Director, FP&A

Position Summary

In this key role, you will have responsibility for managing several key business areas. The Director, FP&A is responsible for overseeing and scaling the operational finance functions that support Lightspeed DMS's growth as a dealer management SaaS company. This includes billing operations, revenue operations support, procurement, accounts payable, and expense management.

The role partners closely with Sales, Customer Success, Revenue Accounting, FP&A, and Product to deliver operational excellence, accuracy, compliance, and a strong dealer experience across Lightspeed's module-based subscription business.

What You'll Do

Leadership & Team Management

• Lead and develop the Financial Operations organization, including Billing Operations, Procurement, Accounts Payable, and Expense Management.

• Build, mentor, and retain a high-performing team, fostering a culture of accountability and continuous improvement.

• Establish KPIs, SLAs, and scorecards to drive operational rigor and transparency.

• Create scalable credit operations documentation, including SOPs, decision matrices, and training materials.

Billing, AP & Expense Operations

• Oversee billing operations for Lightspeed's module-based DMS subscriptions, ensuring accuracy, timeliness, and compliance.

• Support Revenue Accounting, Zone Billing, and ARM teams in ensuring billing and data accuracy across the Salesforce and NetSuite integration.

• Review dealer contracts to ensure billing and revenue terms align with agreements.

• Lead expense reimbursement processes, including policy compliance and reporting.

• Manage Accounts Payable operations, vendor payments, and cash controls.

Procurement & Vendor Management

• Partner with the Director, Accounting, and ELT to design, develop, and implement a formalized procurement function from the ground up, including defining processes, establishing governance frameworks, and building organizational capabilities to support scalable vendor management.

• Once implemented, oversee procurement operations including vendor selection, contract negotiation, purchase order management, and vendor onboarding.

• Develop and maintain procurement policies, approval workflows, and spending controls aligned with company objectives.

• Lead third-party risk management processes, including vendor due diligence, compliance reviews, and ongoing vendor performance monitoring.

• Partner with cross-functional stakeholders to optimize vendor relationships, negotiate favorable terms, and identify cost-saving opportunities.

Credit Risk & Dealer Financial Management

• Design, develop, and implement a credit desk function to manage dealer credit risk across the Opportunity-to-Cash lifecycle, including credit evaluation for new dealers, order release approvals, credit limit management, and post-sale credit/adjustment authorization workflows.

• Establish credit policies with tiered approval thresholds, documentation standards, and escalation protocols that balance revenue growth with margin protection and risk mitigation.

• Develop cross-functional credit governance processes integrating Sales, Customer Success, AR, and Finance teams.

• Implement credit risk monitoring and reporting for DSO, bad debt exposure, credit utilization, adjustment trends, and approval turnaround times.

• Integrate credit management workflows within NetSuite and Salesforce to automate credit checks, approval routing, and exception handling across the Opportunity-to-Cash process.

Operational Excellence & Cross-Functional Leadership

• Identify automation and workflow redesign opportunities.

• Implement best practices that enhance scalability and strengthen controls.

• Develop and maintain operational dashboards, KPIs, and performance metrics.

• Partner with Sales, Procurement, FP&A, and Engineering to support initiatives and integrated workflows.

• Lead cross-functional initiatives to scale financial operations.

• Influence senior leaders regarding pricing, sales strategy, and systems changes.

Compliance, Controls & M&A Integration

• Lead financial operations integration for acquired businesses, including billing alignment, AP migration, and process standardization.

• Support harmonization of data flows across platforms.

• Maintain strong internal controls.

• Ensure compliance with SOX and company policies.

• Support audits, quarter-end close, and process documentation.

• Provide data and analysis for sponsor and management reporting.

What You Should Have

Required Qualifications

• 10+ years of financial operations, accounting operations, or revenue operations experience.

• 4+ years of leadership experience managing large teams.

• Strong understanding of SaaS workflows, billing, AP, and expense processes as applied to a module-based dealer subscription business.

• Expertise with systems: NetSuite, Salesforce, Zone Billing, ARM, Ramp, and Workato.

• Advanced Excel proficiency.

• Exposure to dealer, franchise, or vertical SaaS business models (e.g., Powersports, Marine, RV, Trailer, Outdoor Power Equipment) preferred.

• Strong decision-making, critical thinking, and attention to detail.

• Strategic thinker with strong delegation skills.

• Proven experience building high-trust relationships across team members, senior leadership, dealers, and vendors.

• Strong influencing, communication (written and verbal), and financial analysis skills.

• Excellent organizational skills and the ability to effectively manage priorities and projects in a fast-paced, dynamic environment.

Preferred Qualifications

• Experience in carve-out, SaaS, and PE-backed environments.

• CPA or MBA.

• Experience leading system implementations or ERP/CRM optimization.

• Experience with procurement platforms and vendor risk management tools.

• Proven experience partnering with senior leadership.