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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- ...Vice President, Strategic Partnerships About the Company Market-shaping provider of financial & asset management services Industry Financial Services Type Public... ...Professional Services Enterprise Financial Planning Financial Exchanges Retirement...Work experience placementLocal area
- ...Investment Banking Vice President, ESOP Advisory About the Company Leading ESOP-focused... ...privately held businesses. Industry Financial Services Type Privately Held... ...transaction counterparties, managing financial analysis, valuation work, transaction...Remote work
- ...Senior Vice President of LIHTC Asset Management About the Company Leader in the LIHTC... ...property management team, and analyzing financial performance to meet investment goals. Applicants... ...skills, and strong financial analysis and reporting abilities. Exceptional communication...
- ...Vice President of Private Childcare About the Company Top early childhood education company... ...role also requires a strong focus on financial objectives, key account management, and... ...as a market leader through competitive analysis and industry trend awareness. The role...
- ...Vice President, Portfolio Optimization About the Company Successful middle-market private equity firm Industry Venture Capital... ...growth of the portfolio companies. This may involve market analysis, operational improvements, and the implementation of best practices...
- ...Vice President, Medical Communications Strategy About the Company Award-winning medical... ...leading brand strategy development, annual planning, and positioning initiatives. Key tasks... ...market assessments, competitive analysis, and SWOT evaluations to identify growth...
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- ...Vice President, Underwriting About the Company Mission-driven provider of tax credit syndication services Industry... ...a comprehensive range of activities, including financial, credit, market, and risk analysis, as well as the identification of investment risks and...
- ...Vice President, Healthcare Underwriting About the Company Globally-renowned financial institution Industry Banking Type Privately Held, VC-backed Founded... ...minimum of 10 years' experience in credit analysis and loan underwriting, preferably in healthcare...
- ...Vice President of Enterprise Strategic Risk About the Company Well-recognized association... ...enterprise-wide visibility into financial, operational, and reputational risk... ...policy uncertainty into financial analysis, scenario planning, and executive decision support. The...
- ...Vice President, Privacy About the Company Expanding investment management firm Industry... ...Categories Investing Finance Financial Advisers Consulting & Professional... ...holistic wealth management financial planning family wealth office investment...Work at office
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- ...Vice President of FP&A About the Company Established beverage manufacturer... ...pivotal role in the enterprise's financial strategy and long-range planning. The successful candidate will be... ...adept at financial modeling and analysis for strategic decision-making. A...
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