.S.)
• Employment Type: Full-time
• Starting Salary: $150,000-$170,000
• Incentives: As part of your compensation package, you will be eligible to participate in our Success Share program (short-term incentive) and to be rewarded a Profits Interests Units grant commensurate with your role.
• Benefits: medical, dental, and vision insurance; flexible vacation policy, 11 federal holidays, 2 LifeLabs holidays, Kind Fridays, CClean Break (Paid Time Off benefit during the last week of the year), 401K match, Learning Days, Health & Wellness benefit, and more!
What You’ll Do:
1. Financial Planning & Analysis
• Develop and maintain financial models and KPI reporting and share insights about risks and opportunities using sensitivity analysis and other flexible planning tools.
• Provide Reporting packages at the appropriate level (Board, Senior Leader, Manager) that provide actionable insights and support decision making.
• Drive budgeting/forecasting cycles and work collaboratively with internal business partners and leadership to ensure forecasts are accurate and department leaders understand their current vs. budgeted spending targets.
• Monitor aggregate spending and cash flow to ensure we stay on budget.
• Analyze and explain variances and trends versus Budget, Forecast, and Prior Years.
• Drive our KPI process and work cross-functionally to develop the right metrics and monitor the leading indicators that ensure we are tracking toward our goals
• Analyze business opportunities, risks, initiatives, product launches, service offerings, and new pricing models, and make recommendations on the best path forward.
• Run ad-hoc data analysis on strategic initiatives.
2. Reporting & Month End Close
• Partner with Accounting to ensure month end results are accurate and reflect all accruals, reversals, and reclasses.
• Finalize monthly financial statements and KPI reports.
• Provide data and financial visibility to departments and team leads.
• Automate and optimize reporting and data infrastructure.
• Prepare financial presentations for the Board of Directors.
3. Financial and CRM Systems
• Optimize and design scalable systems for financial data analysis, reporting, and monitoring of spending.
• In partnership with RevOps, ensure financial and CRM-integrated records are accurate, organized, securely backed up, and compliant with data governance policies.
• In partnership with RevOps, leverage HubSpot (our CRM) to improve financial visibility, streamline forecasting, and integrate CRM data into financial planning workflows.
• Collaborate with Sales, Marketing, and Operations teams to ensure accurate revenue tracking, deal management, pipeline forecasts, and financial reporting alignment.
• Provide insights from CRM data to inform strategic financial decisions and organizational performance.
• Train and support team members in using HubSpot for finance-related tasks, including invoicing, contract tracking, and expense forecasting.
• Serve as the primary contact for outsourced financial vendors and HubSpot-related integrations to ensure high performance.
4. Special Projects
• Spot inefficiencies and look for opportunities to streamline, improve, and scale our Finance function.
• Assist the Finance team with a variety of special projects with timely initiatives and roll-outs.
• Collect feedback from project sponsors and collaborators.
• Support deal-close activities through creative discounting and the development of new and innovative business and pricing models.
What You’ll Bring:
• 10+ years of experience in Senior Accounting, FP&A, strategic finance, or related finance roles
• Strong financial modeling, budgeting, forecasting, and variance analysis skills
• Experience building reporting, dashboards, and KPI processes to support business decisions
• Experience using HubSpot or other CRM and other business data to support forecasting, reporting, and financial insights
• Ability to translate financial and operational data into clear recommendations for leaders
• Strong partnership skills and ability to work cross-functionally with leaders across the business
• Comfortable working hands-on in a lean, fast-moving environment
• Strong communication skills, including preparing materials for executive and board audiences
Let’s do this! Come be part of a team where you will learn something new every day, challenge yourself and others, laugh a lot, and make a real impact by teaching people life’s most useful skills.
LifeLabs Learning is an equal opportunity employer. All applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or genetic information. We will not have access to your personal Equal Employment Opportunity Commission information during the interview process. LifeLabs Learning is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request a reasonable accommodation, please let us know in your application or email us at [email protected]
Apply tot his job
Apply To this Job