Senior Director, Finance

Join to apply for the Senior Director, Finance role at CaptivateIQJoin to apply for the Senior Director, Finance role at CaptivateIQGet AI-powered advice on this job and more exclusive features.This range is provided by CaptivateIQ. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Base pay range$212,000.00/yr - $285,000.00/yrCaptivateIQ is the leading Sales Performance Management solution, recognized by Forrester and G2, and trusted by customers including Affirm, Gong, and Figma. With solutions for Sales Planning and Incentives, we help revenue teams automate processes, hit revenue targets, and adapt with business change, ultimately driving efficient growth. It's time to rethink ROI - your return on incentives - with CaptivateIQ.With backing from Sequoia, Accel, ICONIQ, Sapphire Ventures, and other leading investors, CaptivateIQ is on a mission to enable every company to improve their return on incentives and sales e and see why Glassdoor and Comparably have recognized CaptivateIQ as a best place to work!About The RoleAs the Senior Director, Finance, you will lead CaptivateIQ’s strategic finance initiatives, overseeing budgeting, forecasting, financial planning, performance analysis, and strategic decision support. You’ll report directly to the Co-CEO and work closely with C-level leadership across the organization. This role is both strategic and hands-on, and will help shape our financial infrastructure as we scale.You will manage a growing team, drive company-wide planning and forecasting processes, develop investor-ready reporting, and partner with key departments (Sales, Marketing, Product, Ops) to ensure alignment between financial strategy and operational execution.Hybrid expectation: 3 days a week in our Menlo Park office.ResponsibilitiesLead the development and evolution of CaptivateIQ’s long-range financial strategy in partnership with executive leadershipOwn and enhance the consolidated corporate model; drive monthly, quarterly, and annual forecast cyclesDevelop and manage strategic plans, including annual operating plans and multi-year forecastsGuide resource allocation and capital investment decisions across the companyProvide deep analysis of financial performance, unit economics, and ROI to support executive decision-makingDefine and report on KPIs (e.g., CAC, CAC Payback, Magic Number, LTV, NRR) and develop dashboards and reporting structures that improve insight and accountabilityBuild real-time performance tracking tools and promote a culture of metrics-driven decision-makingServe as a trusted financial partner to key business leaders in Sales, Marketing, Product, and OperationsLead financial reporting and insights delivery to the Executive Team, Board of Directors, and investorsSupport company-wide strategic initiatives, including: M&A evaluation, partnerships, and capital market activitiesThrives in lean environments; sets a high bar for accuracy and analytical rigor while operating with agility and ownershipManage and grow a high-performing finance team; provide mentorship and foster career developmentLead the annual budgeting process, partnering with department heads to ensure clarity, accountability, and alignment with company-wide objectivesOptimize and automate financial systems, processes, and tools (e.g., NetSuite, Adaptive Insights, Looker)Requirements10+ years of progressive experience in Strategic Finance, FP&A, Investment Banking, or Corporate Development with 3–5+ years in leadership roles at a B2B SaaS companyDemonstrated success in building and managing high-impact finance teams in growth-stage companiesExceptional financial modeling, analysis, and forecasting skillsAdvanced ability to distill complex financial concepts into clear insights for diverse audiencesProven track record partnering cross-functionally and influencing executive stakeholdersDeep understanding of SaaS metrics, business models, and customer lifecycle dynamicsExcellent communication skills—verbal, written, and visual presentationProficiency in Excel/Google Sheets and SQL; familiarity with business intelligence tools (e.g., Looker, Tableau), ERP (e.g., Netsuite), and FP&A systems (e.g., Anaplan, Adaptive Insights)Benefits(US-ONLY) 100% of medical, dental, and vision covered including 75% for dependentsFlexible vacation days and quarterly mental health days so you can rechargeEnjoy a one-time expense on your 1-year work anniversary (to use for travel, home furnishings, fancy meal)Annual stipends for professional development and caretaking(US-ONLY) 401k plan to participate in and save towards the futureNewest Apple products to help you do your best workEmployee Resource Groups (ERGs) to support and celebrate the shared identities and life experiences of communities within CaptivateIQ. ERGs directly support our company-wide DEI goals as a space for developing and retaining diverse talentNotice for Prospective CandidatesOnly emails from @ should be trustedWe are aware of active recruitment scams using the CaptivateIQ name, in which individuals pose as our recruiters and post fake remote job openings and make fake job offers on the Internet. Please note, we will never do the following:Attempt to correspond with a candidate using a free web-based account, such as an email address that ends in @, @, @, etc.Make an offer of employment without conducting multiple rounds of interviews face-to-face using secure video-conferencing technologyAsk candidates to cash checks to buy equipment on behalf of CaptivateIQAsk candidates to make a payment in order to be considered for a positionMake early requests for candidates' personal information such as date of birth, passport details, credit card numbers, bank details and social security number, etcPlease note that we’ll only ask for more sensitive personal information in connection with background checks after an offer is madeThe base salary range represents the minimum and maximum of the salary range for this position. The actual base salary offered for this position will depend on numerous factors, including individual proficiency, anticipated performance, and the location of the selected candidate. Our base salary is just one component of CaptivateIQ's competitive total rewards package, which also includes equity awards (a new hire grant, along with opportunities for additional awards throughout your tenure), competitive health and wellness benefits, and a commitment to career growth and development.Seniority levelSeniority levelNot ApplicableEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesSoftware DevelopmentReferrals increase your chances of interviewing at CaptivateIQ by 2xGet notified about new Senior Director Finance jobs in Menlo Park, CA.Oakland, CA $190,000.00-$250,000.00 2 months agoSan Jose, CA $261,800.00-$315,000.00 4 weeks agoDirector, Financial Planning and AnalysisDublin, CA $128,300.00-$241,850.00 3 days agoRedwood City, CA $174,000.00-$213,000.00 2 weeks agoSan Jose, CA $204,700.00-$394,300.00 1 week agoOakland, CA $180,000.00-$220,000.00 1 week agoFinance Director, Data Foundation and AutomationFinance Director, Infrastructure Modeling and AllocationsAlameda, CA $190,000.00-$239,000.00 2 weeks agoDirector, FP&A - Creative Cloud for BusinessSan Jose, CA $148,500.00-$295,900.00 1 week agoPalo Alto, CA $170,000.00-$260,000.00 2 weeks agoFremont, CA $190,000.00-$220,000.00 1 month agoVice President, Finance, Strategy, and AnalyticsSanta Clara, CA $250,000.00-$300,000.00 2 days agoOakland, CA $135,000.00-$165,000.00 1 month agoDirector, Corporate Finance, Planning & Reporting SystemsSenior Director, People Business Partner (Finance)Foster City, CA $188,400.00-$273,250.00 1 week agoDirector Finance - Business Process and ApplicationsSan Jose, CA $158,810.00-$238,530.00 1 week agoSan Jose, CA $264,600.00-$275,000.00 1 day agoHayward, CA $242,174.41-$294,320.00 1 week agoWe’re unlocking community knowledge in a new way. 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Created: 2025-10-06