Corporate Director Financial Planning and Analysis

2 months ago

Orem, United States Avetta Full time

SUMMARY

Avetta is seeking a high energy Director of Financial Planning & Analysis ("Director of FP&A") to lead the Corporate and Finance Business Partner functions. This role will be a player-coach, leading reporting, forecasting, and planning (annual budget, multi-year plan, and related system), and Finance partnerships with Avetta's functional leaders spanning Support, Professional Services, R&D, and G&A. The role will develop a deep understanding of the business to deliver insightful explanations, actionable insights, driver-based metrics, and relationships to deliver strategic outcomes that help Avetta scale and ultimately deliver value to shareholders. The Director of FP&A will enhance the flow and quality of information, deliver balanced budgets & forecasts, and partner with Avetta's cross-functional leaders to develop strategic targets, track progress vs. goals, monitor lagging and leading indicators, manage resources, and provide decision support.

The Director of FP&A will play a key role in developing a high-performance scalable Finance team, delivering digital transformation initiatives, streamlining processes, and assuring FP&A provides world-class support to the business. This is a high impact, highly visible position with regular Executive level exposure.

The ideal candidate will have extensive experience in a high-growth global SaaS business, operating in multiple currencies, and have excelled in an environment with public company rigor. The candidate will have a demonstrated track record in partnering with business leaders, scaling a global business, systematizing reporting and planning, developing driver-based models, 3 financial statements, and driving process improvement.

RESPONSIBILITIES

  • Forecasting, Budgeting & Long-Range Planning:
    • Develop consolidated 3 financial statement forecasts, annual and multi-year plans, ensuring transparent and achievable targets, balanced assumptions, and alignment with overall company objectives and accounting standards
    • Develop and refine driver-based models (connecting Cash Billings, Revenue and related volume metrics, with business function productivity) to identify trends, opportunities to scale, strategic areas of development, investments, and translate them into solid financial plans
    • Embed with business functions, serving as the Finance business partner, supporting with spend management, understanding of results, decision support, resource planning, evaluation of investments, quarterly forecasting, and annual and multi-year planning
    • Conduct scenario analysis and sensitivity testing to assess risks and potential impact on financial outcomes
    • Collaborate with cross-functional teams to develop, track, and support strategic initiatives, and roadmaps
  • Reporting & Analysis:
    • Develop consolidated financial and business function specific monthly, quarterly and annual reporting packages, with a focus on the underlying business drivers and storyline, lead review sessions, and play a key role in BOD, Shareholder, and Lender reporting
    • Develop efficient reporting mechanisms and review touch points to ensure quality and timeliness of information and observations flow across the business to enable informed fact-based decision-making
    • Enhance key performance indicators (KPIs) and develop productivity metrics for each functional business area, establish targets, assess actions required to achieve, and monitor performance
  • Systems, Process and Other :
    • Enhance and maintain the Company's planning system, fostering a culture of continuous improvement and tool which serves FP&A and business leaders
    • Redesign processes to achieve predictable delivery and reduced turnaround time of actual reporting, forecasting and annual planning, including packages, while adjusting to evolving business needs
    • Play a key role in managing the quarterly forecast, annual plan, and multi-year update processes, including development and adherence to timelines, global and business function drivers, assumptions, consolidated and functional review packages, consolidated storyline/commentary, and leadership reviews

EXPERIENCE & PERSONAL CHARACTERISTICS

  • Extensive experience in a high-growth global SaaS business a must
  • Bachelors Degree in Finance, Accounting or Management related field of study preferred
  • 10+ years of direct experience with time spent in Corporate FP&A, FP&A Business Support, Operations Finance, Financial Reporting, and Revenue Operations
  • Experience implementing, enhancing, maintaining and/or hands-on use of the following systems/tools: Adaptive Insights, OneStream, Netsuite, PowerBI, Tableau, SFDC, and Zuora
  • Intellectual curiosity, strong business instincts, and player-coach with a roll-up the sleeves and a let's get it done right attitude
  • Poised communicator (verbal and written) and not hesitant to voice point of view
  • Working knowledge of SaaS revenue recognition, ARR, ASC 606, Capitalized Software Development, 3 financial statements
  • Knowledge of best practices and trends in FP&A within a SaaS or Subscription business
  • Operates at multiple altitudes, manage through ambiguity, complete projects end-to-end, and prioritize workload of team and self
  • Demonstrated leadership experience, including managing and developing high-performing teams
  • Track record of maintaining strong relationships and communicating with a wide range of partners
  • Pride in analytical & financial modeling skills and enjoys tackling complex business problems and driving actionable recommendations
  • Problem solver, change agent and keen attention to detail, while balancing progress vs. perfection
  • Maintains the highest ethical standards: integrity, credibility, and character

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