Director, Financial Planning & Analysis, Finance

Job Location (Short):
Houston, Texas-USA | Madison, Alabama-USA

Workplace Type:
Hybrid

Business Unit: ALI

The Global Head of Financial Planning & Analysis (FP&A) will lead the company’s global financial planning, forecasting, and performance management activities. This role is for a strategic finance leader who partners closely with executive leadership, Sales, Product Development, Portfolio Strategy, and Customer Success to drive data-driven decision making, optimize growth, and ensure financial discipline in a fast-paced technology company. This role is a direct report to the VP, Global Finance & Operations.

The ideal candidate will bring strong business acumen, software industry background and the ability to translate complex financial data into clear insights that influence strategy and execution. Specific responsibilities include:

• Develop and execute our financial strategy in partnership with the company’s senior leadership, that drives growth and positions the company to achieve its financial goals.
• Partner with sales and sales leadership to influence strategic sales process objectives, pricing, packaging and deal value maximization.
• Lead, coach, and direct the FP&A function, including budgeting and forecasting at the business line and corporate levels, as well as oversee actionable financial reporting to senior leadership and the board of directors to help them understand the company's financial health, performance drivers, and areas of risk.
• Manage, mentor, and develop a high-performing team of FP&A professionals, fostering an inclusive culture focused on supporting the long-term strategy of the company. Work closely with the team to continuously improve the FP&A processes, systems, and tools to increase the accuracy and timeliness of financial reporting and forecasting.
• Provides support to the VP, Global Finance & Operations, CFO, CEO and IR in preparation of board presentations, earnings call material and capital market related material.
• Consolidation of globally matrixed FP&A organization to support a streamlined future state reporting process, taking the structure of Octave reporting to a global level.
• Lead company-wide financial planning cycles, including the long-range financial planning process, annual plan and monthly/quarterly forecasts. Build financial models that incorporate business strategies and market conditions, ensuring the company is financially prepared for future growth and challenges.
• Drive and manage strategic headcount planning in close partnership with Talent Acquisition and People teams, ensuring alignment with business objectives and resource allocation across departments.
• Partner with senior executives and their leadership teams and advise on all financial planning and analysis related activities providing insights and recommendations on how financial decisions affect the overall strategy and financial outcomes.
• Develop and manage budgets to relevant Key Performance Indicators (KPIs) to measure operational efficiency and deliver consistent financial reporting across the organization, these include ARR, Retention, Churn and various high focus KPIs
• Advance the team’s strategy around leveraging technology to streamline and improve forecasting, budgeting, and financial reporting. ERP implementation experience is a plus.
• Work with the Finance and Legal team ensuring financial reporting complies with regulatory requirements, including SEC filings (10-K, 10-Q, 8-K, etc.).
• Identify and evaluate financial risks that could impact the company’s profitability, liquidity, or strategic initiatives. Partner cross-functionally with other departments to develop strategies to mitigate financial risks, such as currency fluctuations, commodity price changes, or geopolitical events.
• Provide strategic & analytical support to M&A activity and other strategic projects as needed.

• 10+ years of progressive finance leadership experience including experience in FP&A, preferably with exposure to enterprise SaaS (technology industry experience preferable but not required)
• Demonstrated experience leading a high-performing FP&A function,…