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South Jordan, Utah, United States
Remote only
Company Overview:
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.
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.
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.
In today’s competitive job market, transparency and trust are more important than ever. At Lightspeed, we believe in fostering an open and honest work environment, starting with our job postings. Pay transparency is a key component of this commitment, ensuring that potential candidates have a clear understanding of the compensation they can expect.
Inclusion and Diversity at Lightspeed:
At Lightspeed, we celebrate the uniqueness of every individual and encourage diverse perspectives. We believe that inclusion drives innovation and fosters meaningful connections. We are committed to building an environment where everyone feels valued and empowered to make an impact.
Equal Employment Opportunity Statement:
Lightspeed is an Equal Opportunity Employer and is dedicated to building a diverse and inclusive workforce. All qualified applicants will be considered for employment without regard to race, color, creed, ancestry, national origin, gender, sexual orientation, gender identity, gender expression, marital status, religion, age, disability, veteran status, or any other protected category.
Important Note:
Applicants must be authorized to work in the U.S.
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