Senior Financial Planner identifying and providing complex financial solutions for clients at BDO. Collaborating with professionals to assist clients in achieving their financial goals while managing various financial planning tasks.
About the role
- SVP of Financial Planning & Analysis at Datasite overseeing global financial strategy and operations. Lead transformative financial initiatives and deliver strategic insights to executive leadership.
Responsibilities
- 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
- 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
- Oversee transformation of financial systems, data architecture, and reporting capabilities
- Deliver clear, compelling analyses and strategic recommendations to the Executive Leadership Team and Board of Directors
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field required
- MBA, CPA, CFA, or equivalent advanced credentials strongly preferred
- 18+ years of progressive Finance experience, including 10+ years leading FP&A or strategic finance at global scale
- Demonstrated success operating at the SVP or top-VP level within a high-growth SaaS or technology-driven organization
- Deep understanding of GAAP, internal controls, revenue recognition (ASC 606), financial modeling, and enterprise-wide forecasting
- Proven leadership of large-scale financial systems strategy and transformation (Adaptive Planning, Workday preferred)
Benefits
- health insurance (medical, dental, vision)
- a retirement savings plan
- paid time off
- other employee benefits
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Financial Planner handling client wealth management and financial planning needs. Process data and provide advice for investments, taxes, and retirement planning in a people - first firm.
Trainee Business and Finance Officer supporting schools and Multi Academy Trusts with budget monitoring. Communication and maintaining relationships within the Cumberland area are key aspects of the role.
Director of Finance Partnering supporting strategic financial leadership for Geisinger Health. Involves forecasting, operational reviews, and financial compliance across Entities and Institutes.
Regional Director of Planning & Investments driving financial planning engagement and managing KPC financial planning practice priorities. Serving as a solutions consultant and liaison for advisors with client education.
Finance & Accounting Manager responsible for accounting for Rocket Partners Philippines and US. Managing month - end closes, regulatory compliance, and financial reporting.
Knowledge & Innovation Lawyer for Debt Finance at Goodwin. Collaborating with leaders to support legal content and know - how for U.S. practitioners.
Senior Finance Accountant at Erie Insurance responsible for analyzing and reporting complex financial activities. Acts as subject matter expert on statutory and GAAP accounting practices.
Responsible Administrative and Financial position supporting Pix's mission to improve digital skills for citizens. Oversee budgeting, team coordination, and administrative operations in a hybrid work environment.
Finance Team Lead in Malta driving accurate reporting and team development while supporting strategic growth. Overseeing day - to - day accounting operations and mentoring a team of accountants.