Senior Vice President, Financial Planning & Analysis
About The Position
The Senior Vice President, Financial Planning & Analysis will serve as a trusted advisor to the CFO, CEO, and executive leadership team, translating corporate strategy into financial plans, operating targets, and performance metrics. This role involves providing actionable insights on growth opportunities, operating efficiencies, profitability enhancement, and capital allocation, while supporting strategic initiatives and business cases across the company. The position owns and leads the annual operating plan, quarterly forecasting, and long-range financial planning processes, implementing and maintaining driver-based forecasting models. Key responsibilities include analyzing financial and operational performance trends, developing product-line P&Ls, establishing enterprise KPI frameworks, and delivering insightful performance reviews. The role also involves preparing financial materials for Board meetings and executive reviews, supporting corporate development activities like M&A, and leading the continuous improvement of FP&A systems and processes. Additionally, the Senior Vice President will build, develop, and retain a high-performing FP&A organization, fostering a culture of accountability and collaboration.
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field.
- 15+ years of progressive experience in FP&A, corporate finance, strategic finance, or related disciplines.
- Significant leadership experience within a publicly traded, multinational organization.
- Demonstrated success leading enterprise-wide budgeting, forecasting, long-range planning, and executive reporting processes.
- Strong expertise in financial modeling, forecasting, performance analytics, and business partnering.
- Experience presenting to executive leadership teams and Boards of Directors.
- Deep understanding of GAAP, financial statements, cash flow management, and performance metrics.
Nice To Haves
- MBA, CPA, CFA, or other relevant advanced credential.
- Experience in technology, media, analytics, information services, SaaS, or data-driven businesses.
- Experience supporting public-company earnings processes and investor communications.
- Experience with Adaptive Planning, Workday, ERP systems, and modern business intelligence platforms.
Responsibilities
- Serve as a trusted advisor to the CFO, CEO, and executive leadership team.
- Translate corporate strategy into financial plans, operating targets, and performance metrics.
- Provide actionable insights regarding growth opportunities, operating efficiencies, profitability enhancement, and capital allocation.
- Support strategic initiatives, business cases, investment decisions, and transformation efforts across the company.
- Own and lead the annual operating plan, quarterly forecasting process, and long-range financial planning process.
- Implement and maintain driver-based forecasting models covering revenue, expenses, margins, EBITDA, cash flow, and capital expenditures.
- Develop scenario-planning analyses to evaluate risks, opportunities, and strategic alternatives.
- Lead a rolling forecast process that improves visibility into future performance and cash requirements.
- Analyze financial and operational performance trends and identify key business drivers.
- Develop and maintain product-line P&Ls and any related financial reporting disclosures.
- Establish enterprise KPI frameworks, dashboards, and management reporting processes.
- Deliver timely and insightful performance reviews for executive leadership and business unit leaders.
- Drive accountability through rigorous variance analysis and performance monitoring.
- Prepare financial materials and presentations for Board meetings, executive reviews, earnings support activities, and investor-related discussions.
- Partner with Investor Relations and other finance leaders to ensure consistency and accuracy of financial messaging.
- Present complex financial information in a concise, business-oriented manner.
- Support mergers, acquisitions, divestitures, strategic partnerships, and investment analyses.
- Lead financial due diligence, valuation support, integration planning, and pro forma analysis.
- Evaluate resource allocation decisions to maximize shareholder value.
- Drive continuous improvement of planning, reporting, and forecasting processes.
- Lead the optimization and evolution of FP&A technology, reporting, and business intelligence tools.
- Champion automation, data quality, and enhanced financial visibility across the organization.
- Partner with Accounting, Sales Operations, Product, Technology, Human Resources, and Commercial leaders to improve enterprise decision-making.
- Build, develop, and retain a high-performing FP&A organization.
- Establish a culture of accountability, collaboration, business partnership, and continuous improvement.
- Mentor and develop finance talent while creating succession depth and organizational capability.
- Promote a forward-looking, data-driven approach to finance leadership.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
