Confidential
Vice President, Financial Planning & Analysis
Confidential, San Francisco, California, United States, 94101
Vice President, Financial Planning & Analysis
About the Company
Innovative enterprise data platform for Salesforce users
Industry Outsourcing/Offshoring
Type Privately Held, VC-backed
Founded 2012
Employees 51-200
Funding $51-$75 million
Categories
Information Technology & Services Computing Infrastructure Data & Analytics Hosting Services Information Computers Technology
Specialties
backup & restore for salesforce release management tools for salesforce high availability for salesforce org copy for salesforce archiving for salesforce business continuity planning salesforce data sampling for salesforce gdpr data privacy and data compliance
About the Role
The Company is in search of a VP of FP&A to join their finance leadership team. The successful candidate will be a key player in the strategic planning and forecasting processes, leading the annual budgeting, quarterly reforecasts, and multi-year financial planning. This role requires a hands-on leader with a proven track record in high-growth SaaS or technology environments, who can provide forward-looking financial insights and support strategic decision-making. The VP of FP&A will also be responsible for performance management and reporting, acting as a business partner to the executive team, and driving financial initiatives. Strong modeling, data visualization, and business case development skills are essential, as is advanced expertise in Excel and financial systems, particularly NetSuite.
Applicants for the VP of FP&A position at the company should have at least 15 years' of experience in FP&A, investment banking, or strategic finance roles. The role demands an individual with exceptional communication and stakeholder management abilities, who can operate effectively at both the board level and within the details of financial models. The ideal candidate will be a low-ego leader, adept at managing a team and driving operational excellence. Experience in building and updating multi-year financial plans, budgeting, and reforecasting is crucial. The company values a culture of trust, customer centricity, engagement, excellence, continuous innovation, and teamwork, and the role is pivotal in shaping the future of the organization through financial expertise.
Hiring Manager Title COO
Travel Percent Less than 10%
Functions
Finance
About the Company
Innovative enterprise data platform for Salesforce users
Industry Outsourcing/Offshoring
Type Privately Held, VC-backed
Founded 2012
Employees 51-200
Funding $51-$75 million
Categories
Information Technology & Services Computing Infrastructure Data & Analytics Hosting Services Information Computers Technology
Specialties
backup & restore for salesforce release management tools for salesforce high availability for salesforce org copy for salesforce archiving for salesforce business continuity planning salesforce data sampling for salesforce gdpr data privacy and data compliance
About the Role
The Company is in search of a VP of FP&A to join their finance leadership team. The successful candidate will be a key player in the strategic planning and forecasting processes, leading the annual budgeting, quarterly reforecasts, and multi-year financial planning. This role requires a hands-on leader with a proven track record in high-growth SaaS or technology environments, who can provide forward-looking financial insights and support strategic decision-making. The VP of FP&A will also be responsible for performance management and reporting, acting as a business partner to the executive team, and driving financial initiatives. Strong modeling, data visualization, and business case development skills are essential, as is advanced expertise in Excel and financial systems, particularly NetSuite.
Applicants for the VP of FP&A position at the company should have at least 15 years' of experience in FP&A, investment banking, or strategic finance roles. The role demands an individual with exceptional communication and stakeholder management abilities, who can operate effectively at both the board level and within the details of financial models. The ideal candidate will be a low-ego leader, adept at managing a team and driving operational excellence. Experience in building and updating multi-year financial plans, budgeting, and reforecasting is crucial. The company values a culture of trust, customer centricity, engagement, excellence, continuous innovation, and teamwork, and the role is pivotal in shaping the future of the organization through financial expertise.
Hiring Manager Title COO
Travel Percent Less than 10%
Functions
Finance