SVP, FP&A

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OneStream Software

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

🏢 Enterprise

💰 Series B on 2021-04

Software • Finance • Enterprise

OneStream Software is a financial software solutions provider that specializes in streamlining financial consolidation, reporting, and planning processes for businesses. Their platform is designed to enhance organizational efficiency by integrating various financial functions into a single, easily manageable system, thereby enabling businesses to make informed decisions based on real-time financial data.

📋 Description

• 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)