About Nerdio

At Nerdio, our mission is to simplify the lives of IT professionals and maximize their Microsoft cloud and end user computing investments.

We support organizations of all sizes looking to deploy, manage, and cost-optimize native Microsoft technologies. We partner with Enterprises and Managed Service Providers all over the world to add value on top of their existing native Microsoft investments like Azure Virtual Desktop (AVD), Windows 365, and Microsoft Intune.

Created in 2016, Nerdio has always taken a market-leading and collaborative approach to cloud deployment and management. In fact, our product roadmap is greatly influenced by the regular feedback we receive from having seen companies deploy AVD into production environments several thousand times using Nerdio technology.

Today, Nerdio is used in over 50 countries by more than 15,000 organizations of every size and vertical. We’re committed to delivering exceptional service and support, which starts with identifying and supporting the best staff possible.

We are a fast-moving, nimble company looking for individuals who are collaborative, empathetic, driven and who love to move at the speed of light. If you want to be part of the AVD transformation that Microsoft and Nerdio are leading, then we want to speak with you.

About the role

As Director of Financial Planning and Analysis, you will be a key member of the finance leadership team, responsible for building and leading the financial planning function. You will drive budgeting, forecasting, performance analysis, and strategic financial initiatives. This role requires a blend of strategic thinking, operational rigor, and strong modeling skills to support the company’s growth and value creation objectives. Intellectual curiosity is a must.

What you'll do

Strategic Planning & Forecasting

• Lead the annual budgeting process and rolling forecasts across departments
• Develop and maintain dynamic financial models to support scenario planning and strategic initiatives
• Partner with the CFO and executive team to support board-level reporting and investor communications

Performance Analysis & Reporting

• Own monthly and quarterly financial reporting packages, including variance analysis and KPI dashboards

• Analyze business performance across revenue streams, customer cohorts, and cost centers
• Provide actionable insights to improve profitability, efficiency, and capital allocation

Business Partnering

• Collaborate with Sales, Marketing, Product, and Operations to align financial goals with business strategy
• Support pricing strategy, customer acquisition modeling, and retention analysis
• Drive accountability through data-driven performance metrics and reporting

Systems & Process Improvement

• Implement and optimize FP&A tools and systems (e.g., Adaptive Insights, Anaplan, NetSuite)
• Streamline reporting processes and automate recurring tasks
• Establish scalable processes to support rapid growth and M&A activity

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred
• Progressive FP&A experience, ideally in a SaaS or recurring revenue business
• Experience in a Private Equity-backed environment or high-growth tech company
• Strong understanding of SaaS metrics (MRR, ARR, CAC, LTV, churn, etc.)
• Advanced Excel and financial modeling skills; experience with BI tools (e.g., Tableau, Power BI)
• Exceptional communication and stakeholder management skills
• Proven ability to lead and develop high-performing teams

Benefits and Incentives

• Competitive Base and Incentive Plan
• Stock Options
• Health and Welfare Plans*
• Life and Disability Plans*
• Retirement Plan*
• Unlimited Flexible Paid Time Off, including your birthday off!
• Collaborative Team Culture

* Benefits for international employees, outside the US, vary by country.

Nerdio is committed to a diverse and inclusive workplace. Nerdio is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.