Director, FP&A

January 23

Icertis

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The contract intelligence company that pushes the boundaries of what’s possible with contract lifecycle management.

Enterprise Contract Management • Contract Compliance • Contract Lifecycle Management • Contract Analytics • Contract Management Software

1001 - 5000

💰 $75M Convertible Note on 2022-10

Description

• Formulate a robust 360-degree financial picture of the business – complete with market insights and operational drivers. • Develop and maintain the 3-year Strategic Planning Model and forecast. • Deliver Global P&L and cash flow forecasts. • Drive Annual Planning Process – work cross functionally to build and maintain the Annual Financial Plan and Departmental Budgets. • Build and deliver Business Performance Reporting/Operating dashboards. • Perform strategic business analysis as needed (M&A, Geo Expansion). • Prepare financial analyses as needed to help drive improvements in the business. • Partner with Controller to enhance and accelerate the financial reporting process. • Identifies and implements system and process improvements to increase the efficiency and effectiveness of planning and reporting workflows. • Prepare communications to Board of Directors. • Drive investor presentations and supporting analysis. • Develop a deep understanding of the business metrics with an eye towards understanding the benefits and risks from a financial perspective and helping to manage key business drivers and desired outcomes. • Play a key role in preparation of critical public financial documents to support the IPO process, including working with bankers and supporting the production of investor materials and SEC filings (e.g. S-1).

Requirements

• 12+ years of experience of working in direct strategic analysis support of all aspects of the business at all areas of the P&L. • MBA/CPA or equivalent experience preferred. • Demonstrated complex modeling experience (this is a hands-on role and managers are expected to directly contribute and lead by example). • Highly analytical, detail-oriented with a commitment to creating a high-quality product. • Naturally inquisitive and able to extract information from various sources to identify and understand the underlying issue. • Not afraid to question results. • Prior success working in a fast-paced, entrepreneurial environment; takes initiative and works independently. • Working knowledge of accounting principles required including revenue recognition, amortization, and accrual vs. cash accounting. • Must have a general understanding of financial statements. • Must have exceptional written, visual, and spoken communication skills. • Experience in preparing and delivering executive, board and investor level communications. • IPO experience is a plus. • Must have advanced Excel, Netsuite and Powerpoint skills. • Experience implementing financial analysis and planning tools required.

Benefits

• Equity (RSUs) and shared ownership in the company • Flexible work environment • Paid maternity and paternity leave • 7 Days for Humanity – 7 paid volunteer days • Generous holidays including the 4th of July week off – paid • Free professional and leadership coaching • Annual personal development allowance