VP, Financial Planning and Analysis

Medallia•Mclean, VA

10h

About The Position

Medallia's Vice President of Financial Planning & Analysis is responsible for architecting, scaling, and leading the FP&A organization in a fast-growing enterprise cloud company. The role calls for a strategic, accomplished finance leader with a record of success in dynamic, high-growth businesses. The VP will oversee financial planning and analysis to support future growth, combining hands-on leadership with strong analytical skills and experience in planning and sales productivity at a large, complex company. The role leads global budgeting, forecasting, and management reporting; enterprise-wide annual budgeting and multi-year long-range planning; Board and lender reporting; and global sales productivity, capacity planning, and data management in partnership with Revenue Operations. It also partners across Finance, Accounting, IT, Revenue Operations, and Deal Desk; supports M&A and corporate transactions; and builds and develops a high-performing global finance team. The annual base salary range is $217,500–$320,000, and the position is bonus eligible. Medallia offers competitive health and wellness benefits, including medical, dental, vision, 401(k), short- and long-term disability, life and AD&D insurance, statutory leaves, paid parental leave, and paid holidays. Benefits and eligibility may vary by location and role.

Requirements

10 or more years of experience leading the FP&A function.
10 or more years of team management experience.
Bachelor’s degree in Finance or a related field.
Experience working in a private equity environment and/or a publicly traded company.
Deep familiarity with Cloud/SaaS businesses, including retention, representative productivity, sales compensation, services utilization, and billable rate per hour.
Strong analytical and financial modeling abilities.
Ability to communicate complex findings effectively in oral, written, and presentation formats.

Nice To Haves

Track record of engaging and developing a global team and creating an organization known for excellence and a strong team culture.
Ability to build and foster relationships with senior executives, department heads, and key influencers as a trusted, objective advisor.
Ability to attract, recruit, motivate, and retain high-performing, high-potential talent.
Evidence of creating a strong financial organization with clear accountabilities and a team orientation.
Previous experience operating internationally at a global scale.

Responsibilities

Lead global budgeting, forecasting, and management reporting, partnering with operational finance teams and business leaders to analyze trends and update forecasts.
Drive the enterprise-wide annual budget process and multi-year long-range planning models for bookings, billings, revenue, ARR, gross retention, net retention, and variable and fixed costs.
Own monthly reporting packages for the Board of Directors and quarterly reporting for lenders, translating complex financial data into strategic narratives.
Oversee global planning, monitoring, and optimization of sales productivity, capacity planning, and data management in partnership with Revenue Operations.
Collaborate with Finance, Accounting, IT, Revenue Operations, and Deal Desk to streamline processes, improve forecasting accuracy, and evaluate ROI on key investments.
Provide financial modeling, due diligence, and integration support for strategic inorganic growth opportunities and corporate transactions.
Build, mentor, and scale a high-performing global finance team with clear accountabilities and a strong culture of excellence.