We are seeking a highly analytical, business-minded Head of FP&A to build and lead our financial planning & analysis function. This is a unique opportunity for a strong FP&A leader to own the entire function, partner directly with executive leadership, and shape how financial insights drive decision-making across the company.

While this is currently a mid-management role, it has a clear path to grow into a Director-level position as the company scales.

Our environment is fast-moving and dynamic — priorities evolve, strategies pivot, and we move quickly to respond to opportunities in the market. The right candidate will bring both financial rigor and the flexibility to operate effectively amid change, helping leadership make smart decisions even when the path isn’t perfectly linear.

This role reports directly to the CFO and will work closely with every executive and VP to provide strategic insight into the financial performance of their departments.

This role is based out of our Arlington, VA headquarters and follows a hybrid schedule of three days per week in-office.

MarginEdge: Where hospitality meets technology

As a team built by former (and current!) restaurant operators, our mission is to bring operators the same energy, attention to detail, and passion that they bring to their guests. Our culture is deeply rooted in service, partially because that’s where so many of our team come from (including everyone on our Business Development team), but also because we believe it is just the right way to run a business. We design our software with profound empathy for the complexity of running a restaurant, and the goal of making the magic just a little easier for operators by taking the complex (read: very annoying) back office tasks off their plate, while empowering them with real-time data.

Our founders share a deep history in both owning and operating restaurants and in building successful tech companies. We are venture-backed and serve 12,000+ restaurants across the US and Canada.

We enable restaurants to make magic while knowing we are doing the same for them.

We have the utmost respect for our clients and because of this, we are unable to hire their current employees.

What type of responsibilities will I have?

Own the FP&A Function

• Lead all company-wide financial planning, forecasting, and reporting processes

• Build and maintain both top-down and bottoms-up budgets and forecasts

• Drive monthly, quarterly, and annual planning cycles in a business where assumptions may shift frequently

• Develop scalable FP&A processes that can evolve with the company

Strategic Business Partnering in a High-Change Environment

• Partner closely with each Executive and VP to:

  • Understand operational drivers and shifting priorities

  • Translate strategy into actionable financial plans

  • Provide decision-support in real time as the business pivots

• Deliver insights that influence prioritization, investment decisions, and long-term planning

• Bring clarity and structure to ambiguous or rapidly changing initiatives
  

Budgeting & Variance Management

• Own budget-to-actual reporting and variance analysis

• Identify risks and opportunities early, especially as plans evolve

• Drive accountability while maintaining strong cross-functional relationships

• Improve visibility into key business performance drivers
  

SaaS & Fintech Financial Modeling

• Develop and refine models across both SaaS and Fintech components of the business

• Understand recurring revenue metrics (ARR, churn, LTV/CAC, gross margin)

• Incorporate payments economics, transaction revenue, and cost structures

• Support strategic planning, scenario modeling, and executive-level reporting
  

Systems & Financial Infrastructure

• Enhance dashboards, reporting tools, and planning systems

• Ensure accuracy, consistency, and transparency in financial data

• Build scalable infrastructure to support growth and change
  

What qualifications or skills are required?

Experience & Skills

• 7-10+ years of progressive FP&A or strategic finance experience

• Experience in SaaS businesses required. Fintech experience strongly preferred

• Demonstrated success building both bottoms-up and top-down budgets

• Strong financial modeling and analytical capabilities

• Proven ability to partner with senior leaders and influence decision-making

• Comfort operating in passionate, fast-changing environments with shifting priorities
  

Leadership & Mindset

• Highly curious and willing to dig deep into business nuances

• Adaptable and comfortable with ambiguity

• Strong business partner who can challenge constructively

• Independent owner with high accountability

• Detail-oriented while maintaining a strategic lens

• Able to move quickly without sacrificing rigor

What’s it like to work for MarginEdge?

Imagine the fun of a great restaurant - surrounded by a team of people (including some that you help to manage!) who care about hospitality, care about quality, and care about each other - then subtract the long nights, weekends, drunk customers at the bar...et voila, MarginEdge!

We work hard, we work fast and we fuel our work with a commitment of transparency from leadership, straight talk and trust between teams. We believe that the best people do their best work when they feel empowered - so whether you are remote or in our office (likely eating a catered lunch from our clients in our baller, brand new penthouse HQ in Ballston) you get to work with your manager to call your shot on what works best for you. Did we mention it has a full commercial kitchen and is walking distance (covered walking, that is) from the metro?

Benefits (Shut the Front Door, They are Amazing)
In order to fuel this rocket ship, we need to build a team as passionate about our work and product as we are. We believe that top talent (that’s you!) should feel deeply connected to their work, appreciated for the time they give to building our organization and have the balance necessary to give their best during work hours and all those after-hours too. We do this by offering a suite of kick ass benefits not only to be competitive and catch the eye of super smart people (that’s you again!) but also provide the foundation for a career you love and a life outside of work you love just as much.

• Unlimited Paid Time Off (and we mean it, we encourage your healthy work life balance!)

• Medical, Dental, Vision, and Short/Long-Term Disability Insurance (preventative care for the win)

• Health Savings Account with employer match (dependent upon your medical plan selection)

• Commuter benefits with employer contribution (excluding limos and helos - for now)

• Generous Life Insurance Plan

• Short- and Long-term Disability

• Company-Paid Holidays

• 401(k) and matching

• Stock Options to buy into everything we are doing to support this industry

• 12-week fully Paid Parental Leave

• Lunch catered twice a week at our HQ in Arlington (we exclusively cater from our clients, too!

• A wellness program that sponsors healthy activities such as step challenges and provides discounts to gyms and fitness classes.

Check out our 100% “Recommend to a Friend” rating from anonymous employee reviews on Glassdoor.

Oh, and our recognition in the Washington Post as a top small businesses to work for in 2021, 2022, 2023, 2024 and 2025!

And most important, what our customers think about our work on Capterra and G2 Crowd.

Our Fine Print is Bold: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran, marital, disability status or any other characteristic protected by law. You be you. While we are proudest of our commitment to exceptional culture and creating a truly excellent work environment, we see our benefits as an extension of that belief. Our benefits package is designed to be exceptionally competitive and a reflection of our commitment to a best-in-class workplace for all.