SVP, Finance

Role Overview

• Lead current financial process, including monthly reporting to client teams and management, conducted by FP&A team.
• Lead the periodic assessment of risks and opportunities to the current and subsequent quarter forecast.
• Coach and measure team members based upon report accuracy, ability to meet data request deadlines, and forward-thinking nature of their analysis.
• Lead the annual budget and three-year strategic planning process including developing budget templates, coordinating budget reviews long-term planning and corporate budget consolidation.
• Provide key financial leadership for development and consolidation of operating plans.
• Analyze consolidated LOB/client/detail data actual results vs. forecast, plan, and prior year benchmarks.
• Lead the design and periodic review of key performance metrics.
• Ensure that financial reporting is accurate and timely.
• Maintain and continuously improve the company’s financial forecasting model.
• Calculate statistics and other supporting documents relating to covenant compliance.
• Lead the reengineering and change management of the FP&A team in preparation to meet the future needs of the organization.
• Provides finance leadership for mergers and acquisitions.
• Provide additional analysis and financial leadership to leadership as needed, for standard and ad hoc reporting requirements.
• Initiate and lead projects aimed at improving profitability and cash flow.
• Review and analyze actual vs. budget results/variances and provide analytical support to business leaders as requested or required.
• Establish and champion all internal control policies as required.
• Hire, develop, coach, lead and retain top-tier talent, with a focus on building and improving a team and culture that is able to assist in employing best in class practices to support and drive high levels of internal and external customer satisfaction.
• Complete all responsibilities as outlined in the annual performance review and/or goal setting.
• Complete all special projects and other duties as assigned.

Requirements

• Experienced financial professional with a BS/BA degree in Business, Finance, Economics or Engineering.
• MBA Preferred.
• 15+ years of progressive finance leadership experience, including senior-level roles in large, complex organizations.
• Deep expertise in FP&A, financial modeling, performance management, and executive-level reporting.
• Proven ability to influence senior executives and drive enterprise-wide initiatives.
• Demonstrated experience supporting high-growth, data-driven businesses; healthcare, healthcare technology, or analytics experience strongly preferred.
• Experience with Adaptive Insights and NetSuite ERP strongly preferred.
• Track record of supporting M&A, integrations, and large-scale transformations.
• Experience in a public company or PE-backed environment.

Tech Stack

• ERP

Benefits

• Executive oversight of all components of enterprise-wide financial planning and analysis, including revenue, profitability, operating expenses, and headcount/resources.
• Responsible for corporate financial planning, revenue analysis, forecasting, and business support.
• Responsible for monthly and quarterly closing analytics and reporting.
• Liaison with SVP Corporate Controller, business leads and other CFO direct reports.
• Lead Financial VPs and their teams, at both onshore and offshore locations.
• This role is critical to ensuring financial excellence, strategic agility, and sustainable growth.