Confidential
Vice President of Finance & Operations
What you will do:
Reporting to the CFO, the VP of Finance & Operations will have responsibility for FP&A and Sales Operations. This role will oversee critical tools such as Salesforce and Anaplan. Working closely with the Controller’s team, the VP will also take a leadership role on Netsuite integration and configuration to ensure that all of Company reporting and analysis needs are being met. The VP of Finance & Operations will be a strong partner for the Sales team, ensuring that we establish and maintain the appropriate Salesforce configuration and adoption by the Sales function. This individual will be a critical partner to the entire executive team, understanding and participating in developing key Company strategies, and will ensure that there is consistent measurement and reporting against established financial goals and objectives.
• Implement a financial planning function utilizing Anaplan, leveraging data from Netsuite and Salesforce
• Develop inaugural reporting including KPIs and dashboards for executive management reporting
• Lead critical projects to harmonize data between our key financial systems and update configurations to meet the needs of the business
• Partner with CFO and executive team to grow the business
• Lead ad hoc strategic finance initiatives
• Partner closely with senior leadership to monitor progress against business financial goals developing strategies to anticipate and adjust to challenges in meeting goals
• Lead and initiate decision support analyses and drive investment decisions and tradeoffs across the Company
• Manage financial modeling and valuation for prospective M&A opportunities
• Mentor, lead and grow high-performing, highly engaged FP&A and Sales Operations team
• Partner closely with broader Finance leadership team on strategic initiatives that impact the organization
What you bring.
• A./B.S. in Finance and/or Accounting required; MBA preferred
• Solid understanding of GAAP to ensure proper application to the budget and forecast process
• Experience having owned and driven an annual budgeting process and monthly forecast process for a similar or larger-sized organization
• 10-15+ years of experience in finance and accounting with emphasis on budgeting, forecasting, planning, financial analysis, and modeling with relevant experience as an FP&A business partner
• Experience managing a finance team (minimum team size of 3-4 individuals)
• Previous experience managing a finance and sales operations team within a technology company (Director or VP level)
• Strong system skills required (Adaptive Planning, Anaplan, Netsuite, Salesforce, or other comparable financial and ERP systems)
• Ability to influence through clear presentation and communication of complex data analysis
• Ability to recognize and employ appropriate interaction styles and methods to achieve desired outcome
• Ability to analyze and interpret data to develop insights and recommendations that synthesize information across functions and perspectives
• Excellent communication, interpersonal, collaboration and consultative skills. Inquisitive and positive mindset in approaching complex problems
