Simplify Logo

Full-Time

Sr. Director

Finance Business Partner

Posted on 6/26/2024

Smarsh

Smarsh

1,001-5,000 employees

Cloud-based archiving and compliance solutions

Government & Public Sector
Enterprise Software
Financial Services

Compensation Overview

$175k - $210kAnnually

Senior

Atlanta, GA, USA

Hybrid position based in Atlanta.

Category
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Management
Financial analysis
Salesforce
Requirements
  • Bachelor’s degree in Finance, Accounting, or Business. MBA, CPA, or Masters preferred
  • 10+ years of financial analysis experience; preferably in SAAS or Professional Services
  • Experience with Workday Adaptive Planning, Salesforce, or NetSuite preferred
  • Can apply advanced knowledge and experience to developing new methods, programs, and procedures, and includes a comprehensive understanding of the practical issues of at least one central functional area where the knowledge is applied.
  • Skilled in end-to-end people management.
  • Can drive the application of principles, theories, and concepts and determines the best course of action.
  • Able to resolve complex problems of line of business-wide operations.
  • Skilled in establishing functional procedures and policy.
  • Can identify efficiency improvement activities and work to implement streamlining/efficiency changes.
  • Can make tactical decisions that will impact the line of business.
Responsibilities
  • Work closely with the functional management team to ensure proper financial and business controls are in place
  • Streamline systems and data to identify, measure effectively, and track key performance indicators (KPIs)
  • Ensures alignment between revenue projections and associated spend for business function
  • Manage headcount and staffing plans to ensure both functional objectives are met and within budget
  • Support vendor negotiations and cost management for software, hosting, and hardware
  • Manage monthly forecasts and annual budget through an inclusive process with the functional management team
  • Oversees variance commentary and analysis of the business function against complete P&L and leading indicators
  • Works with other Finance Business Partners, Corporate FP&A, and Accounting to disseminate and receive relevant information throughout the organization
  • Support cost optimization projects through profitability analysis and efficiency recommendations
  • Able to present complex information and findings to large teams
  • Moderate understanding of GAAP and impact on financial forecasts
  • Other duties as assigned

Smarsh provides archiving and compliance solutions specifically designed for financial services, government agencies, and other regulated industries. Their main product is a cloud-based archive that allows organizations to securely store, search, and manage their communications data, including emails, text messages, and social media interactions. This system helps businesses meet complex security, data privacy, and regulatory requirements. Smarsh differentiates itself from competitors by offering a scalable Software-as-a-Service (SaaS) model that caters to both large enterprises and smaller organizations, ensuring that clients can adapt to evolving regulations. Their goal is to help organizations efficiently manage their communication data, identify risks, and maintain compliance, particularly through tools like Connected Capture for Microsoft Teams, which supports remote workforces.

Company Stage

Series D

Total Funding

$156.8M

Headquarters

Portland, Oregon

Founded

2001

Growth & Insights
Headcount

6 month growth

10%

1 year growth

10%

2 year growth

2%
Simplify Jobs

Simplify's Take

What believers are saying

  • Smarsh's strategic partnerships, such as with SOCi and Verizon, enhance its market reach and product capabilities.
  • The appointment of experienced leaders to the board and executive team positions Smarsh for robust governance and strategic growth.
  • Integration with popular tools like Microsoft Teams and OpenAI's ChatGPT ensures Smarsh remains relevant and valuable in the evolving digital communication landscape.

What critics are saying

  • The highly regulated nature of Smarsh's target industries means any compliance failures could have severe repercussions.
  • Dependence on strategic partnerships, such as with Verizon and SOCi, could pose risks if these relationships falter.

What makes Smarsh unique

  • Smarsh's focus on regulated industries like financial services and government sets it apart from competitors who target broader markets.
  • Their integration with OpenAI's ChatGPT Enterprise Compliance API showcases a commitment to leveraging cutting-edge AI for compliance solutions.
  • The partnership with Verizon's Bill-on-Behalf-of program simplifies procurement and deployment, making Smarsh's mobile capture solutions more accessible to Verizon's extensive customer base.

Help us improve and share your feedback! Did you find this helpful?

INACTIVE