Senior Director, FP&A

3 weeks ago


Oklahoma City, United States Certinia Inc. Full time

Sr Director, Financial Planning & Analysis Location: US Remote WHO WE ARE Certinia (formerly FinancialForce) delivers a Services-as-a-Business platform that powers and connects all aspects of services operations, from services estimation and delivery to customer success management and financial planning and accounting. The company's Professional Services Automation (PSA), Customer Success, and ERP solutions—delivered on Salesforce’s leading cloud platform—provide services businesses with the intelligence and agility to deliver high-quality services, elevate customer experiences and accelerate growth. Headquartered in San Jose, California with offices around the world, Certinia is backed by Haveli Investments, General Atlantic and Salesforce Ventures. For more information, visit

www.certinia.com

. THE ROLE Reporting to the CFO the Sr Director, Financial Planning & Analysis (FP&A) will partner with management at all levels to improve business outcomes and optimize company performance. The ideal candidate will understand SaaS business models, have excellent analytical skills, strong written and verbal communication skills, and be self-initiative. This role will lead a team of Financial Analysts. WHAT YOU WILL DO IN THIS ROLE ●

Lead

and develop a team of Finance professionals ●

Manage, compile, and provide analysis for company planning/budgeting and forecasting for all departments ●

Drive strategic business process improvement and automation of the planning and reporting processes ●

Develop and maintain the Company's multi-year projections ●

Lead and manage the annual planning process for the Company ●

Prepare monthly and quarterly management reporting – analyzing financial results, distilling/synthesizing key trends, assessing current and future business risk, and communicating key messages to senior management ●

Build deep business partner relationships across the organization to drive visibility and decision-making in resource allocation ●

Provide direction and collaborate with budget owners to assist with the efficient execution of budget ●

Analyze and report on key company-wide performance metrics to the executive leadership team ●

Prepare presentations to the Executive Leadership team and Board of Directors ●

Create and manage financial reporting to investors and be the lead on investor calls ●

Model and execute transactions such as capital raises and M&A ●

Provide support to Accounting during month-end close and external audits WHAT YOU NEED TO BE SUCCESSFUL IN THIS ROLE ●

BS in Finance, Accounting, Economics, or similar quantitative field ●

8+ years of experience in FP&A, corporate finance, equity research, investment banking, or related fields with previous people management experience ●

Experience supporting major functional areas within an organization with experience in financial analysis, headcount/resource management, and business metric reporting ●

Experience with a fast-growing company, navigating growth to $1B in sales is preferred ●

Strategic organizational and time management skills with the ability to multi-task in a fast-paced, dynamic environment ●

Demonstrated ability to build successful relationships and partner with executive management ●

Excellent communication and interpersonal skills with the ability to creatively solution issues ●

Confident, self-starter, able to work with minimal direction ●

Demonstrated ability to roll up sleeves and work with team members in a hands-on management capacity ●

Demonstrated commitment to high professional ethical standards and a diverse workplace ●

Unquestionable integrity and discretion WHAT ELSE WOULD BE GREAT ●

MBA and/or Advanced Finance certification desires Salary Range:

Min:

$182,400 Max: $260,000 Certinia annually assesses our compensation and benefits strategies to ensure a best-in-class total rewards package. New hire base pay is dependent on job-related, non-discriminatory factors such as experience, tenure, growth potential, team parity, geo, etc. Base pay is one part of the Total Rewards that Certinia provides to compensate and recognizes employees for their work. Certinia provides other elements including best-in-class benefits, variable pay offerings, remote work opportunities, flexible time off, parental leave, 401(k), HSA and FSA plans, and more.

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