Senior Director, Financial Planning & Analysis

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At Optimizely, we're on a mission to help people unlock their digital potential. We do that by reinventing how marketing and product teams work to create and optimize digital experiences across all channels. With Optimizely One, our industry-first operating system for marketers, we offer teams flexibility and choice to build their stack their way with our fully SaaS, fully decoupled, and highly composable solution.

We are proud to help more than 10,000 businesses, including H&M, Pay Pal, Zoom, and Toyota, enrich their customer lifetime value, increase revenue and grow their brands. Our innovation and excellence have earned us numerous recognitions as a leader by industry analysts such as Gartner, Forrester, and IDC, reinforcing our role as a trailblazer in Mar Tech.

At our core, we believe work is about more than just numbers -- it's about the people. Our culture is dynamic and constantly evolving, shaped by every employee, their actions and their stories. With over 1500 Optimizers spread across 12 global locations, our diverse team embodies the "One Optimizely" spirit, emphasizing collaboration and continuous improvement, while fostering a culture where every voice is heard and valued.

Join us and become part of a company that's empowering people to unlock their digital potential!

To get a sneak peek into our culture, find us on Instagram: @optimizely

The Senior Director of FP&A is a critical finance leadership role at Optimizely, responsible for shaping the company's financial narrative and driving the planning infrastructure that connects strategy to execution. This role owns the full-cycle financial planning process — budgeting, forecasting, and reporting — and partners directly with the executive team to inform decision-making at the highest level.

You’ll lead a team of four Finance Business Partners (each embedded across key business units) and three Senior Financial Analysts, building a high-performing, data-led function. You’ll also play a key role in Optimizely's exit readiness program and the AI transformation of the FP&A function.

Financial planning and forecasting

• Own the annual budgeting and forecasting process across all functions, ensuring alignment with company strategy and executive direction.
• Manage and continuously optimize the financial forecasting structure within Adaptive, including model architecture, driver logic, and planning workflows.
• Enforce the monthly close calendar, partnering with Accounting to ensure timely and accurate reporting.
• Lead monthly financial updates to the CFO, delivering clear, concise performance narratives with actionable insights.
• Own consolidated financial statement reporting across the Income Statement, Balance Sheet, and Cash Flow Statement.
• Ensure all reporting is accurate, audit-ready, and aligned to management accounts standards.
• Prepare quarterly financial reviews for the Board of Directors, translating complex financial data into clear executive-level storytelling.

Business partnering and cross-functional leadership

• Lead four Finance Business Partners, each aligned to a distinct business unit, providing coaching, workload management, and strategic direction.
• Collaborate closely with the executive team on financial planning decisions, investment trade-offs, and performance course-corrections.
• Manage the company's investment request process — evaluating, prioritizing, and tracking all significant capital and expense proposals.
• Support all operational efficiency initiatives, providing financial modeling and scenario analysis to guide decisions.

Exit readiness and strategic support

• Support the company's exit readiness program, ensuring financial processes, controls, and documentation meet the standards required for a future transaction.
• Provide ad hoc financial analysis and modeling to support strategic initiatives, M&A diligence, and board-level requests.

AI transformation and innovation

• Lead the AI transformation of the FP&A function, identifying, piloting, and scaling AI-powered tools and workflows across planning, reporting, and analysis.
• Drive the team toward…