Vice President
Financial Planning & Analysis
Posted on 3/24/2023

501-1,000 employees

Williston Park, NY, USA
Experience Level
Desired Skills
Financial analysis
Finance & Banking
  • Bachelor's degree in business, finance or accounting or an MBA
  • Extensive FP&A experience, ideally both in companies at scale and at companies with high growth rates in the software space
  • Proven leader with experience managing large teams of high performers; ability to recruit, train and retain top talent
  • Strong financial analysis capabilities: ability to interpret financial reports and data to understand business performance and identify trends, risks and opportunities
  • Ability to focus on the big picture while being able to remain “hands on” with attention to detail
  • Strong verbal and written communication/presentation skills: comfortable interacting and communicating with executive and senior management levels
  • Strong interpersonal skills: demonstrated ability to develop strong, cross-functional relationships
  • A strong bias for action and ability to thrive in ambiguous situations
  • Experience with data visualisation software like Tableau
  • Experience in software companies with a consumption businesses model
  • Experience working in investment banks or management consulting experience would be a plus
  • Lead global financial planning processes, including annual operating plan, monthly forecasting, and long term strategic plan
  • Review, implement, and maintain the revenue financial model in close partnership with sales, product, and sales operations
  • Review, implement, and maintain the cost model, working in close partnership with key business leads
  • Partner with leadership and operational teams and hold them accountable for delivering against targets and business objectives
  • Establish and monitor Key Performance Indicators for the business and provide financial analysis to senior leadership on key business trends and the market environment
  • Deliver and contribute to a range of weekly/monthly/quarterly business reporting as well as contributing to wider monthly/quarterly finance deliverables and investor presentations
  • Lead a growing and high performing global FP&A team and own all aspects of the financial planning process - revenue, gross margins, Opex and Capex
  • Manage regular forecasts and financial review meetings
  • Structure and execute ad-hoc analyses such as evaluating new product and investment proposals; deliver a range of ad-hoc reporting as required
  • Identify and communicate opportunities and risks impacting business performance
  • Develop and prepare executive and Board materials
  • Create and implement a vision for how to scale the FP&A team (org structure, systems and processes) to manage significant company growth
  • Development, implementation and improvement of processes and procedures to enable the finance function to be 'built to scale'