SVP, Financial Planning & Analysis

Overview

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing, and more. Here you’ll find the finest technological pioneers:
Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth. Apply for one position or as many as you like. Talent doesn’t always just go in one direction or fit in a single box. We’re happy to see whatever your superpower is and find the best place for it to flourish. Get started now, we look forward to meeting you.

Job Description

We are looking for a SVP, Financial Planning & Analysis who is a seasoned finance leader with a strong analytical foundation and a proven track record of leading high‑performing teams. You thrive in dynamic environments, bring thought leadership to complex business challenges, and communicate with clarity and conviction. You have the executive presence to influence at the highest levels, the curiosity to challenge conventional thinking, and the ability to operate within an evolving SaaS and M&A ecosystem.

You view Finance as a driver of enterprise value—not just a reporting function. You build strong cross‑functional partnerships, translate data into strategy, and lead transformative change with confidence and diplomacy.

• 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.
• Act as a key voice in enterprise‑level decision making, providing scenario‑based insights that influence strategic direction.

• 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.
• Implement governance frameworks that drive financial discipline, predictability, and accountability across the enterprise.
• Oversee corporate‑wide planning calendars, investment reviews, and financial operating mechanisms.

• Oversee transformation of financial systems, data architecture, and reporting capabilities—including Adaptive Planning, Workday Financials, and analytics platforms.
• Drive automation, process redesign, and digital modernization to enable scalable, real‑time insights and operational efficiency.
• Lead enterprise‑level initiatives to improve forecasting accuracy, optimize resource allocation, and strengthen operational rigor.
• Champion a culture of continuous improvement, elevating financial literacy and partnership across the global organization.

• Lead, mentor, and develop a world‑class global FP&A organization that supports Datasite’s growth, complexity, and expanding product portfolio.
• Build organizational capabilities and succession pipelines for future finance leaders.
• Establish standards for financial modeling, reporting quality, and strategic analysis across global teams.
• Foster a culture of collaboration, excellence, accountability, and strategic business partnership.

• Deliver clear, compelling analyses and strategic recommendations to the Executive Leadership Team and Board of Directors.
• Translate complex data into actionable insights and strategic narratives that drive enterprise decision‑making.
• Provide timely reporting on KPIs, risks, opportunities, and financial outlook to internal and external stakeholders.
• Lead quarterly enterprise financial briefing materials and executive narratives.

• Exceptional executive communication—clear, decisive, strategic, and…