Director, Financial Planning & Analysis

The Director, Financial Planning & Analysis (FP&A) is responsible for developing, maintaining, and overseeing execution of the various finance-related processes for Revenue, OPEX and Headcount. The Director works with the FP&A team and Line of Business (LOB) teams to implement consistent processes and to create insightful reporting. Key responsibilities will include month-end reporting and analysis, leading and coordinating planning and forecasting activities, and ad hoc FP&A support as required. Reporting is consolidated to provide transparency and insights at each level of the organization, from the LOB to the CEO.

What You'll Do (Key Responsibilities)

• Manage a team of Financial Analysts responsible for facilitating processes, preparing reports, and providing insights. 
• Oversee annual business plans: Identify the FP&A team’s role in current year projects. Partner with the assigned LOB representatives to complete. 
• Manage cash flow management and forecasting process: Review and analyze revenue movements and working capital considerations. 
• Conduct forecasting and budgeting: Review and recommend improvements to the existing forecasting and budgeting process. Evaluate the effectiveness of the process and prepare a cost/benefit analysis. Implement approved changes, monitor execution, and provide reporting. 
• Leverage technology: Maximize existing technology to provide more robust analysis and to automate manual tasks. Ensure that the team understands the capabilities and become experts. 
• Financial Analysis: 
• Oversee group month-end consolidation activities and ensure compliance with corporate timelines and expectations, including but not limited to the tracking of information needed to report on the progress of acquisitions versus the targets set at the time of the deal. 
• Build and maintain the group monthly financial reporting and analysis package. Monthly package and analysis to include key product P&Ls and scorecard drivers; gross margin analysis focusing on OPEX and headcount expenses; working capital analysis; coordination and preparation of consolidated monthly and quarterly business review (MBR/QBR) presentations and quarterly Board of Directors financial presentation.
• Planning and Forecasting (Annual Operating Plan oversight):
• Assist the business in setting targets.
• Develop annual operating plan "AOP" guidance.
• Build AOP calendar – manage key process due dates, oversee review meetings, etc. 
• Build AOP management review package.
• Assist in preparation of AOP presentation to executive leadership.
• Drive adherence to timelines.
• Coordinate with corporate / shared service organizations on allocation changes.
• Lead the monthly outlook and quarterly flash processes.

Who You Are (Soft Skills)

• Strong analytical skills with attention to detail (emphasis on accuracy and timeliness) while being able to step back and analyze the overall business impact. 
• Ability to professionally present results and financial analysis to the leadership team. 
• Ability to define, quantify and link the metrics used to measure progress on key critical initiatives. 
• Experience in evaluating processes and procedures for forecasting and budgeting.  
• Experience in change management regarding business practices and course modification during fiscal year. 
• Proven people and project management experience.  
• Ability to work cross-functionally and manage by influence across a global organization. 
• Outstanding leadership, communication and interpersonal skills. 
• Excellent collaboration and communication skills. 
• Track record of developing meaningful relationships at all levels within an organization – at both the business unit and divisional level.
• Ability to operate effectively in a matrixed reporting structure. 
• Engaged, process focused leader, who values frequent interactions and dialog with subordinates, peers, and the company’s leadership team. 
• Ability and willingness to drive accountability. 
• Ability to influence peers and others in implementing changes. 

What You Need (Requirements)

• Degree in Finance or Accounting or related field.
• 10+ years of experience in progressive Finance roles including FP&A and leading and running a highly professional team.
• Previous experience in a large global company and highly matrixed organization. 
• Strong understanding of GAAP, financial statements, and monthly/quarterly accounting processes.
• Demonstrated experience applying intellectual curiosity to uncover insights and drive differentiated outcomes where others could not. 
• Proficient at understanding and proactively communicating the financial implications of business decisions and dynamics.
• Building and testing business cases and financial models. 
• Experience with ERP systems (NetSuite preferably). 
• Experience with budgeting and forecasting software (Planful preferably but all planning systems experience is a benefit).
• Experience with business intelligence tools and relational databases (Tableau or similar).
• Working knowledge of relevant CRM systems (Salesforce.com or similar). 
• Advanced knowledge of MS Excel including ability to create complex financial and analytical models (using pivot tables, v-lookup, other complex formulas). 
• Advanced knowledge of MS PowerPoint.

What Would Be Nice (Preferred Experience)

• MBA, CPA or CMA certification.
• Experience working in a software/SaaS company.
• Experience working in a publicly traded company.  
• Solid understanding of sales operations and metrics within a SaaS environment (ACV, TCV, ARR/MRR, churn, customer acquisitions costs, etc.)

We are proud to offer competitive salary ranges aligned to industry standards. Please note that our ranges are representative and individual compensation specifics may vary based upon experience level, professional competencies and geographic differentials.