Vice President, Financial Planning & Analysis
Confidential
Vice President, Financial Planning & Analysis
About the Company
Disruptive provider of predictive marketing software
Industry
Information Technology and Services
Type
Privately Held, VC-backed
Founded
2013
Employees
1001-5000
Funding
$200+ million
Categories
- Marketing
- Predictive Analytics
- B2B
- Information Technology & Services
- Technology
- Artificial Intelligence
- Big Data
- Business Information Systems
- Machine Learning
- Sales
Specialties
- predictive intelligence
- predictive marketing
- b2b marketing
- predictive sales
- artificial intelligence
- b2b sales
- account intelligence
- sales intelligence
- abm
- generative ai
- conversational email
- pipeline intelligence
- intent data
- and abx
Business Classifications
- B2B
About the Role
The Company is seeking a Vice President of Financial Planning and Analysis to play a pivotal role in the development and implementation of financial models and strategies that align with the company's strategic and financial objectives. The successful candidate will be responsible for owning the operating model, leading the monthly forecasting process, and driving the annual budgeting process. This role requires a leader with a broad strategic mindset, innate curiosity, and strong experience in financial planning processes and systems, particularly in a SaaS at scale environment. The VP will also be tasked with providing cross-functional support, strategic financial planning, and leading a team to ensure the company's financial objectives are met. Candidates for the VP of Financial Planning and Analysis position at the company should have a Bachelor's degree in a relevant field, with an MBA, CFA, or CPA preferred, and a minimum of 10-15 years' of experience in financial planning and analysis, with a significant portion in a leadership role. Experience in SaaS at scale and with Private Equity is a must. The role demands a professional with a proven track record in producing timely and accurate financial models, project management, and the ability to provide data-driven recommendations to senior leaders. The ideal candidate will have excellent communication skills, the ability to work under pressure, and a proactive, self-motivated approach to their work.
Hiring Manager Title
SVP Finance
Functions
- Finance
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- ...Associate Vice President, Finance, Signature Service Lines About the... ...Finance to provide strategic financial leadership and oversight... ...budget development, variance analysis, and financial forecasting.... ...also be involved in capital planning, and financial analysis for...
- ...AI Valuation Chief of Staff-Vice President in Consumer & Community Finance... ...developing business cases, financial analyses, performance... ...centers, a retirement savings plan, backup childcare, tuition reimbursement... .... By providing information, analysis and recommendations to...
- ...Chief Operating & Financial Officer (COO/CFO) About the Company Influential healthcare... ...infrastructure, including financial planning, budgeting, investment strategy, and risk... ...Board, providing financial expertise and analysis, and ensuring that the organization's systems...
- ...will have the opportunity to lead critical financial processes, collaborate across business... ..., and drive innovation in modeling and analysis. At JPMorganChase, you are empowered to... ...Job Summary As a Home Lending Financial Planning & Analysis Lead within the Home Lending...Work at office
- ...striving to be best-in-class.As a Vice President in Risk Strategy and... ...leadership, and other departments by planning, executing, and monitoring... ...research and analysis to generate insights and support... ...training (CPT).Chase is a leading financial services firm, helping nearly...Bank staffWork at officeVisa sponsorship
- ...Finance team as a Field Finance Vice President — a high-visibility... ...You'll also serve as a key financial thought partner to the Business... ...field management and incentive planning. The right candidate is comfortable... ...Conduct as-needed financial analysis based on senior management...Visa sponsorship
- JPMorgan Chase is seeking a Vice President to join our Compensation team... ...leaders to administer plans accurately, maintain effective... ...data to support reporting and analysis requests.Prepare executive summaries... ..., Capabilities and Skills:Financial services experience....Visa sponsorship
- ...a Credit Risk Measurement and Analytics Vice President in Credit Risk Measurement and Analytics... ...background or professional experience in financial mathematics, quantitative risk... ...wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...
$96k - $181k
...contributor responsible for performing financial analysis and preparing underwriting documents... ...As part of the first line of defense, Vice President PMs are expected to consistently demonstrate... ...with impact (required)Ability to plan, multi-task, manage time effectively,...Full timeWork experience placementBank staffWork at officeImmediate startRemote workFlexible hoursNight shift3 days per week- Shape how we plan, forecast, and make financial decisions across our Home Lending business. In this role on the Home Lending Planning & Analysis team, you will lead the development of quantitative modeling and forecasting capabilities that inform budgeting, outlook, earnings...
- ...and challenging career as a Vice President Operations Manager II with our... ...President within the Escrow Analysis department, you will be... ...Analysis. Responsible for capacity planning, productivity targets,... ...changeMinimal travelChase is a leading financial services firm, helping...
- ...meaningful impact here.As a Vice President in Business Banking Lending... ...Finance, you will support pricing analysis, forecasting, and management... ...business cases into financial performance analysis, generating... ..., a retirement savings plan, backup childcare, tuition reimbursement...
- ...example, courses, conferences, or competitions)Chase is a leading financial services firm, helping nearly half of America’s households and... ..., on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support...
- ...list execution, reporting, test design and modeling, financial assessments, forecasting, and campaign analysis. You will collaborate with internal stakeholders to... ...health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental...
$150k - $185k
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- ...The Regional Vice President (RVP) at Acumen Financial Advantage (AFA) is responsible for driving new and recurrent... ...execute tailored territory sales plans targeting high-value prospects... ...management Proactive research and analysis in market trends and competitive knowledge...Work at office
$190k - $210k
...growing and we have some very ambitious plans. We are looking for a leader who can scale... ...managing offshore MSPs. · Previous financial services experience preferred. Essential... ...making and comfort with financial analysis. · Strong collaboration and communication...Work experience placementRemote workFlexible hours$175k - $350k
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- ...protecting one of the world’s leading financial institutions.As a Supplier Cybersecurity Assessor - Vice President in Global Supplier Services,... ..., and document remediation plans.Stay informed of the latest... ..., and root cause analysis.Strong written and verbal communication...
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