Transformation Director
Bionic
Tableau
Director, Strategic Finance and M&A
Veeam Software
full-time
Posted on:
Origin: • 🇺🇸 United States • California
Visit company websiteJob Level
Lead
Tech Stack
Tableau
About the role
- Lead the development and oversee management of the multi-year strategic long-range plan – ensure alignment with company strategy, monitor progress against key metrics, and drive follow-ups to completion with critical stakeholders.
- Conduct regular reviews of business performance and strategic alignment – track and analyze key business and financial KPIs, uncover trends, assess business risks and opportunities, and collaborate with key stakeholders to develop new processes and investment decision-making frameworks.
- Evaluate and support potential M&A, strategic transformations, and capital markets transactions from both qualitative and quantitative perspectives – drive business and financial diligence efforts, evaluate synergy opportunities and risks, perform detailed financial modeling and valuation analyses, distill complex findings into clear and compelling business cases, and manage post-acquisition performance tracking.
- Provide data-driven insights to facilitate decision-making and influence strategy through financial model building, reporting, process design, and dashboard development. Partner across FP&A to enhance financial models, build valuation frameworks, and drive scenario analyses to guide decision-making.
- Collaborate effectively and influence the executive team, functional leaders, and finance leadership to support critical strategic, financial, and operational decisions. Build strong cross-functional partnerships to drive alignment and execution on key initiatives.
- Provide mentorship, guidance, and subject matter expertise to FP&A team members and cross-functional partners, fostering a culture of analytical rigor, continuous learning, and strategic thinking.
Requirements
- 12-15+ years of progressive experience in FP&A, corporate finance, and/or strategic finance inside a company
- Background in private equity, investment banking, or management consulting is a plus
- Deep understanding of enterprise SaaS business models, metrics, and key drivers of growth and profitability
- Strong background in M&A required, from deal assessment and due diligence through post-deal integration and performance management
- Expertise in financial modeling, valuation frameworks, and translating data into strategic insights
- Comfortable working across functions and influencing outcomes in fast-paced, high-growth environments
- Excellent communication, interpersonal, and presentation skills, with the ability to influence and collaborate with senior leadership
- Strong analytical and problem-solving skills, with a data-driven approach to decision-making
- Familiarity with financial systems such as Hyperion, Netsuite, Tableau, and Salesforce
- Bachelor’s degree required; MBA or relevant advanced degree is a plus
