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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$85k - $240k
Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - Chicago As a Family Office Advisor, you will be instrumental... ...and optimal client outcomes. Advanced Financial Analysis: Prepare and critically review sophisticated financial...Full timeWork at office- ...Associate Vice President, Finance, Financial Planning & Analysis About the Company Thriving financial services holding company Industry Financial Services Type Public Company Founded 1991 Employees 5001-10,000 Categories Financial Services...Temporary work
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...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... ...and challenge with impactAbility to plan, multi-task, manage time effectively,...Full timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift- ...Bank Treasury VP in the Corporate & Investment Bank Treasury Planning & Analysis team, you will be responsible for execution of management... ...practical training (CPT). JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions...Visa sponsorship
$175k - $225k
...What You'll Be Doing The Senior Vice President, Commercial Real Estate is responsible... ...thorough understanding of each customer's financial needs, market characteristics, and conditions... ...reporting, and financial statement analysis, risk rating, regulatory reviews, and annual...Work experience placementFlexible hours- ...opportunity to shape how the world’s largest brands harness AI to evolve planning, execution, measurement, and optimization of marketing... ...the roadmap, execution, and commercialization.Conduct market analysis on use of Agentic AI with emphasis on partners and competitive...Temporary workFreelanceLocal areaFlexible hours
$149k - $182k
...opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the... ...more details.MUFG is seeking a Vice President to join the Portfolio... ...will combine strong credit analysis and portfolio management capabilities... ...benefits, retirement plans, educational assistance and...Full timeWork at officeLocal areaRemote work$145k - $225k
Business Unit:Financial And Valuation AdvisoryIndustry:Portfolio Valuation OverviewHoulihan... ...knowledge.The open position is for a Vice President based in the Atlanta, Chicago, Houston,... ..., managing, performing financial analysis, and business development. Candidates must...Full timeWork at officeWorldwide- ...one of the world’s leading financial institutions. In this role,... ...and Regulatory Reporting - Vice President in CCB Risk Management and Compliance... ...consumer risk reporting and analysis—including new and emerging... ..., a retirement savings plan, backup childcare, tuition reimbursement...
- JPMorgan Chase is seeking a Vice President to join the Advanced Treasury Analytics (ATA) team... ...your expertise in quantitative analysis, financial markets, and treasury functions, with... ...wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Visa sponsorship
$46k
OverviewProvost and Senior Vice PresidentThe Provost and Senior Vice President serves as the University’s Chief Academic... ...of the University’s strategic plan.The Provost will play a critical... ...enrollment growth, student outcomes, and financial sustainability.Translate...Full timeImmediate startRemote work- ...that clearly articulates operational and financial benefits Excellent selling and negotiation... ...responses, presentation content and ROI analysis development Preferred Qualifications,... ...and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement,...
$50k - $150k
..., meeting deadlines, and fostering client relationships. The Vice President will primarily work on an individual basis initially, but may... ...delivery of appraisal & valuation consulting engagementsPerform analysis of market and property information in order to develop...Full timeLocal area$128.9k - $214.8k
...ordinary, please apply...Job DetailsJob Title: Vice President, Marketing Science Location(s): Hybrid -... .... You will empower data-driven media planning, optimize cross-channel investment decisions, and translate complex analysis into clear, executive-ready insights that...Full timeWork experience placementLive inWork at officeImmediate startFlexible hoursShift work$200k - $250k
...US Management Inc. seeks a Vice President of Customer Success in Chicago... ..., and strategic account planning. Provide coaching and leadership... ....Experience conducting financial and economic analyses, including... ...planning, and strategic decision analysis.Experience leading business...Full time$250k
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Business Unit:Financial And Valuation AdvisoryIndustry:Transaction Advisory Services OverviewHoulihan Lokey, Inc. (NYSE:HLI) is a leading... ...AFR) practice is excitingly growing and we are looking for a Vice President to join the Chicago office.Our AFR advisory team works...Full timeApprenticeshipWork at officeWorldwide$275k
...investment banking products and services. Provide direction on financial/valuation analyses to less experienced staff and serve as a... ...Suggest innovative approaches for due diligence, research and analysis efforts. Anticipate and address needs of senior team members and...Temporary work$120k - $215k
...ll MakeAs a full-time Senior Vice President within our growing... ...leading buy-side and sell-side financial accounting due diligence engagements... ..., in-depth working capital analysis, and evaluation of key... ...participate in an annual bonus plan. Information about benefits...Full timeLocal areaFlexible hours
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