Aspiring Financial Adviser supporting clients in achieving lifetime financial goals. Identifying needs, providing advice, and implementing financial plans with Old Mutual.
About the role
- SVP of Financial Planning & Analysis driving financial strategies and performance at Datasite. Leading global finance functions and shaping enterprise investment priorities with executive teams.
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
- 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.
- Oversee transformation of financial systems, data architecture, and reporting capabilities—including Adaptive Planning, Workday Financials, and analytics platforms
- Lead, mentor, and develop a world-class global FP&A organization that supports Datasite’s growth, complexity, and expanding product portfolio
- 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)
- Experience informing Board-level decision making and supporting investor-facing financial narratives
- Background in regulated environments (GDPR, HIPAA, SOX) is a plus.
Benefits
- health insurance (medical, dental, vision)
- retirement savings plan
- paid time off
- other employee benefits
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Aspiring Financial Adviser at Old Mutual guiding customers to meet financial needs. Engaging in sound financial planning and providing tailored financial solutions.
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