The Head of Financial Planning & Analysis (FP&A) will play a critical role in driving the company’s financial strategy, planning, and decision-making processes. This role will involve building out and leading the FP&A team, providing strategic insights, and partnering with senior leadership to support the company’s growth objectives. This position will report into the Chief Financial Officer. Responsibilities Leadership and Team Management: Build, lead, mentor, and develop the FP&A team, fostering a high-performance culture. Ensure the team delivers accurate and timely financial analysis, reports, and forecasts. Financial Planning and Analysis: Oversee the development of the annual budget, quarterly forecasts, and long-range financial plans. Analyze financial performance against key business metrics and document pertinent financial highlights that will enable management to determine progress against strategic/business plans and budgets. Provide insights and recommendations based on financial analysis to support business decisions and strategic initiatives. Business Partnering: Partner with department heads and senior management in Sales, Marketing, and Product to understand their financial needs and provide actionable insights. Collaborate with cross-functional teams to drive financial performance and operational efficiency. Financial Reporting: Prepare and present monthly, quarterly, and annual financial reports to the executive team and board of directors. Ensure compliance with financial regulations and standards. Strategic Initiatives: Support M&A activities, including financial due diligence and integration planning. Drive continuous improvement initiatives within the finance function to enhance processes, systems, and reporting capabilities. Risk Management: Identify and manage financial risks and opportunities, providing recommendations for mitigation or enhancement. Requirements Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA or CFA preferred. Minimum of 10 years of progressive experience in FP&A, preferably within the technology sector. At least 5 years in a leadership role. Strong financial modeling, analysis, and forecasting skills. Proven track record of scaling FP&A functions in a high-growth environment to hundreds of millions in revenue. Experience with Enterprise SaaS business models and related metrics. Strong proficiency in advanced financial modeling, data analysis tools, and systems (e.g., Excel, SQL, BI tools) to enhance financial reporting and analysis capabilities. Excellent leadership and team management abilities. Exceptional communication and presentation skills. Proficiency in cloud-based FP&A software and ERP systems (e.g., NetSuite, Quickbooks) Strategic thinker with the ability to influence and drive business decisions. High level of integrity and dependability with a strong sense of urgency and results-orientation. Analytical mindset with attention to detail. Strong problem-solving skills and ability to thrive in a fast-paced, dynamic environment. Collaborative and able to build strong relationships across the organization. Results-driven with a proactive approach to achieving objectives.
Ushur