Director of Financial Planning

Director of Financial Planning & Workforce Strategy Recruiting with Purpose | Connecting Talent to Opportunity WHO BOUNDLESS IS We’re a team of immigrants and experts who have struggled with our own journeys through the complex, high-stakes U.S. immigration system. That is why we are building deeply customer-centric products and experiences to become the default trusted partner for all families and businesses. We are the largest player in the family immigration industry, and a high-growth challenger serving corporate clients. Across both consumer and business segments, we’ve aided over 100,000 individuals in their quest for U.S. residency. We're backed by influential venture investors around the country, including Foundry Group (led by Brad Feld), Trilogy Equity Partners, Pioneer Square Labs, Emerson Collective (Laurene Powell Jobs’ foundation), Two Sigma Ventures, and Jerry Yang. Today, we are a dynamic growth-stage technology company with 500+ employees across the U.S. and Philippines. We are growing both organically and through strategic acquisitions. We are well-capitalized and positioned for long-term success. YOUR MISSION As Financial Planning & Workforce Strategy Manager, you will be the financial nerve‑center that turns U.S. sales forecasts into actionable headcount and cost plans for our Philippine and US teams. Working hand‑in‑hand with Sales, Customer Success, and Operations, you will own rolling 4‑week, 6‑month, and 12‑month staffing models across three business segments—ensuring we have the right people, with the right skills, at precisely the right time. Beyond forecasting, you will design live dashboards that surface utilization, case throughput, quality adherence, and cost‑per‑case at every level—from company‑wide views down to individual pods—so leaders can spot gaps early and pivot with confidence. Equally important, you will act as a margin guardian. By proactively investigating variances, stress‑testing assumptions, and running ROI analyses, you’ll pinpoint where efficiency is slipping and architect data‑driven remedies—whether that’s recalibrating labor mix, automating workflows, or refining processes. Your weekly KPI readouts to U.S. and Philippine stakeholders will translate raw numbers into clear narratives and action plans, keeping everyone aligned on performance and profitability goals. In short, your mission is to fuse sharp financial analysis with real‑time operational insight, driving sustainable growth for Boundless while safeguarding an exceptional customer experience. RESPONSIBILITIES Forecasting & Demand Planning: Translate monthly U.S. sales projections into staffing demand across Sales, Customer Support, and Operations across 3 business segments. Own short‑, mid‑, and long‑range headcount models (rolling 4‑week, 6‑month, and 12‑month views) based on rapidly changing business projections. Workforce Productivity Analytics: Build and maintain dashboards that surface utilization, case throughput, quality adherence, and cost‑per‑case metrics (dashboards will range from company-wide to individual or “pod” level). Benchmark performance by segment and recommend labor mix or process changes in collaboration with the People team. Perform bespoke financial analysis to measure the improvement from process or technology changes. Margin Improvement: Proactively identify troublesome areas where margins are unlikely to meet expectations and develop plans to address those issues. Investigate variance between actuals and projections as they relate to PHL-based cost line items. Observe various functional areas across the organization and determine areas of potential margin improvement, making recommendations and calculating ROIs Partner with Sales, Operations, Finance, and HR teams to implement initiatives that improve efficiency and expand gross margin Stakeholder Communication Present weekly dashboards of KPIs to US and PHL-based teams, reviewing performance and creating action items to address issues. Maintain close lines of communication with both US and PHL-based stakeholders regarding business segment performance. QUALIFICATIONS 5+ years of experience in financial analysis, business consulting, strategic planning, and/or workforce management roles Experience supporting B2B services (esp. legal services) or SaaS businesses Advanced Excel / Google Sheets modeling, including complex dashboards, charts, management of large data sets (incl. data cleaning techniques), and advanced functions Experience designing and implementing data gathering techniques in large and complex organizations Experience in a cross‑functional role, interfacing with both US and PHL‑based stakeholders in areas such as sales, CX, and operations Proven record of driving margin or efficiency improvements via data insights Strong business English; able to translate data into clear narratives Seniority level Seniority level Director Employment type Employment type Full‑time Job function #J-18808-Ljbffr