Senior Director, Product & Professional Services FP&A
Overview
symplr is seeking a Senior Director, Product & Professional Services FP&A to connect product strategy, implementation capacity, product-line economics, services utilization, delivery margin, and time-to-value into one integrated financial view.
This role intentionally combines Product and Professional Services finance partnership so implementation effort, complexity, delivery economics, and customer time-to-value become direct inputs into product design, roadmap, pricing, packaging, and enhancement decisions.
The right candidate is a hands-on finance leader who can partner deeply with Product, Services, Engineering FP&A, GTM FP&A, and Corporate FP&A to turn product and implementation dynamics into better resource allocation and enterprise planning decisions.
Duties & Responsibilities
STRATEGIC FINANCE & BUSINESS PARTNERSHIP
- Serve as the primary FP&A business partner for Product and Professional Services leadership.
- Connect product strategy, roadmap priorities, implementation capacity, services economics, utilization, delivery productivity, product mix, and pricing/packaging inputs into a cohesive financial narrative.
- Partner with Product leaders on product-line economics, product enhancement business cases, new product investment cases, pricing/packaging support, roadmap prioritization, and investment trade-offs.
- Partner with Professional Services leadership on capacity, utilization, backlog, delivery margin, implementation effort, time-to-value, and services profitability.
PLANNING, FORECASTING & PERFORMANCE MANAGEMENT
- Own Product and Professional Services planning, forecasting, and performance management in alignment with Corporate FP&A standards and enterprise forecast governance.
- Provide product mix, implementation capacity, services economics, pricing/packaging, and time-to-value inputs to Corporate FP&A’s full revenue model.
- Quantify implementation effort and complexity by product, module, customer segment, deal type, and implementation motion.
- Establish and lead a recurring Product & Implementation Economics Review that links product decisions, services effort, customer delivery outcomes, and financial performance.
PRODUCT ECONOMICS & SERVICES ANALYTICS
- Build and maintain product-line economic models, including product gross margin, EBITDA/economics, roadmap investment cases, and enhancement business cases.
- Track utilization, billable capacity, backlog coverage, project margin, services attach, implementation hours by product, delivery productivity, and time-to-value.
- Analyze whether products are easy to sell, implement, support, and scale, and translate those findings into financial recommendations for Product, Services, GTM, and Engineering stakeholders.
- Partner with GTM FP&A on what is being sold and whether the resulting deal mix can be implemented efficiently and profitably.
WORKFORCE PLANNING & GOVERNANCE
- Own workforce and capacity models for Product and Professional Services while operating within the enterprise workforce planning framework governed by Corporate FP&A.
- Assess capacity, utilization, hiring plans, role mix, location strategy, delivery productivity, backlog, and implementation demand.
- Ensure Product & Professional Services FP&A follows common FP&A definitions, KPI standards, model architecture, submission timelines, and quality-control expectations.
- Manage and develop embedded Bengaluru Sr. Analyst resources supporting Product FP&A and Professional Services FP&A.
TEAM LEADERSHIP & FUNCTION BUILDING
- Build a Product & Professional Services FP&A capability that is seen as a value-add operating partner rather than a reporting function.
- Coach team members to understand product, implementation, services economics, pricing/packaging, and time-to-value drivers in depth.
- Create a repeatable operating cadence that gives leaders clear visibility into product economics, services capacity, delivery efficiency, and investment trade-off