VP, Financial Planning

4 weeks ago

Boston, Massachusetts, United States Ataccama Full time

We are Ataccama, and we are on a mission to empower organizations to maximize the transformative potential of data and AI. Our product enables both technical and less technical 'data people' across their organizations to create high-quality, governed, safe, and reusable data products. It's what made us a Leader in the Gartner Magic Quadrant for Data Quality SolutionsTM, and what inspired Bain Capital Tech Opportunities to invest in our future growth.

Our vision is to be the leading AI-powered cloud data management company and to do that, we're making Ataccama a great place to work and grow. Our people are located across the globe. They succeed by collaborating as a team and thrive in our company culture defined by our core values.

Aim High

Customer Focused

ONE Team

Candid and Caring

Challenging Fun

We are open to a hybrid working setup. #LI-hybrid

Role Mission

Reporting to the CFO, this position will be a key member of our Finance team providing analysis and insights into the business results for management reporting and strategic decision making. In addition to leading the budgeting and forecasting process, you will work closely with business partners to create KPI-based and data-driven analysis critical to optimizing various functional areas and aligning with our strategic and financial objectives. You will also help to build an FP&A function that is a strategic thought partner to the business while also establishing effective financial & strategic planning, forecasting and reporting processes that scale with our growth.

This is a highly visible role where you will work closely with and provide support for our Executive team, functional leads and key stakeholders, including the CEO, CFO and Board. To be successful in this role, you require a broad strategic mindset, innate curiosity, executive presence, and strong financial planning process and systems experience.

Your Challenge

  • 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

Is This You?

  • 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 a must, 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

Work equipment

Company laptop

Personal cell phone contribution

Perks & Benefits

Medical Insurance (including vision & dental)

Life Insurance

401(k) with employer match contribution

Long-term disability insurance

Employee Assistance Program (EAP)

Long-Term Incentive Program

"Bring Your Friend" referral program

5 sick days, 2 personal days for each calendar year in addition to your vacation days

Flexible working hours & flexible working setup

Conference tickets to the best industry events of the year

Online courses & company access to Udemy to hone your skills

While we highly value cooperation with all our business partners, we don't accept unsolicited resumes from any sources other than directly from a candidate. We reserve the right not to pay any fee for sending an unsolicited offer containing the details or resume of a job candidate, even if the relevant candidate is employed by our company.

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