Full-Time
Global FP&a Leader
Confirmed live in the last 24 hours
Qualtrics
5,001-10,000 employees
Experience management software for organizations
Senior
Provo, UT, USA
Hybrid work model requires in-office presence three days a week (Mondays, Thursdays, and one additional day).
- Bachelor’s (required) or Master’s degree in Accounting, Finance or other relevant fields (preferred)
- 15+ years of financial leadership experience, and a minimum of 5 years global F&S / FP&A responsibilities and public company experience required
- Investment Banking or Corporate M&A experience
- Experience working in technology industry; and digital media a plus
- Proven track record of financial partnership with key executives to drive business growth
- Analytical, data driven decision maker with strong financial acumen and drive for results
- Excellent communicator and presenter with an ability to influence all levels
- Demonstrated ability of building and leading a diverse, high-performing team
- Ability to work in a dynamic, rapidly changing environment
- Highly collaborative team player
- Experience with small and large group presentations
- Strong financial modeling, Adaptive, Excel and PowerPoint and presentation skills
- Lead global financial planning processes, including annual operating plan, monthly forecasting, and long-term strategic plan
- Collaborate across senior leadership team, including the CEO, to build the plan, drive alignment to the plan and execute against the plan
- Present the financial plan as well as quarterly updates to the Executive Team and Board of Directors
- Establish and monitor key performance indicators for the business and provide financial analysis regarding key business trends and market environment
- Works closely with the CPO, CSO on Technology Sales, Services, Partners and business operations
- Leads the development of the medium and long-term revenue and P&L forecast, with a particular focus on emerging growth sectors
- Review, implement and maintain our hiring and OPEX model working in close partnership with People team and key department leaders to prioritize appropriately to maximize growth
- Implement and maintain insightful and relevant financial reporting package and dashboards for stakeholders
- Design and maintain financial technology tools to support global F&S (FP&A) processes, including Planning and other dashboard technologies. Consider other innovative approaches to F&S, including AI and RPA
- Create weekly and monthly reporting to clearly identify variances to forecast and budget, provided in a clear and action-oriented format to drive decisions in close partnership with global accounting team
- Work closely with Treasury and Tax regarding capital structure, tax strategy and cash flow forecasting
- Support M&A function, including deal evaluation, modeling, due diligence, and integration, working closely with business development and other stakeholders
- Closely partner with CFO on Investor and Lender Relations to position the client to stakeholders and prospective stakeholders. Build narrative and rationale of financial trends, develop quarterly and annual guidance, and advise on all financial matters needed for investors and lenders
- Seek out external trends and factors and incorporate into forecasting process, both directly and indirectly
- Lead a team of 30+ financial professionals and people leaders
Qualtrics provides Experience Management (XM) software that helps organizations enhance the experiences of their customers and employees. The XM platform uses artificial intelligence to collect and analyze data from various sources, allowing businesses to make informed decisions. Qualtrics offers three main suites of tools focused on customer feedback, employee engagement, and product performance, which help organizations improve these areas continuously. This approach can lead to increased market share and brand loyalty. The company operates on a subscription-based model, providing clients with access to its platform and additional professional services like consulting and training. Qualtrics stands out in the market due to its AI-driven insights and focus on continuous improvement, making it a valuable partner for organizations aiming to grow and enhance their brand.
Company Stage
Growth Equity (Venture Capital)
Total Funding
$875.5M
Headquarters
Provo, Utah
Founded
2002
6 month growth
↑ 0%1 year growth
↓ -3%2 year growth
↓ -9%
Simplify's Take
What believers are saying
- Recognition as a leader in Journey Orchestration by Forrester validates Qualtrics' vision and strengthens its market position.
- Strategic partnerships, such as with Flight Centre and Lakeside Software, demonstrate Qualtrics' influence and capability in enhancing customer and employee experiences.
- The appointment of experienced leaders like Lynn Girotto as CMO indicates a strong focus on brand growth and market expansion.
What critics are saying
- The competitive landscape in Experience Management is intense, with numerous players vying for market share, which could impact Qualtrics' growth.
- Relying heavily on AI-driven insights may pose challenges if the technology fails to meet evolving customer expectations.
What makes Qualtrics unique
- Qualtrics' AI-driven XM platform offers a comprehensive suite of tools for customer feedback, employee engagement, and product performance, setting it apart from competitors who may focus on only one of these areas.
- The company's strong focus on continuous improvement and actionable insights through AI analytics provides a significant competitive edge in the Experience Management market.
- Qualtrics' subscription-based model ensures a stable revenue stream, allowing for consistent platform enhancements and superior customer support.
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Benefits
Work hard/play hard - For every bit of hard work we put in, we have twice the fun. Whether that means taking a break in a massage chair or hitting the slopes after work, Qualtrics makes sure that employees take time to recharge and live it up. Everyone receives $1500 annually to spend on a ‘bucket list’ adventure.
Upward mobility - Because we’re a hyper-growth company, getting promoted and taking on more opportunity is always an option. We hire individuals who have what it takes to quickly step into the next role and take on opportunities beyond their core job description.
Office perks - We believe in a workspace that allows you to take a breather and pepper fun throughout your day. Grab a beer in the Dublin office pub, enjoy Seattle’s rooftop patio overlooking the Puget Sound, or raid one of the many kitchens around Provo’s office.
Global - Qualtrics employees are plugged into a network of experienced professionals around the globe. With weekly company-wide video meetings and our own internal social network, employees get global experience and stay up-to-date on what’s happening across the organization.
Total rewards - The term “benefits” doesn’t really do our employee rewards program justice. We provide medical, dental, and vision insurance, 20+ days of annual leave, generous retirement fund contributions, quarterly bonuses, and tons of career mobility.
High bar - We don’t hire cutthroat individuals who only care about themselves. We’re looking for top performers with a wide array of professional and personal experience. Our employees are driven, intelligent, diverse and interesting people who work well in teams and know how to have fun.