Director of Global Strategic Finance

This is a fully remote position, open to applicants in Ohio.

📋 Description

• Lead the global financial planning and forecasting initiatives, encompassing annual budgeting, quarterly rolling forecasts, and long-term strategic planning.

• Manage planning timelines, consolidate submissions, verify assumptions, and present cohesive financial plans to leadership and the Board.

• Enhance forecast accuracy and expedite processes.

• Oversee global consolidation and financial closing activities, including P&L consolidation, intercompany eliminations, and variance analysis.

• Supervise monthly, quarterly, and annual closing cycles along with various reporting formats, including GAAP, non-GAAP, and management reporting.

• Prepare quarterly Board packages, financial narratives, investor communications, earnings forecasts, long-range guidance, and investor materials.

• Direct enterprise investment governance and capital allocation frameworks.

• Model ROI, payback periods, scenario outcomes, and criteria for strategic initiatives.

• Present investment trade-offs and recommendations to leadership and the Board.

• Monitor project ROI realization post-close.

• Develop financial models for organic growth, mergers and acquisitions, divestitures, portfolio optimization, and exit-readiness scenarios.

• Lead financial due diligence for acquisitions, valuation analysis, transaction modeling, synergy assessments, and integration financial plans.

• Assess divestiture opportunities and collaborate with deal teams on financial aspects and decision frameworks.

• Track debt covenants, liquidity metrics, and financial KPIs; model liquidity across various scenarios and escalate identified risks.

• Ensure adherence to GAAP, ASC 606, and other relevant accounting standards.

• Collaborate with Accounting and Audit to uphold financial controls and enhance reporting systems.

• Analyze business performance drivers, unit economics, and market trends.

• Offer actionable, data-driven insights to executive leadership and business leaders.

• Report directly to the Senior Director of Global Strategic Finance, providing counsel to executive leadership and the Board.

⛳️ Requirements

• Bachelor's degree, ideally in Finance, Accounting, Business, or a related field with equivalent experience.

• Over 8 years of progressive finance experience, including three-statement financial modeling, budgeting, forecasting, consolidation, and business analysis.

• More than 5 years of experience in strategic finance or FP&A, with familiarity in board-level reporting and executive collaboration.

• Experience in PE-backed or growth-stage SaaS environments.

• Understanding of sponsor expectations and exit options.

• Preferred M&A experience, including transaction modeling, synergy analysis, due diligence, and integration financial planning.

• Global and multi-entity experience spanning various geographies, currencies, entities, and accounting standards.

• Proficiency with EPM planning tools such as Adaptive Insights, Vena, Hyperion, or Anaplan.

• Experience with ERP systems like NetSuite, SAP, or Oracle.

• Capability to create and maintain intricate financial models with audit trails and thorough documentation.

• Proven team leadership experience, including guiding cross-functional teams, mentoring finance personnel, and driving process enhancements.

• Ability to effectively collaborate with C-suite executives, board members, and external stakeholders.

• Advanced skills in Microsoft Excel.

• MBA is an added advantage.

• CPA certification is preferred.

• Experience in Technology, Software, Private Equity, Investment Banking, or M&A is a significant plus.

🏝️ Benefits

• An inclusive employer dedicated to diversity, equity, and inclusion.

• Employee resource groups available.

• Customized resources to support employees in reaching their full potential.

• A people-first, connected workplace culture.

• Opportunities for professional growth.