VP Financial Planning & Analysis

RLDatix•Chicago, IL

9d•Hybrid

About The Position

The VP, Corporate FP&A is a global finance leadership role and the principal deputy of the SVP Finance & Sales Operations. The role leads global reporting, forecasting, planning and executive decision support, partnering with the CFO, CEO and Executive Leadership Team to shape financial direction, guide investment decisions and translate investor priorities into measurable outcomes. It connects market, commercial and operational drivers to financial outcomes and evaluates growth investments, portfolio priorities, M&A and performance improvement. The VP leads a four-person Corporate FP&A team and provides dotted-line leadership and guidance to the wider global FP&A organization of 25. The role works with regional and business-unit Finance Business Partners and teams across People and Corporate Information Systems, strengthening commercial acumen, talent and succession while developing an integrated Finance organization focused on growth and long-term value. The position is based at the Chicago headquarters, with the ability to commute to Chicago two days a week, and collaborates with executive stakeholders across North America, APAC and Europe.

Requirements

Bachelor's degree in Finance, Accounting, Economics or a related discipline.
At least 12 years of progressive finance experience, including significant leadership responsibility in corporate FP&A within a complex global organization.
Demonstrated leadership of enterprise strategy, long-range value-creation planning, capital allocation and integrated financial modeling, including a rolling five-year model.
Ability to advise and influence CEOs, CFOs, Boards and investors, challenge assumptions, and translate complex strategic and financial analysis into clear decisions and actions.
Experience acting as a senior finance leader's principal deputy, with judgment, discretion and executive presence to represent leadership, coordinate cross-functional priorities and drive outcomes through influence.
Strong functional business-partnering experience, ideally supporting Finance, People/HR and IT/CIS leaders on resource planning, operating expense management, technology investment and transformation decisions.
Strong knowledge of SaaS economics and recurring-revenue metrics, including ARR, retention, bookings, revenue, gross margin, EBITDA and cash flow.
Advanced financial modeling, scenario analysis and executive communication skills, with a record of improving forecast accuracy and business outcomes.
Curiosity and a technology-minded, AI-forward approach, with demonstrated experience and strong predisposition to applying AI, automation and emerging technologies to improve Finance performance, speed, efficiency and decision quality.
Proven ability to lead high-performing teams and shape capability, culture and performance across a global finance organization in a matrixed, fast-changing environment.
Ability to commute to Chicago, IL two days a week.

Nice To Haves

MBA, CPA or equivalent professional qualification.
Significant experience in a private equity-backed, high-growth SaaS or healthcare technology company, including value-creation plans, investor reporting and capital-allocation decisions.
Ownership of an enterprise FP&A technology and planning ecosystem, including platform strategy, roadmap, governance, implementation, model design and user adoption.
Experience with SAP Analytics Cloud, SAP BPC, Adaptive, Salesforce, NetSuite and modern business-intelligence tools.
Track record leading finance transformation, reporting automation and data governance, with practical use of AI and other technologies to accelerate insight, improve productivity and create scalable ways of working.
Exposure to M&A, integration planning, investor reporting or preparation for a strategic transaction.

Responsibilities

Serve as the SVP Finance & Sales Operations' principal deputy and strategic partner, representing the SVP in senior forums when delegated.
Advise the SVP Finance & Sales Operations and CFO on enterprise investment decisions, growth strategy, priorities and long-term value creation.
Partner with the CEO, CFO, SVP Finance & Sales Operations and Executive Leadership Team to translate strategy into financial objectives, investment priorities and execution plans.
Develop and challenge initiatives for organic growth, customer retention, margin improvement, cash generation and return on invested capital.
Own the enterprise capital-allocation framework and evaluate trade-offs across growth investment, product and technology, go-to-market capacity, transformation, M&A, debt and other uses of capital.
Translate private equity value-creation priorities into measurable plans, milestones and outcomes, and provide investors with insight into progress, risks and opportunities.
Support M&A due diligence, integration planning, synergy tracking and post-investment performance review as required.
Provide independent financial judgment, constructive challenge and recommendations to the CEO, CFO and Executive Leadership Team.
Lead enterprise scenario analysis and integrated decision modeling across growth, pricing, product investment, organizational capacity, profitability, liquidity and strategic transactions.
Frame complex decisions, quantify risks and opportunities, define decision criteria and ensure approved actions are translated into accountable execution.
Lead preparation of Executive Leadership Team, Board and investor materials, with a strategic and balanced focus on performance, outlook and value creation.
Provide financial leadership across a global software organization operating in North America, Europe, Asia Pacific and the Middle East.
Guide the global FP&A organization of 25, aligning regional, business-unit and corporate teams around enterprise priorities, standards and performance.
Build organizational capability through coaching, talent development, succession planning and deployment of resources to high-value priorities.
Coordinate with the Global Controller, Treasury, Tax, Procurement, CIS, Sales Operations and other Finance and Strategic Operations leaders to integrate financial disciplines and resolve cross-functional priorities.
Act as a senior escalation point and delegated Finance leader, exercising judgment on matters requiring the SVP's attention and driving resolution where appropriate.
Own the integrated rolling five-year model connecting market, commercial, product, workforce, P&L, balance-sheet and cash-flow drivers.
Lead the annual financial plan, forecasts and performance outlook as tools to test assumptions, identify risks and opportunities, and support resource reallocation.
Define and interpret enterprise performance measures across growth, ARR, retention, bookings, revenue, margin, EBITDA, billings, cash conversion and returns, linking outcomes to operational drivers.
Deliver concise, decision-useful insight explaining changes, implications, recommended actions and effects on long-term enterprise value.
Lead finance business partnering for Finance, People/HR and IT/CIS, ensuring functional strategies, workforce plans, technology investments and transformation programs deliver measurable value.
Partner with the PMO Function to prioritize investments, challenge business cases, track delivery and benefits, and redirect resources when returns are not achieved.
Own the FP&A technology and planning ecosystem, with SAP Analytics Cloud currently serving as the core planning platform.
Champion Finance transformation, automation, advanced analytics and AI to improve decision quality, scalability and capacity to support growth.
Build and mentor a high-performing Corporate FP&A team of four and influence capability, collaboration and performance across the wider global FP&A organization.