- Salary
- $170k – $200k
- Location
- Austin, TX, US · Austin, Texas, United States
- Department
- 000010 - Finance
- Seniority
- Director
- Education
- Master
- Visa
- Not sponsored
- Source
- Greenhouse
Description
About Us
UJET leads the way in AI-powered contact center innovation, delivering a future-proof, cloud platform that redefines the customer experience with cutting-edge AI, true multimodality, and a mobile-first approach. We infuse AI across every aspect of your customer journey and contact center operations, to drive automation and efficiency. UJET's AI solutions empower agents, optimize customer journeys, and transform contact center operations for elevated experiences and actionable insights. Built on a cloud-native architecture with a unique CRM-first approach, UJET ensures unmatched security, scalability, and prioritized data insights (without storing PII). Designed for effortless use, UJET partners with businesses to deliver exceptional interactions, smarter decision-making, and accelerated growth in the AI-driven world.
Learn more at www.ujet.cx.
The Opportunity
We are looking for a hands-on Director of FP&A to lead our financial planning and analysis function as UJET scales its AI-powered contact center platform. Partnering with the CFO and other leaders throughout the organization, you will help drive financial performance by overseeing budget development, forecasting, spend management, business partnerships and investor reporting. This role serves as a key strategic partner to UJET leadership, bridging financial forecasts with operational reality to ensure data-driven decision-making, commercial efficiency, and alignment to long-term strategic financial goals and value creation.
Responsibilities
- Lead the optimization of our financial planning architecture, replacing manual/spreadsheet-heavy processes with scalable, automated workflows and the utilization of FP&A software and implementation of new AI-native solutions.
- Support commercial strategy through advanced financial modeling of go-to-market efficiency, customer acquisition, and pricing / discount governance.
- Partner with Revenue Operations, Marketing, and Go-To-Market (GTM) teams to analyze and report on SaaS metrics (LTV/CAC, CAC payback, retention, ARR cohort analysis, pipeline throughput, product profitability and overall GTM team efficiency).
- Assist in capital strategy and execution, including investor communications, preparing Board reporting packages, supporting debt or equity financing activities through diligence processes,, and conducting financial due diligence on strategic M&A targets.
- Drive enterprise efficiency across the business by optimizing software, cloud and AI stack investments, and refining human capital and other OpEx spend to expand net margins.
- Establish, track and report on key operational performance metrics while translating financial data into actionable insights for leadership and Board of Directors.
- Collaborate with the accounting team to ensure an accurate and efficient monthly close process.
- Act as a strategic change agent to bridge Finance, GTM, and RevOps workflows; establishing consistent data governance and shared accountability for core SaaS metrics.
- Standardize and document financial operating procedures (SOPs) to eliminate "tribal knowledge" and ensure scalability as UJET grows.
Minimum Requirements
- Progressive FP&A experience, at the Director or Manager level, within an enterprise SaaS, AI or B2B software organization.
- Direct experience with advanced financial planning, forecasting cycles, and strategic GTM operational analysis.
- Demonstrated mastery of SaaS financial metrics (LTV, CAC, ARR, NRR, GRR, Product Margins, Bookings, Billings, ARR, Revenue Recognition) and advanced quantitative financial modeling.
- Hands-on experience leading finance systems transformations (e.g., implementing/overhauling Planful, NetSuite, or data warehouses) in a high-growth environment. Not just a maintenance role but a proactive process and systems architect.
- Currently living in the Austin Metropolitan area with the expectation of collaboration in-office 2x weekly; relocation will not be considered.
Desired Qualifications
- BBA in Finance, Business, Accounting or equivalent. CPA, CFA, and/or MBA a plus.
- Domain expertise within CCaaS, SaaS, or AI enterprise software operating and financial models.
- Experience deploying predictive AI workflows and automation into internal FP&A and finance operations that have driven efficiency gains.
- Prior experience managing finance structures through growth inflections from mid-scale ARR to enterprise scale, specifically where processes were immature or needing re-design.
Annual US Hiring Range: $170,000 - $200,000
*A candidate’s actual placement within this range will depend on geographic location, work experience, education, and/or skill level.
Why UJET?
- Impactful Work: Be at the forefront of innovation, directly shaping the future of customer experience.
- Dynamic Culture: Join a collaborative, inclusive team that values big ideas, creative solutions, and powerful relationships.
- Comprehensive Benefits: Medical, dental, vision, 401(k) plan, wellness benefits, and more.
UJET is an Equal Opportunity Employer
UJET provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
Compliance Responsibilities
Security, data protection and compliance (SDPC) are paramount to the success of our partnerships. All roles at UJET require compliance with legal and regulatory requirements and acceptance and adherence to all policies and standards within UJET. Personnel acknowledges they are personally responsible for reporting any suspected violations or abuse and are required to complete SDPC training and fulfill role-specific SDPC responsibilities.
AI Use in Our Hiring Process
UJET uses artificial intelligence (AI) technology to assist with the initial review and filtering of job applications against the qualifications listed in this posting. AI does not make hiring decisions, does not conduct interviews, and has no authority to reject or advance a candidate on its own. All application review decisions, candidate screening, and interviews are conducted by members of our human recruiting and hiring teams.
Reasonable Accommodation
If you would like to request a reasonable accommodation as part of the application process, including an alternative to AI-assisted screening, please contact [email protected].
Work Authorization & Sponsorship
Applicants must be legally authorized to work in the country in which this position is located, without the need for current or future employer-sponsored visa sponsorship. UJET does not sponsor employment visas for this role.
