Individual Financial Consultant provides retirement education and advice for clients. Assisting clients with investment needs and account setup while achieving growth and retention goals.
About the role
- SVP of Financial Planning & Analysis at Datasite overseeing global financial strategy and operations. Lead transformative financial initiatives and deliver strategic insights to executive leadership.
Responsibilities
- Serve as the chief financial strategist to the CEO, CFO, Executive Leadership Team, and Board of Directors
- Shape and refine the long-range financial vision, capital allocation strategy, and investment priorities for the enterprise
- Partner cross-functionally to evaluate global business performance, guide market expansion strategies, and optimize returns on major investments, product initiatives, and M&A activity
- Lead the end-to-end global FP&A function, including multi-year planning, forecasting, portfolio analysis, and performance management across all regions and business lines
- Ensure the integrity, accuracy, and strategic alignment of the P&L, balance sheet, cash flow, operating metrics, and covenant forecasting
- Oversee transformation of financial systems, data architecture, and reporting capabilities
- Deliver clear, compelling analyses and strategic recommendations to the Executive Leadership Team and Board of Directors
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field required
- MBA, CPA, CFA, or equivalent advanced credentials strongly preferred
- 18+ years of progressive Finance experience, including 10+ years leading FP&A or strategic finance at global scale
- Demonstrated success operating at the SVP or top-VP level within a high-growth SaaS or technology-driven organization
- Deep understanding of GAAP, internal controls, revenue recognition (ASC 606), financial modeling, and enterprise-wide forecasting
- Proven leadership of large-scale financial systems strategy and transformation (Adaptive Planning, Workday preferred)
Benefits
- health insurance (medical, dental, vision)
- a retirement savings plan
- paid time off
- other employee benefits
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