SVP, FP&A
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Job Description
SVP leading global FP&A, forecasting, reporting, and value creation for OneStream, an AI-powered enterprise finance platform. Partnering with executives to scale the company toward $2B+ revenue.
Responsibilities:
- Lead and develop a world-class global FP&A organization spanning corporate FP&A, business partnering, forecasting, reporting, analytics, and enterprise performance management.
- Advise executive leadership with actionable financial insights and recommendations for strategic decision-making.
- Establish financial targets, monitor performance, and drive accountability for results.
- Lead Board, Executive Leadership Team, ownership, and lender-facing financial analyses and presentations.
- Lead enterprise performance management, including forecasting, variance analysis, KPI monitoring, competitive benchmarking, and executive reporting.
- Oversee liquidity management, working capital planning, capital allocation, and investment analysis.
- Lead annual operating plans, rolling forecasts, long-range planning, and scenario modeling.
- Partner with Revenue Operations, Sales, Marketing, Customer Success, Product, and Services leadership to optimize growth investments and operating performance.
- Evaluate growth opportunities involving pricing, retention, customer acquisition, expansion, product investments, and operational efficiency.
- Lead transformation of FP&A systems, processes, data governance, and reporting capabilities.
- Drive adoption and optimization of enterprise planning, reporting, and analytics platforms, including Adaptive Planning.
- Modernize Finance through AI, automation, and advanced analytics.
- Champion adoption of OneStream's platform across Finance processes as 'Customer Zero.'
- Own enterprise performance management reporting, dashboards, executive analytics, ARR reporting, customer analytics, and recurring revenue measurement.
- Evaluate strategic investments, growth initiatives, business transformations, and capital allocation decisions through financial analysis, business cases, and ROI assessment.
- Partner with Corporate Development on acquisitions and other growth initiatives as needed.
- Serve as a financial spokesperson with ownership stakeholders, lenders, acquisition targets, strategic partners, and other external stakeholders.
- Support Board communications, ownership reporting, lender communications, and external financial messaging.
Requirements:
- Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field
- 15+ years of progressive financial planning and analysis experience, including executive leadership responsibility
- Success leading global FP&A organizations within high-growth software, technology, SaaS, or private equity-backed businesses
- Experience partnering directly with executive leadership teams, boards of directors, ownership stakeholders, and external financial partners
- Deep expertise in financial modeling, forecasting, performance management, and long-range planning
- Experience building and developing high-performing finance organizations
- Experience leading cross-functional transformation initiatives involving systems, data, and reporting processes
- Experience preparing Board materials, ownership reporting packages, and executive performance reviews
- Experience leading FP&A and finance organizations within SaaS businesses operating at $500M+ ARR scale and supporting expansion toward $1B+ revenue scale
- Required experience operating within a private equity-backed software organization
- Experience partnering with Sales, Marketing, Customer Success, Revenue Operations, and Product leadership
- Experience leading rolling forecast methodologies and scenario-based planning
- Experience leveraging AI, automation, and modern analytics technologies
- MBA, CPA, CFA, or equivalent advanced financial credential preferred
- Experience with Adaptive Planning or similar enterprise planning platforms preferred
- Strong understanding of SaaS metrics, including ARR, retention, bookings, profitability, and revenue analytics
- Strong executive presence and ability to influence senior leaders, Board members, ownership stakeholders, lenders, and external stakeholders
- Exceptional business acumen, strategic thinking, communication, and presentation skills
- Strong analytical, problem-solving, and decision-making skills
- Demonstrated ability to balance strategic leadership with hands-on execution
- Ability to establish trusted cross-functional partnerships
- All candidates must be legally authorized to work for any company in the country where this position is located without sponsorship
Benefits:
- Vision
- Medical
- Life
- Dental
- 401K
- Additional variable compensation may apply
- Vacation Time
- Paid Holidays
- Professional Development
- Retirement Plan
- Short & Long Term Disability
- Transparency around corporate structure, salary, and benefits
- Multiple training opportunities
- Strong culture and camaraderie
- Variety of project work (not industry-specific)
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