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Vice President
Financial Planning & Analysis
Posted on 8/30/2022
Bellevue, WA, USA
Experience Level
Desired Skills
  • 12+ years of experience leading, working, supporting direct strategic analysis of all aspects of the business at all areas of the P&L
  • MBA/CPA or equivalent experience preferred
  • Demonstrated complex modeling experience
  • Must have exceptional written, visual, and spoken communication skills
  • Experience in preparing and delivering executive, board and investor level communications
  • Must have advanced Excel and PowerPoint skills
  • Experience implementing analysis and planning tools required
  • PowerBI, Anaplan experience preferred
  • Formulate a robust 360-degree financial picture of the business - complete with market insights and operational drivers
  • Build, lead and scale a high performing FP&A organization
  • Develop and maintain the 3-year strategic planning model, forecast and roadmap
  • Deliver Global P&L and cash flow forecasts
  • Build and deliver Business Performance Reporting/Operating dashboards
  • Build and maintain the Annual Financial Plan and departmental budgets
  • Opex and HC management and analysis: support departmental leaders with monthly financial and operations performance review by sharing the story behind the numbers
  • Establish and execute a cash management strategy, including foreign currency cash management
  • Prepare communications to Board of Directors
  • Drive investor presentations and supporting analysis
  • Play a key role in IPO preparation, including working with bankers and supporting the production of investor materials and SEC filings (ie., S-1)
  • Perform strategic business analysis as needed (M&A, Geo Expansion)
  • Work across Finance and Business Operations to implement and support a business intelligence platform
  • Partner with CFO to enhance and accelerate the financial reporting process
Desired Qualifications
  • IPO experience is a plus

1,001-5,000 employees

Contract management software
Company Overview
Icertis wants to be the contract intelligence platform of the world. With unmatched technology and category-defining innovation, Icertis pushes the boundaries of what’s possible with contract lifecycle management (CLM). The AI-powered, analyst-validated Icertis Contract Intelligence (ICI) platform turns contracts from static documents into strategic advantage by structuring and connecting the critical contract information that defines how an organization runs.
Company Values
  • Fairness - As a company we strive to be equitable and fair-minded – continually asking how we would like to be treated if we were in the other person’s shoes. We don’t play favorites or have double standards when working with our customers, partners and vendors, and we view every interaction through the lens of: 'What is a mutually fair outcome?'
  • Openness - The default setting at Icertis is to share information freely – and be open to feedback from anyone in the organization. And when someone asks managers a question, they can expect an open and honest response.
  • Respect - We strive to be an organization where everyone is treated with respect and every voice is heard. We assume positive intent in our interactions and regard everyone’s feedback and contributions as valuable. We embrace and celebrate diversity and know that only by doing so, can we be the best at what we do.
  • Teamwork - Every Icertian who is considered a top performer must also be a team player. We know that success is the result of hard work from people across the organization, and we go out of our way to recognize the teams that make individuals successful.
  • Execution - Execution is in our blood. We hold ourselves accountable to deliver for our customers each and every day. To guide us we have a mantra: “Focus, Follow up, Follow through – Fast!” We set our sights on a goal, hold ourselves accountable for success, and see it through to the end, quickly.