Director, Financial Planning & Analysis; FP&A)(NYC
Listed on 2026-06-21
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Finance & Banking
Financial Manager, Corporate Finance, Financial Consultant, CFO -
Management
Financial Manager, CFO
Location: New York
Location
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This is a hybrid remote/in-office role.
Medidata follows a hybrid office policy in which employees who are hired for an in-person position are expected to work on site a certain number of days per week following Company policy.
About the TeamWe are seeking a highly strategic and influential Director of Financial Planning & Analysis (FP&A) to lead a critical function within our finance organization. Reporting to the VP of FP&A, this executive-level role will be responsible for shaping the company's financial strategy, providing insightful financial leadership to senior and executive management, and building and developing a high-performing FP&A team. The ideal candidate will possess exceptional analytical and strategic thinking capabilities, a deep understanding of the SaaS and/or life sciences industry, outstanding communication and executive presence, and a proven track record of driving significant business impact through financial planning and analysis.
You will be a key partner to business unit leaders, influencing strategic decisions, optimizing resource allocation, and contributing directly to the achievement of the company's long-term financial goals.
- Provide strategic financial leadership and direction to the FP&A function, aligning financial planning with the overall business strategy and objectives.
- Build, lead, mentor, and develop a high-performing team of FP&A managers and analysts, fostering a culture of excellence, collaboration, and continuous growth.
- Oversee the development and execution of the company's annual budget, quarterly forecasts, and long-range strategic plans, ensuring robust financial models and insightful scenario analysis.
- Present comprehensive financial performance updates, strategic insights, and recommendations to the executive leadership team.
- Serve as a trusted financial advisor and strategic business partner to executive leadership across various business units, providing critical financial guidance and influencing strategic decision-making on key business initiatives.
- Drive the development and monitoring of key performance indicators (KPIs) across the organization, working collaboratively with business leaders to establish targets, track performance, and drive accountability.
- Lead the development of sophisticated financial models to evaluate strategic investments, mergers and acquisitions, capital allocation decisions, and other significant financial initiatives.
- Identify and proactively analyze emerging business trends, risks, and opportunities, and translate these insights into actionable financial strategies and recommendations.
- Drive continuous improvement in FP&A processes, systems, and reporting capabilities to enhance efficiency, accuracy, and scalability.
- Collaborate closely with Accounting, Treasury, and other finance functions to ensure alignment and effective financial management across the organization.
- Lead and sponsor strategic financial projects and initiatives that support the company's growth and profitability objectives.
- Play a significant role in the development of investor relations materials, earnings call scripts, and communications with the investment community (as applicable).
- Contribute to the development and implementation of company-wide financial policies and procedures.
- Stay at the forefront of industry trends, macroeconomic factors, and best practices in financial planning and analysis, and proactively share knowledge and insights across the organization.
- Participate actively in strategic planning discussions at the executive level, providing critical financial perspectives and insights to shape the company's long-term direction.
- Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is required.
- Minimum of 15 years of progressive experience in financial planning and analysis, with significant leadership experience managing and developing teams of managers and analysts.
- Proven track record of providing strategic financial leadership and influencing executive-level decision-making.
- Deep understanding of GAAP and financial accounting principles, with…
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