Senior Director of Strategic Finance

### Description The Company Kantata gives professional services organizations the clarity, control, and confidence they need to optimize resource planning, project management, and financial management - all to improve business outcomes for both the professional services firms we serve and their clients. Our purpose-built professional services automation software empowers over 2,500 professional services organizations in more than 100 countries to deliver radically better business outcomes. Kantata provides AI-powered insights and next best action recommendations our clients need to win more business and optimize project delivery to exceed their clients’ expectations. Kantata is well-capitalized, hiring, and growing our loyal and diversified customer base faster than we ever have. Most importantly, we have a clear vision of where we’re going and how to get there. (Hint: It involves you.) Did we mention that Kantata is also an awesome place to work? You’ll have the opportunity to work in a dynamic environment with a team that loves what they do. A talented team, great perks, and an amazing culture = an employee-rated Best Place to Work! About the Opportunity Kantata is seeking a Senior Director of Strategic Finance to serve as a key thought partner to the CFO and executive leadership team. This is a high-impact, high-visibility role at the intersection of corporate finance, data-driven decision-making, and operational strategy. You will own the company’s most complex and consequential financial projects—from AI-powered finance transformation to product-level P&L development—while helping build the infrastructure that allows Kantata to scale intelligently. The ideal candidate is analytically rigorous, commercially minded, and comfortable operating in ambiguity. You have a track record of translating data into decisions, partnering with product and go-to-market leaders, and driving operational discipline across a PE-backed SaaS Business. AI & Finance Transformation - Lead Kantata’s AI implementation strategy within the Finance function, identifying and prioritizing high-ROI automation and intelligence opportunities across FP&A, accounting, and reporting workflows. - Partner with the data and engineering teams to evaluate, pilot, and operationalize AI tools (including LLMs, predictive analytics, and process automation) that reduce manual effort and improve forecast accuracy. - Build business cases for AI investments and track outcomes against projected value creation. - Stay current on emerging fintech and AI capabilities and bring forward-looking recommendations to the CFO. Product & Segment P&L Development - Design and maintain product-level and segment-level P&L frameworks that provide granular visibility into revenue, cost of goods sold, and contribution margin across Kantata’s product portfolio. - Partner with Product, Engineering, and Customer Success to allocate costs accurately and build reporting that drives product investment and pricing decisions. - Develop unit economics models (CAC, LTV, payback period) at the product and customer cohort level. - Support go-to-market leaders with profitability analysis to inform packaging, pricing, and market entry decisions. Strategic Projects & Decision Support - Own the financial modeling and analytical support for strategic initiatives including M&A evaluation, partnership structures, capital allocation, and investor reporting. - Lead scenario planning and sensitivity analyses to support executive and board-level decision-making. - Build and maintain operating dashboards and executive-ready materials that translate financial data into strategic narrative. - Serve as a cross-functional finance partner, embedded with business leaders across Product, Sales, and Operations. Expense Management & Operational Finance - Design and manage a structured expense management framework that drives accountability and cost discipline across departments without sacrificing growth investment. - Part…