Director of Financial Planning & Analysis

Reports To - Chris Gage (SVP of Finance & Operations)
Location - Draper, UT

About the Role

Mission:

Lead FP&A and strategic finance at Jump, supporting growth from $xxM ARR to $xxxM+ ARR. Help Jump capture a once-in-a-lifetime market opportunity to transform finserv with AI. Build and operate Jump’s FP&A cadence. Partner with the SVP of Finance & Operations, CEO, and operating leaders to turn data into decisions around GTM strategy, pricing, and where the company invests time and resources.

This role exists to help Jump make faster, better decisions and turn data into decisive action. Contribute to continuous category creation and defend and extend our category leadership position vs. competitors.

Responsibilities:

• Lead FP&A and Strategic Finance: Run the forecasting, budgeting, and planning cadence with speed, rigor, and accountability

• Drive Commercial and GTM Economics: Hold the line on growth quality and unit economics, ensuring growth is high-quality, repeatable, and value-accretive; partner with GTM teams and pressure-test growth plans

• Enable Accountability and Operating Cadence: Build and enforce GM-, product-, and segment-level scorecards tied to accountability; translate financial insights into clear recommendations that move the business forward

• Executive & Board Partnership: Own board-ready financial narratives and analysis, and long-range planning

Results & Outcomes: What Success Looks Like in this Role

• Work with SVP of Finance & Operations to continuously advance our Finance function and GTM speed/efficiency

• Leadership trusts the forecast and uses it to run the business

• Jump makes faster, better growth and investment decisions with clear backing

• Improve pipeline generation and funnel conversion rates through proactive partnership with GTM teams

• GTM decisions and investments improve ARR growth and unit economics

• Growth bets are evaluated, funded, scaled, or killed with discipline and speed

• FP&A becomes a strategic advantage, not a reporting function

About You

• You want to have real impact and take extreme ownership building a growth stage AI vertical software company

• You’ve worked at a B2B SaaS company through $100M+ ARR scale

• You “major” in FP&A technical mastery and planning rigor. You are comfortable owning the full financial model end-to-end and run a forecasting and planning cadence that produces timely, accurate forecasts

• You “minor” in SaaS growth/efficiency. You have a deep understanding of SaaS mechanics and are fluent in SaaS metrics. You think in terms of what drives enterprise value

• You know what world-class, high velocity finance execution looks like and you work super fast

• You are located in or willing to relocate to be near Draper, Utah

• Preferred but not required: Experience in venture/growth equity, private equity, and/or investment banking

About Jump

Jump’s mission is to empower financial advisors and their clients to thrive in the age of AI. Jump’s primary product is an AI assistant helping financial advisors with their client meeting cycle and other workflows. Jump’s product is expanding to include many other advisor workflows, as well as into other finserv verticals.

Jump leads its category in market share, customer satisfaction, and analyst rankings, and has grown rapidly. Jump customers include leading independent broker dealers such as LPL, Osaic, Raymond James, and Cetera, and leading RIAs including Focus Financial, Merit, Savant, Allworth, Sanctuary Wealth, Integrated Partners, and more.

Jump was launched in 2023 by repeat entrepreneurs and is led by a team with backgrounds from Harvard, Stanford, Google, Snowflake, Bill.com, JPMorgan, Fidelity, Bain, Bain Capital Ventures, Auditboard, Nitrogen, and eMoney.

Jump is a Series B-stage company backed by top venture capital firms and industry strategics.

Jump’s team values are High Velocity, World Class, and Direct + Kind + No Drama.

Please consider joining us in our work to transform the client and advisor / rep experience in financial services by delivering cutting edge, practical, compliant AI technology to help those who help safeguard the financial future of everyday people everywhere.

Compensation

• Competitive cash and equity compensation

• Medical, dental, vision benefits

• 401k available