Datasite

SVP, Financial Planning & Analysis

Datasite

full-time

Posted on:

Location Type: Hybrid

Location: New York City • Minnesota • New York • United States

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Salary

💰 $201,000 - $361,000 per year

Job Level

Lead

About the role

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial planning and analysiscapital allocation strategyinvestment prioritiesportfolio analysisperformance managementfinancial modelingenterprise-wide forecastingGAAPrevenue recognitioninternal controls
Soft Skills
leadershipmentoringstrategic thinkinganalytical skillscommunicationcollaborationdecision makingorganizational skillsproblem solvingpresentation skills
Certifications
MBACPACFA