Description

This position will be play a key position in strategic GHX initiatives and have a high level of exposure to senior leadership including the CFO, CEO, CRO and Board members. 

In partnership with the CFO, lead the company’s financial planning function with an emphasis on performance improvement, providing quality management information, and furthering the development of systems, processes, and metrics. This role will perform under an accelerated learning curve to support the company’s financial analysis function with an emphasis on performance improvement and providing relevant and timely external analysis.

Responsibilities

• Lead the financial budgeting and forecast processes. Consolidate and analyze the annual budget and quarterly forecasts
• Maintain a dynamic five-year forecasting process.
• Demonstrate a deep understanding of the Company’s business, including its risks and opportunities in its competitive environment
• Develop in-depth financial analysis for trends in revenues, costs, margins, pricing and profitability across the company’s businesses
• Develop and implement management dashboards, reporting and presentations to the Executive team, Board of Directors, Lenders and Private Equity Partners
• Direct the development and implementation of FP&A processes and systems to support requirements of corporate, business units and functions and international expansion.
• Build strong relationships across functions within the company and maintain an open flow of communication, to build a deep knowledge of current events in the business
• Become trusted advisor to help other groups manage and scale their businesses
• Analyze cash flow, cost control and expenses, as well as collaborate with the various business and functional leaders to recommend improvements
• Perform economic and industry analyses to identify and recommend response strategies to trends impacting the business
• Research and investigate financial and operational performance variance issues and assist business leaders in taking appropriate corrective actions
• Support the production of detailed, bottom-up budgets and forecasts to support short-term and long-term strategic planning
• Work directly with the various business and functional leaders to educate and support them in developing their strategic plans, budgets, and forecasts
• Assist with M&A opportunities by performing due diligence, scenario analysis, testing assumptions and analyzing cost synergies and efficiencies
• Develop financial modelling and analysis including business cases and NPV analysis to support investment decision making

Knowledge and Skills

• Solid technology and software related business acumen, including working knowledge and experience with revenue recognition, renewals, run rates, costs and forecasting
• Process mapping with an eye toward simplification and streamlining
• Analytical thinking and problem-solving skills, with acute attention to detail, accuracy and accountability balanced with sound business judgment
• Ability to multi-task, work under pressure and meet deadlines
• A high sense of urgency and ability to prioritize
• Ability to adapt and thrive with change and deal with complexity
• High emotional intelligence and ability to work under tight deadlines including in-depth and complex requests for information
• Trusted liaison to and builds relationships with executive management and board members
• Willingness to roll-up-sleeves and work in the trenches while teaching those around you
• Comfort and integrity delivering positive and negative information to Executives
• Ability to zoom in and out of data; technically proficient and willing to get into the details while maintaining command of the big picture
• This role has heavy C-Suite exposure and regularly requires time outside of a standard 40 hour work week

Required Experience

• Relevant BA/BS degree required, ideally in finance or accounting, MBA preferred
• Ten plus years of relevant finance experience in a fast paced and high-tech environment
• Minimum of 5 years of managerial experience including progressive responsibility
• Experience forecasting P&L, Balance Sheet, and Cash Flow across an entire company
• An exceptional overall leader who is focused, energetic and inspires confidence in employees and management
• Demonstrated ability to step-in and take ownership in a fast paced, results-oriented environment
• Strong track record of building and managing a high performing team
• A strong track record of regular and ad hoc reporting and financial analysis, preferably in a high growth, private equity organization with FP&A experience involving acquisitions and/or M&A processes
• Experience building scalable financial planning, analysis and reporting models and processes to facilitate company growth
• Experience and ability to model and synthesize complex financial analysis, operational, and KPI data into concise presentations and decision framework on request
• Capability to build well designed, persuasive and complex board level financial presentations
• Strong working knowledge of ERP systems and databases
• Proficient in MS Office Suite; highly proficient in Excel and PowerPoint

Preferred Experience

• International experience a plus
• Software/SaaS industry experience desired
• Experience with Salesforce, Apttus or cash-to-quote systems preferred
• History excelling in a private equity ownership situation