VP, Financial Planning and Analysis

Medallia is the pioneer and market leader in Experience Management. Our award-winning SaaS platform, Medallia Experience Cloud, leads the market in the understanding and management of experience for candidates, customers, employees, patients, citizens and residents.

We are more than a software company. We want to be known as a company that does the right thing, no matter the challenge or controversy. We are committed to creating a culture that values every person and every experience. Individual life experiences shape the way we interact with the world, which is why we encourage people to bring their whole selves to work each day.

The strength of our global workforce is the most significant contributor to our success.

We believe:
Every Experience Matters. Talent is Everywhere. All Belong Here.

At Medallia, we hire the whole person.

Medallia's Vice President of Financial Planning & Analysis is accountable for architecting, scaling, and leading the FP&A organization in a fast-growing enterprise cloud company. This position requires a strategically-minded and accomplished finance professional with consistent results in dynamic, high-growth businesses. The ideal candidate will be a hands‑on yet strategic leader who can oversee all aspects of financial planning and analysis to support future growth.

Bringing a strong analytical toolset and proven experience leading the planning and sales productivity activities of a larger complex company is desired.

• Global FP&A Leadership
  :
  Lead the global budgeting, forecasting, and management reporting processes, partnering closely with operational finance teams and business leaders to analyze trends and update forecasts.
• Strategic Planning & Modeling
  :
  Drive the enterprise-wide annual budget process and multi-year long-range planning (LRP) models (bookings, billings, revenue, ARR, gross retention, net retention, and variable/fixed costs).
• Board & Lender Reporting
  :
  Own monthly reporting packages for the Board of Directors and quarterly reporting for Lenders, translating complex financial data into compelling strategic narratives.
• Sales Productivity & GTM Operations
  :
  Oversee global planning, monitoring, and optimization of sales productivity, capacity planning, and data management in partnership with Revenue Operations.
• Cross-Functional Partnership
  :
  Collaborate proactively with Finance, Accounting, IT, Revenue Operations, and Deal Desk teams to streamline processes, improve forecasting accuracy, and evaluate ROI on key investments.
• M&A and Corporate Development
  :
  Provide financial modeling, due diligence, and integration support for strategic inorganic growth opportunities and corporate transactions.
• Team Development
  :
  Build, mentor, and scale a high‑performing global finance team with clear accountabilities and a strong culture of excellence.

• 10+ years of experience leading the FP&A function
• 10+ years of team management experience
• Bachelor’s Degree in Finance or related field
• Experience working in a private equity environment and/or publicly traded company
• Deep Familiarity with Cloud/SaaS business (retention, rep productivity, sales compensation, services utilization, billable rate per hour, etc.)
• Strong analytical and financial modeling abilities and ability to effectively communicate complex findings, both orally and in written/presentation form

• Proven financial executive with a track record of engaging & developing a global team and creating an organization known for excellence and strong team culture
• Proven ability to build and foster relationships with senior executives, department heads, and key influencers as a trusted and objective advisor
• Proven ability to attract,…