SVP, FP&A

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

📋 Description

• Lead and cultivate a top-tier global FP&A organization that encompasses corporate FP&A, business partnering, forecasting, reporting, analytics, and enterprise performance management.

• Provide executive leadership with actionable financial insights and strategic recommendations for informed decision-making.

• Set financial targets, track performance, and promote accountability for outcomes.

• Direct financial analyses and presentations for the Board, Executive Leadership Team, ownership, and lenders.

• Oversee enterprise performance management activities, including forecasting, variance analysis, KPI monitoring, competitive benchmarking, and executive reporting.

• Manage liquidity, working capital planning, capital allocation, and investment analysis.

• Spearhead annual operating plans, rolling forecasts, long-range planning, and scenario modeling.

• Collaborate with Revenue Operations, Sales, Marketing, Customer Success, Product, and Services leadership to enhance growth investments and operational performance.

• Assess growth opportunities related to pricing, retention, customer acquisition, expansion, product investments, and operational efficiency.

• Drive the transformation of FP&A systems, processes, data governance, and reporting capabilities.

• Promote the adoption and optimization of enterprise planning, reporting, and analytics platforms, including Adaptive Planning.

• Modernize Finance through the integration of AI, automation, and advanced analytics.

• Lead the adoption of OneStream's platform across Finance processes as 'Customer Zero.'

• Manage enterprise performance management reporting, dashboards, executive analytics, ARR reporting, customer analytics, and recurring revenue measurement.

• Analyze strategic investments, growth initiatives, business transformations, and capital allocation decisions through financial analysis, business cases, and ROI evaluations.

• Collaborate with Corporate Development on acquisitions and other growth initiatives as necessary.

• Act as a financial representative with ownership stakeholders, lenders, acquisition targets, strategic partners, and other external parties.

• Assist in Board communications, ownership reporting, lender communications, and external financial messaging.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or a related field.

• Over 15 years of progressive financial planning and analysis experience, including responsibilities at the executive leadership level.

• Proven success in leading global FP&A organizations within high-growth software, technology, SaaS, or private equity-backed firms.

• Experience in direct collaboration with executive leadership teams, boards of directors, ownership stakeholders, and external financial partners.

• Extensive expertise in financial modeling, forecasting, performance management, and long-range planning.

• Proven experience in building and developing high-performing finance teams.

• Experience leading cross-functional transformation initiatives involving systems, data, and reporting processes.

• Proficiency in preparing Board materials, ownership reporting packages, and executive performance reviews.

• Familiarity with leading FP&A and finance organizations within SaaS businesses operating at $500M+ ARR scale and supporting growth towards $1B+ revenue scale.

• Required experience working in a private equity-backed software organization.

• Experience collaborating with Sales, Marketing, Customer Success, Revenue Operations, and Product leadership.

• Expertise in leading rolling forecast methodologies and scenario-based planning.

• Experience utilizing AI, automation, and modern analytics technologies.

• MBA, CPA, CFA, or equivalent advanced financial credential preferred.

• Familiarity with Adaptive Planning or similar enterprise planning platforms preferred.

• Strong understanding of SaaS metrics including ARR, retention, bookings, profitability, and revenue analytics.

• Strong executive presence with the ability to influence senior leaders, Board members, ownership stakeholders, lenders, and external parties.

• Exceptional business acumen, strategic thinking, communication, and presentation capabilities.

• Strong analytical, problem-solving, and decision-making skills.

• Demonstrated ability to balance strategic leadership with hands-on execution.

• Capability to establish trusted cross-functional partnerships.

• All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship.

🏝️ Benefits

• Vision

• Medical

• Life

• Dental

• 401K

• Additional variable compensation may apply

• Vacation Time

• Paid Holidays

• Professional Development

• Retirement Plan

• Short & Long Term Disability

• Transparency around corporate structure, salary, and benefits

• Multiple training opportunities

• Strong culture and camaraderie

• Variety of project work (not industry-specific)