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.

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.

SVP, Financial Planning & Analysis

Key skills