Remote Corporate Director Financial Planning and Analysis

Summary

Join Avetta as a high energy Director of Financial Planning & Analysis 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.

Requirements

• 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

Responsibilities

• 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
• 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
• 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

Benefits

#LI-Remote