About the Role
Reporting to the Later CFO, the VP, Finance will lead a Strategic Finance and FP&A organization that is a strategic thought partner to the business. You will provide strategic decision making support to our business leaders and maintain strong processes and operating oversight. You will lead data-driven analysis critical to optimizing Sales, Marketing, Product, Services and tech resource allocation and to effectively balance the overall organization’s high-growth trajectory with desired operational leverage. This is a highly visible role where you will prepare presentations and provide strategic advice and support for our Executive team, including the CEO, CFO and BOD.
What you'll be doing:
Strategy
Be a strategic partner and key advisor to the Executive team on developing and implementing a comprehensive financial strategy aligned with company goals and pre-IPO readiness
Act as a key advisor to the Executive team on financial matters, including valuation and market positioning
Collaborate with the executive team to define business priorities and growth opportunities
Foster partnerships with sales, marketing, product, services, and tech to improve unit economics, reduce acquisition/servicing costs, and optimize competitive positioning
Technical/ Execution
Lead annual operating planning, quarterly and monthly forecasting, and analysis of actuals vs. plan/forecast/prior periods
Implement financial planning software (e.g., Adaptive Planning, Planful, Anaplan)
Prepare management reporting and dashboards; analyze performance, assess risk, and communicate insights to leadership
Partner with data and analytics on dashboard creation, management, and execution
Work closely with accounting to improve finance org efficiency and visibility into key financial metrics
Team / Collaboration
Manage and scale the Strategic Finance and FP&A organization (people, processes, systems)
Foster cross-functional partnerships across sales, marketing, product, services, tech, and data teams
Work closely with accounting to enhance collaboration and financial insight sharing
Research/Best Practices
Implement and optimize financial planning tools and systems aligned with industry best practices
Continuously improve financial processes, reporting, and analytics capabilities to align with leading practices and pre-IPO standards
What you bring:
A Bachelor’s degree in Finance, Accounting or Business is required, MBA preferred
10 years progressively responsible finance experience, of which a minimum of 4 years must be in the SaaS industry and a minimum 5 years in a leadership position managing teams
Experience in both growth-stage and public companies required
Demonstrated proficiency in analyzing operational & financial data to deliver strategic insights
Experience in financing, public company readiness and M&A transactions
Technology and systems forward thinker with Netsuite, Salesforce & Adaptive Insights (or similar) experience preferred
Demonstrated ability in building relationships across the organization and drive cross-functional results
Excellent verbal and written communication skills with ability to partner and influence senior leadership stakeholders. Capable of communicating complex financial information in an easy to understand format. Able to interact comfortably and drive alignment with the executive management team
Strong leader with demonstrated ability to work well under pressure, thrive in a fast-paced environment, grow and develop team members and stay flexible through growth and change
A self-starter who enjoys building and tackling new challenges on an ongoing basis