VP, Financial Planning & Analysis
Ataccama
- Boston, MA
- Permanent
- Full-time
- Design and drive annual and quarterly planning, budgeting & forecasting processes across the company, including coordination with various stakeholders/functions
- Demonstrate complete ownership of financial data, prepare monthly reporting pack, ensure reconciliation and variance analysis on a monthly, quarterly and annual basis with results, trends and actionable insights
- Partner with executives to define tailored management information and reports needed by the business unit/ segment, develop relevant KPIs and associated ongoing tracking
- Own and evolve the corporate financial model to evaluate business sensitivities, funding requirements and potential acquisitions
- Collaborate with executives to prepare quarterly Board meeting analysis, commentary and discussion materials and any other external stakeholder type of presentations
- Work cross functionally with RevOps to maintain and improve our SaaS metrics reporting
- Oversee Business Analytics team on dashboard creation, management and execution
- Participate in key business decisions and assist with due diligence on business initiatives and key projects
- Anticipate business needs based on good business understanding and interaction and provide support to the business leaders
- Work effectively with the business to highlight and advise on the areas of risks and/or opportunity
- Partner with finance team peers on finance operations and make process improvement recommendations as necessary
- Support the Finance team/CFO on different functional projects, business-related studies and additional financial analysis as required
- Develop, retain and attract a collaborative and impactful FP&A team
- Assist with NetSuite and Salesforce implementation and optimization
- The successful person in this role will have a high level of financial and business acumen, strong analytical mindset and understanding of growth & efficiency drivers of a tech / SaaS business. Other experience that will impactful include:
- Bachelor's degree in business, finance, accounting or relevant field
- 7+ years of progressive FP&A experience, with 3+ years in a management role
- SaaS industry experience is preferred, with in-depth knowledge of SaaS metrics
- Prior work transactional experience in corporate finance, investment banking or M&A advisory a plus
- Excellent written and oral communication skills with the ability to effectively communicate technical and detailed information to non-finance professionals; “speaks business, not numbers”
- Strong understanding of aggregating broad financials for reporting, planning and forecasting experiences, management reporting and analysis, model maintenance and build/development within Excel
- Presence to interact with executives, senior management and Board / Investors
- Ability to collaborate with internal stakeholders, understand their requirements, instill confidence, and build an environment that fosters growth and inclusion
- Exceptional financial modelling skills with an ability to create sustainable and reliable models to enable better understanding and decision making
- Advanced proficiency in Microsoft PowerPoint and Excel (Google Slides & Sheets)
- High attention to detail, ability to “deep dive” and desire to establish best practices in a maturing organization
- Self starter, autonomous and ability to deal with ambiguity and change
- Strong multitasking skills with the ability to work on multiple, concurrent projects in a fast-paced and dynamic environment
- Experience with NetSuite, FP&A tools and BI tools an asset