Senior Director – Corporate FP&a

Senior Director – Corporate FP&a

Requirements

• 15+ years of experience in strategic finance roles, especially in financial planning & analysis, ideally at a large public software company
• Proven experience in corporate FP&A and product/go-to-market FP&A
• Strong accounting and financial planning process and systems leadership experience with a proven track record of excelling in high-performance, analytic and data-driven cultures
• Skilled at working across multiple levels, including high level strategy and insights thinking to disciplined processes leadership of complex planning cycles
• Solution-driven, innovative, and creative mindset
• Zero-defect and principles-first mindset
• Proven track record of financial systems, process & tools improvement/automation
• Strong people leader with proven experience managing global teams and a demonstrated track record of building & elevating high performing teams
• Excellent communication, presentation and facilitation skills with a proven ability to work collaboratively & influence across all levels of leadership
• Ability to travel at least 20% of the time
• Bachelor’s degree in finance, Business, Accounting, Economics; MBA preferred

Responsibilities

• Manage the company’s annual financial planning processes across functions and with interlock among business teams
• Utilize financial planning methods including ZBB, bow-wave, unit economics and ROI-based investment analysis
• Drive both top-down target setting and bottom-up financial planning including monthly and quarterly detail
• Identify key planning issues and develop solutions to resolve them
• Test robustness of the plan through scenario analyses
• Maintain and summarize external views of market, competitors, industry trends, and financial benchmarks to inform planning cycle
• Quarterly and monthly forecasts for P&L, revenue, cash flow and key financial metrics
• Identify and report on select weekly metrics to highlight potential issues early
• Triangulate submissions by teams through reasonable checks or alternative approaches, especially on revenue and cash flow modeling
• Represent forecast to CFO and key executives including key drivers
• Proactively highlight issues and solutions
• Look ‘around the corner’ based on trends and the forecast data
• Conduct scenario analysis to assess opportunities and risks
• Use strong and smart processes to close the quarter in best-in-class speed and in alignment with rules and policies
• Develop guidance model
• Proactively create data packages with insights for earnings to enable creation of script messages, investor Q&A and earnings slides
• Maintain and refresh single repository of all earnings-related schedules
• Proactively create key schedules for analyst day
• Support of analyst day as single source of truth for all externally shared data
• Create a multi-year view of the company’s P&L, cash flow and key metrics
• Use an integrated model that reflects the relationship between revenue and expense
• Drive a process that ensures ownership and alignment of the long-range plan by the executive leadership team
• Conduct scenario analyses to assess opportunities and risks
• Build out a system enabling business planning and forecasting
• Create robust reporting platform enabling self-service to support finance and business partners with key information related to plans, budgets, spend, headcount, and more
• Continuously improve processes for efficiency, insight and foresight
• Provide insights and recommendations on allocating capital to its most productive use
• Develop and refresh metrics book related to revenue, P&L, balance sheet and cash flow related that are key to investors, management and board
• Identify insights and foresights
• Develop solutions to issues
• Act as single point of trusted financial data to CFO, board, and investor relations
• Create methodology and implement unit-level financials by product and channel to facilitate strategic decision making
• Prepare Board and CEO-Staff materials for CFO and Head of Corporate & Product Finance analyzing financial results, distilling/synthesizing key trends, assessing current and future business risk, and communicating key messages
• Attract, retain and develop a team of top performing finance professionals
• Participate in strategic data analysis, research and modeling for senior company leadership

Preferred Qualifications

• Background in management consulting, investment banking, or equity research preferred
• CPA or CFA preferred