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
- ...Vice President, Field Finance About the Company Top-tier healthcare company... ...thinker with a hands-on approach to financial management. The Vice President of Field... ...have a deep understanding of financial planning, analysis, and reporting, as well as the ability...Suggested
- ...drives business modeling, growth planning, and investment in initiatives that... ...strengthen MassBio’s impact. The Vice President of Finance will combine financial expertise with strategic insight... ...building models, forecasts, and analysis to guide executive decision‑making...SuggestedCurrently hiringShift work
- ...Vice President, Financial Planning & Analysis About the Company PE-backed fintech company in the greater Boston area. Industry Financial Services Type Privately Held, Private Equity-backed About the Role The Company is in search of a VP of Financial...Suggested
- ...Vice President, Financial Planning & Analysis About the Company Innovative biopharmaceutical company Industry Pharmaceuticals Type Public Company Founded 2020 Employees 201-500 Categories Pharmaceuticals Medicine Manufacturing Chemical...Suggested
- ...Vice President, Financial Planning & Analysis About the Company Fast-growing integrated healthcare system Industry Hospital & Health Care Type Non Profit Founded 2019 Employees 10,001+ Categories Health Care Elder Care Hospital...Suggested
$153k - $210k
...sponsors and CFOs meet. Through financial consulting rooted in data,... ...performance visibility, planning activities, data analytics,... .... WHAT YOU’LL DO: As a Vice President on a lean, cross-functional... ...process flows and forecast analysis tools * A higher education...Full timeWork at officeLocal areaRemote work$250k - $310k
...the Controller, providing senior-level financial oversight and support, including direct... ...Lead SOX 404(a)/(b) readiness from a planning and controls-design perspective, partnering... ...planning, monthly forecasting, and variance analysis across all departments, with strong...Temporary work- ...seeking an experienced and strategic Vice President of Finance to join our executive... ...environment and is passionate about driving financial excellence, operational efficiency,... ..., accounting operations, financial planning and analysis, budgeting, forecasting, compliance,...Full timeContract workRemote workWorldwide
- ...Chief Financial & Operating Officer About the Company Top independent preparatory school Industry Education Management... ...essential. The role requires a deep understanding of financial planning, analysis, and reporting, as well as experience in risk management and...
$140k - $200k
Morgan Stanley is a global financial services firm that conducts its... ...advisory, financial and wealth planning, credit and lending, deposits... ....Provide documentation, analysis, and insights to demonstrate... ...Vet).Employment Type:Job Level:Vice PresidentPosted Date:Feb 07,...Temporary work$120k - $217.5k
...opportunities: from framing up-front work plans to crafting and executing on the... ...g. user stories) baselining, root cause analysis, quantitative and qualitative analysis,... ...implementation programs in consulting or financial services industryBusiness Process Re-Engineering...Full timeTemporary workWork at officeFlexible hours$250k
...drive.We are seeking an experienced Vice President to join our Technology team in San Francisco... ...cash flow, multiple valuation analysis, merger and acquisition accretion/dilution... ..., valuation analysis, business plans, and financial projectionsLeverages Firm's capital markets...Full time- We are seeking a Vice President for a high-visibility Transfer Pricing consulting... ...methodologies and review complex financial models Identify risks and planning opportunities in clients' transfer... ..., or analytics tools to enhance analysis and efficiencyEssential traits: 4...Temporary workWork at officeFlexible hours
$68k - $185k
...growth and success. As a leading global financial services company at the heart of the global... ...robust incident management, root‑cause analysis, corrective/preventive actions, and... ...requirements, readiness criteria, and cutover plans.Represent operations in working groups,...Contract workTemporary workWork at officeWorldwideFlexible hours- ...growth and success. As a leading global financial services company at the heart of the global... ...those into delivery priorities and planning.Use metadata, metrics, and user feedback... ...management, product ownership, business analysis, platform delivery, or business transformation...WorldwideFlexible hours
$120k - $210k
...market structure, electronic trading workflows, transaction cost analysis, best execution frameworks, and execution performance... ...comprehensive benefits program, which includes: our retirement savings plan (401K) with company match; insurance coverage including basic life...Full timeContract workTemporary workFlexible hours$300.76k - $380.41k
...people with serious retinal diseases.The Vice President of Commercial Operations will be a key... ...role will provide key insights and analysis to support future lifecycle and product... ...including the creation of needed process, planning, and progress monitoring. Additionally,...$110k - $150k
...Stanley is a leading global financial services firm providing a wide... ...DescriptionOverview: This Vice President role reports to the Executive... ...engagement, reporting and analysis, team leadership, and process... ...analysis supporting business planning, pricing, and revenue...Temporary workWork at officeWorldwide$224k - $284.05k
...modernizing the healthcare financial experience across payers, providers... ...top five national health plans, regional health plans, TPAs... ...are.Position OverviewThe Vice President, Enterprise Strategy is a high... ...across Zelis — from market analysis and competitive positioning...Full timeWork at officeLocal areaVisa sponsorshipFlexible hoursEarly shift$319.06k - $389.97k
...together. How You Will Achieve More:The Vice President of Quality Management Systems is... ...commercialization readinessLead long-term strategic planning for quality infrastructure investments,... ...(Lean Six Sigma, FMEA, Root Cause Analysis)Experience with emerging technologies (...Full time$270k - $320k
...and entrepreneuring, change management, compensation, work force planning, organization development and design for a matrixed environment... ...environment. The ideal candidate will effectively influence analysis, accountability, and decision-making in many areas that impact...Remote work- ...team member for the role of Vice President, IWM Portfolio Management to... ...demonstrating expertise in market analysis and investment trends.Manage... .... As a leading global financial services company at the heart... ...of the applicable plans then in effect, eligible employees...WorldwideFlexible hours
$110k - $188.75k
Who we are looking forVice President level independent contributor needed... ...will be responsible forAs a Vice President in this role, you... ...the business, process, and data analysis of complex data and visualization... ...: our retirement savings plan (401K) with company match; insurance...Full timeTemporary workFlexible hoursShift work- ...: to break down barriers to financial progress for financial advisors... ...Platform Management Vice President on the 55ip Enterprise Platform... ...Comfortable shifting between data analysis, process review, and hands-... ..., a retirement savings plan, backup childcare, tuition reimbursement...Work at officeShift work
$96k - $181k
..., Cleveland OhioJob SummaryThe Senior Vice President, Portfolio Management is an individual... ...contributor responsible for performing financial analysis and preparing underwriting documents... ...impact (required).SVP, PM role- Ability to plan, multi-task, manage time effectively,...Full timeWork experience placementBank staffWork at officeImmediate startFlexible hoursNight shift3 days per week$327.1k - $399.9k
...of what we can do together. Job Title Vice President, Gene Editing Core Job Summary The Vice... ...therapies. This role will oversee the planning, execution, and delivery of projects to... ...developing and implementing gene editing analysis technologies and platforms as well as gene...Full timeLocal area$185k - $255k
...asset management firm is looking for a Vice President of Finance. This person will report directly... ...will be responsible for all aspects of financial controllership, including statutory... ...statements related to financial analysis and presentations, as required -Development...$165k - $185k
Job DescriptionXBK, LLC seeks Vice President, Data Management and Quantitative Analysis I in Boston, MA, to work with internal... ...the development of statistical, financial and/or econometric models for... ...; Writing automated testing plan for model validation, and creating...Temporary workRemote workFlexible hours- ...office. Day-to-day responsibilities: Develop financial models for discounted cash flow, market... ...pricing analysesConduct valuation analysis on a diverse range of illiquid investments... ...Comprehensive medical, dental, and vision plans.Time Off and Leave Policies: Generous...Temporary workWork at office
$265k - $330k
...individual will advise company leadership on financial strategy while overseeing the day-to-day... ...teams to develop long-term strategic plans, define key milestones, and build... ...ad hoc financial reporting and strategic analysis as neededMinimum Qualifications:10+ years...
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