Description
SVP, Financial Planning & Analysis
Location: Remote, USA
Employment Type: Full-Time
Benefits Offered: Vision, Medical, Life, Dental, 401K
Gross annual base salary: USD $264,000.00 - $342,500.00
Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.
Summary
The Senior Vice President, Financial Planning & Analysis (FP&A) serves as a key strategic partner to the CFO, Executive Leadership Team, and Board of Directors, leading the Company's global financial planning, performance management, forecasting, and reporting functions.
This executive will play a critical leadership role in helping OneStream scale into a $2B+ revenue enterprise through disciplined planning, forecasting, resource allocation, operational rigor, and execution against value creation priorities, while serving as a strategic partner to the Company's growth functions.
The SVP, FP&A will be responsible for building and developing a world-class FP&A organization, advancing enterprise planning and reporting capabilities, and ensuring the Company maintains best-in-class financial insight, forecasting accuracy, and operational discipline. This leader will partner closely with Revenue, Customer Success, Product, Marketing, Services, and Operations leadership to accelerate growth, improve business performance, and maximize enterprise value creation.
As OneStream's Finance team evolves into "Customer Zero," this executive will champion adoption of OneStream's own platform across Finance processes, helping shape leading practices while leveraging the Company's solutions to improve planning, forecasting, reporting, and decision support capabilities.
Success in this role requires a hands-on leader who thrives in a fast-paced, high-growth software environment and can effectively balance strategic thinking with operational execution while influencing stakeholders across the organization.
Primary Duties and Responsibilities
Organizational Leadership
Lead, assess, and develop a world-class global FP&A organization spanning corporate FP&A, business partnering, forecasting, reporting, analytics, and enterprise performance management functions, building the capabilities required to support the Company's next stage of growth and scale.
Assess organizational capabilities and identify opportunities to strengthen talent, processes, and operating effectiveness.
Foster a culture of accountability, continuous improvement, and strong business partnership.
Serve as a trusted advisor to executive leadership by providing actionable financial insights and recommendations that support strategic decision making.
Partner with business leaders to establish financial targets, monitor performance, and drive accountability for results.
Provide financial support and strategic analysis for major business initiatives, investments, and organizational decisions.
Lead Board, Executive Leadership Team, ownership, and lender-facing financial analyses and presentations, providing insights regarding business performance, risks, and strategic opportunities.
Partner closely with Accounting to ensure alignment between external reporting, forecasting, long-range planning, and performance management activities.
Lead enterprise performance management processes, including forecasting, variance analysis, KPI monitoring, competitive benchmarking, and executive reporting to ensure timely and actionable business insights.
Oversee liquidity management, working capital planning, capital allocation, and investment analysis to support the Company's growth and value creation objectives.
Lead the Company's annual operating plan, rolling forecasts, long-range planning, and scenario modeling processes to ensure alignment with strategic growth objectives, resource allocation priorities, and changing market conditions.
Partner closely with Revenue Operations, Sales, Marketing, Customer Success, Product, and Services leadership to optimize growth investments, improve operating performance, and drive attainment of enterprise growth objectives.
Drive enterprise-wide evaluation of growth opportunities through rigorous financial analysis of pricing, retention, customer acquisition, expansion, product investments, and operational efficiency initiatives.
Provide financial leadership and strategic guidance in support of the Company's path toward becoming a multi-billion-dollar revenue business.
Transformation & Operational Excellence
Lead the ongoing transformation of FP&A systems, processes, data governance, and reporting capabilities to improve efficiency, scalability, self-service analytics, and business insight generation.
Drive adoption and optimization of financial planning and reporting technologies.
Partner cross-functionally to improve data quality, governance, automation, and reporting consistency.
Establish scalable financial processes capable of supporting the Company's continued growth.
Drive optimization and adoption of enterprise planning, reporting, and analytics platforms, including Adaptive Planning and related technologies.
Partner with Revenue Operations, Customer Success, Product, and Services leadership to drive operational performance improvement and value creation initiatives across the business.
Lead the modernization of the Finance function through AI, automation, and advanced analytics, driving measurable improvements in forecasting accuracy, decision velocity, operating efficiency, and scalability.
Drive adoption of AI-enabled planning, reporting, and decision-support capabilities across the Finance organization and broader business.
Champion Finance's role as OneStream's "Customer Zero," leveraging the Company's platform to establish leading practices in enterprise planning, forecasting, reporting, analytics, and enterprise performance management.
Lead the continuous... For full info follow application link.
