Director, Financial Planning & Analysis
At Athena, we power possibilities through transformative delegation. True leaders reflect on what they want in life and map out the path to get there. Athena is the path. We pair rigorously-tested delegation coaching technology with exceptional Executive Partners across the Philippines, Guatemala, Kenya, and Colombia to keep our driven clients moving forward. The result is 10x more leverage, more time, and more impact in work and life. Role Summary Athena is a ~4,000-person, $150M revenue company at an inflection point. We are investing in the finance function to match the sophistication of our operations and growth trajectory. The Head of FP&A will be the strategic and operational planning backbone of Athena’s CFO organization, responsible for building and owning the company’s financial planning, forecasting, and budgeting capabilities. This role reports to the CFO and will partner closely with every function across the business—from Operations and Sales to Technology and HR—to deliver the financial visibility, rigor, and analytical depth that Athena needs to scale.
Key Responsibilities
Own the annual budget and rolling forecast process. Enhance and maintain the consolidated company budget across all departments, ensuring accuracy, transparency, and alignment with strategic priorities. Drive a disciplined quarterly planning cadence with clear deliverables and timelines. Deliver actionable financial reporting to the C-suite and Board. Produce monthly and quarterly financial packages with clear variance analysis, KPI tracking, and narrative that connects financial results to operational performance. Partner cross-functionally to embed financial discipline. Work directly with department heads across Operations, Sales, Marketing, HR, Technology, and Legal to build departmental budgets, track spend against plan, and hold leaders accountable to financial targets. Define and track unit economics. Own the CAC, LTV, gross margin, and operating leverage metrics. Build the analytical framework that links marketing and sales investment to new plan acquisition and revenue growth. Develop revenue models that link plan volume, ARPU, churn, and CAC to top-line growth. Create scenario analyses and sensitivity models to stress-test assumptions and inform leadership on trade-offs. Drive headcount planning and cost management. Partner with HR and department leaders to build a rigorous headcount roadmap that ties hiring to revenue milestones. Establish cost benchmarks by department (e.g., finance spend as a % of revenue, average revenue per employee). Support fundraising, investor relations, and strategic initiatives. Prepare investor-facing financial materials, maintain the company’s financial model for diligence, and support ad hoc strategic analyses for the CEO and CFO.
Qualifications
Required 5-10 years of progressive finance experience, with at least 5 years in FP&A leadership roles. Experience at a high-growth, scaled services or technology company ($75M–$500M revenue range). Demonstrated ability to build FP&A functions and processes in environments with limited existing infrastructure. Deep expertise in financial modeling, budgeting, forecasting, and variance analysis. Strong understanding of unit economics, SaaS/subscription metrics, Headcount management, and revenue modeling. Experience managing cross-functional budget processes and holding department leaders accountable to financial targets. Exceptional communication skills—ability to translate complex financial data into clear, actionable narratives for non-finance audiences. Bachelor’s degree in Finance, Accounting, Economics, or related field. Preferred MBA or CFA designation. Experience in marketplace, managed services, or outsourced workforce business models. Familiarity with Workday, RAMP, Tipalti, HubSpot, or Stripe. Experience supporting fundraising rounds or M&A diligence processes. Why Athena Athena is redefining the future of work. We serve ambitious leaders—CEOs, founders, and executives—who demand excellence, and we deliver it through a global team of exceptional Executive Partners supported by AI-powered delegation technology. As a Director of FP&A, you won’t be maintaining someone else’s spreadsheet—you’ll be building the financial operating system for a company in the middle of a transformative growth chapter. This is a rare opportunity to shape the finance function from the ground up alongside a leadership team that values rigor, speed, and impact. Apply To This Job