Vice President of Financial Planning & Analysis

Vice President of Financial Planning & Analysis

Requirements

• 15+ years of progressive finance leadership experience including experience in FP&A, investment banking, preferably with exposure to enterprise SaaS
• Demonstrated experience leading a high-performing FP&A function, ideally with a track record of upgrading and enhancing systems, processes and reporting
• Exceptional understanding of various business models with demonstrated success in building simple and complex financial models that inform decision-making and business outcomes
• Demonstrated experience coaching, developing and mentoring FP&A teams within a complex, matrixed organization.
• Exceptional communication, collaboration and interpersonal skills, including the ability to interact effectively with all areas and levels of the company and to distill complex financial information into a narrative that enables decision making.
• Collaborative attitude and the ability to establish solid partnerships and build consensus at all levels of the organization.
• Willingness to disrupt the status quo to create positive change and improve the impact of FP&A across the business.
• Critical thinking, problem solving and inquisitiveness coupled with a desire to continuously learn new skills.
• An ability to make decisions and move forward with limited information navigating ambiguity with poise and gravitas
• Knowledge of Netsuite, Netsuite Planning and Budgeting, and data visualization tools such as Tableau a plus.

Responsibilities

• Architect our financial strategy in partnership with the company’s senior leadership, that drives growth and positions the company to achieve its near-, mid-, & long-term financial goals.
• Lead, coach, and direct the FP&A function, including budgeting and forecasting at the business line and corporate levels, as well as oversee actionable financial reporting to senior leadership and the board of directors to help them understand the company’s financial health, performance drivers, and areas of risk.
• Manage, mentor, and develop a high-performing team of FP&A professionals, fostering an inclusive culture focused on supporting the long-term strategy of the company. Work closely with the team to continuously improve the FP&A processes, systems, and tools to increase the accuracy and timeliness of financial reporting and forecasting. Build a strong bench of leaders and continuously drive professional development.
• Lead and mature Xpansiv’s company-wide financial planning cycles, including the long-range financial planning process, annual plan and periodic forecasts. Build financial models that incorporate business strategies and market conditions, ensuring the company is financially prepared for future growth and challenges.
• Drive and manage strategic headcount planning in close partnership with the People team, ensuring alignment with business objectives and resource allocation across departments.
• Partner with senior executives and their leadership teams and advise on all financial planning and analysis related activities providing insights and recommendations on how financial decisions affect the overall strategy and financial outcomes.
• Develop and manage budgets to relevant Key Performance Indicators (KPIs) to measure operational efficiency and deliver consistent financial reporting across the organization
• Advance the team’s strategy around leveraging technology to streamline and improve forecasting, budgeting, and financial reporting.
• Identify and evaluate risks and opportunities that could impact the company’s profitability, liquidity, or strategic initiatives.
• Provide strategic & analytical support to M&A activity and other strategic projects as needed.

Preferred Qualifications

• Knowledge of Netsuite, Netsuite Planning and Budgeting, and data visualization tools such as Tableau a plus.