Director FP&A

Director, Financial Planning & AnalysisAccelerate Performance.

About CAI Software

CAI Software builds purpose-built solutions that help manufacturers, processors, and distributors accelerate performance. Our mission is to enable manufacturers to transform performance through a connected, AI-assisted ecosystem that delivers visibility, control, and continuous improvement. We bring the deep operational expertise and enterprise infrastructure to be a true long-term performance partner.

With 6,200+ active customers worldwide and a market-leading position in every vertical we serve, CAI combines 45+ years of industry expertise with modern AI-driven execution - helping businesses move faster, operate smarter, and perform at their peak. We work across 15+ industries and 10+ countries, guided by three values built into our name: Candor, Accountability, and Impact.

CAI Business Units and the Markets We Serve

CAI Software is organized into three business units: Graphic Communications, Process Manufacturing, and Discrete Manufacturing - aligned to the industries we serve. This structure keeps our teams close to customer needs while operating with the scale and support of a global software company.

Shared Services

This role is part of our Shared Services organization, which includes the functions that support all three CAI business units. This model enables deep industry focus at the BU level while delivering the scale, expertise, and operational strength of one unified company.

About the Role

CAI Software is seeking a Director, Financial Planning & Analysis to join our global Accounting & Finance Team, who will provide guidance, develop, maintain and oversee the execution of various finance-related processes for the Business Unit.

What You'll Do

• Advise the CEO, CFO, and other key members of senior management on financial planning, budgeting, cash flow, investment priorities, and policy matters for the Business Unit
• Guide the Business Unit’s financial planning process, including annual budgeting, as well as analyzing plan versus actual variances
• Develop and monitor our annual budget and in-year forecasts. Develop forecasts and guidance models to guide towards the achievement of those forecasts, in partnership with other finance teams on a monthly, quarterly and annual basis.
• Prepare reporting packages including Monthly Business Reviews (MBR) and Quarterly Business Reviews (QBR) as well as analysis of important business trends, actual versus budget variances and comprehensive executive-level analyses.
• Provide ad hoc support for HR, External reporting, and Functional groups
• Provide financial modeling and financial analysis for ad-hoc financial projects.
• May manage/ supervise an ad hoc team for financial reporting needs
• Help prepare analysis, commentary and presentation material for quarterly meetings, operations reviews, management meetings & financial reviews.

What We're Looking For

• Bachelor’s degree in Finance or Accounting; MBA, CFA or CPA a plus
• Minimum 7 years of Finance experience with at least 3 years of FP&A experience
• Preferred experience in Finance with a Software as a Service or High Technology industry related environment
• Demonstrated ability to partner with collaborators and senior leadership
• Experience with ERP packages such as NetSuite, Salesforce, Concur
• Experience with BI Tools, such as PowerBI or others
• Proficient in Excel
• Distill a complex set of facts down to a simple and easy-to-understand narrative.
• Ability to express his/her own ideas, challenge ideas, and provide financial insights.
• Able to provide tough/unpopular messages and negotiate across the organization.
• Partner effectively and across the organization with other finance teams

Why Join CAI

At CAI, we are building something that matters. With 6,200+ customers across 15+ industries and active investment in AI-driven performance tools, we are positioned to define what the next generation of manufacturing software looks like — and we are building the team to lead that work.

Our four pillars define how we deliver for customers — and how we work:

• Built to Fit- Fits how your business runs so performance comes standard
• Built to Expedite- Speeds time to performance without heavy lifts or delays.
• Built to Deliver- AI turns action and insights into measurable performance.
• Built to Scale- Sustains and scales performance without disruption.

CAI Software is an “EEO/Veterans/Disabled employer.”

Equal Employment Opportunity

CAI Softwareis an Equal Opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, sex (including pregnancy, sexual orientation, and gender identity or expression), religion, disability, , genetic information, marital status, veteran status, or any other basis protected by local, state or federal law.

Disability Accommodation

CAI Softwareendeavors to make reasonable accommodations for applicants with disabilities and disabled veterans pursuant to applicable federal and state law.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use the online application process and need an alternative method for applying, please contact us at talent.acquisition@caisoft.com or send an e-mail with your specific accommodation request.

Work Authorization

Applicants must be authorized to work in the United States. CAI Software does not unlawfully discriminate on the basis of citizenship or immigration status in accordance with the Immigration Reform and Control Act of 1986 (IRCA).

Pay Transparency Nondiscrimination

CAI Softwarewill not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c).

Skills

Accounting, Ad Hoc Financial Modeling, Analysis Skills, Artificial Intelligence (AI), Budget Management, Budgeting, Build Management, Business Administration, Business Analysis, Business Intelligence Software, Business Processes, Cash Flow, Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), Continuous Improvement, Discrete Manufacturing, Distribution Channel, ERP (Enterprise Resource Planning), Ecosystems, Finance, Finance Software, Financial Analysis, Financial Modeling, Financial Planning, Financial Planning and Analysis (FP&A), Forecasting, Head of Finance, Heavy Lifting, High Tech Industry, Leadership, Manufacturing Software, Negotiation Skills, NetSuite, Operational Audit, Operations Management, Organizational Skills, People Management, Performance Metrics, Power BI, Process Manufacturing, Reporting Skills, Salesforce.com, Software Administration, Software as a Service (SaaS), Team Building, Team Lead/Manager, Trend Analysis

About the Company

CAI World-Wide