Head of Financial Planning

4 weeks ago

Santa Clara, California, United States Ushur Full time

Ushur is transforming the way enterprises communicate and engage with customers. Fueled by consumer's self-service demands, enterprises are modernizing customer engagement and experience models. Ushur is fast becoming the platform of choice for Customer Experience AutomationTM, enabling these enterprises to leapfrog their digital native counterparts and deliver delightful customer and employee experiences. With cutting-edge Conversational AI, Machine Learning and Intelligent Process Automation technologies, Ushur has enabled Fortune 100 enterprises including some of the world's most well known brands in healthcare, insurance, banking and financial services sectors to automate their customer engagement. Cloud-native, 100% no-code and purely workflow-driven, Ushur empowers citizen developers within business operations teams to build AI-powered, fully-automated and omni-channel experience to digitally transform customer journeys end-to-end.

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.

Benefits

Great Company Culture. We pride ourselves on having a values-based culture that is welcoming, intentional, and respectful.

Bring your whole self to work. We are focused on building a diverse culture, with innovative ideas where you and your ideas are valued. We are a start-up and know that every person has a significant impact

Rest and Relaxation. Unlimited PTO, wellness days, paid holidays, and more

Health Benefits. Comprehensive health, dental, and vision. We offer a variety of plans to meet the needs of you and your loved ones.

We care about your Future. Access to 401(k) so you can contribute and generous stock options.

Keep learning. One of our core values is Growth Mindset - we believe in lifelong learning. Whether you are a previous student, or currently enrolled in higher education, we can help cover some of those expenses and support your ongoing development and career growth.

Flexible Work. In-office, work-from-home, or hybrid, depending on position and location. We seek to create an environment for all of our employees where they can thrive in both their professional and personal lives.

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