SVP, Financial Planning & Analysis

Datasite and its associated businesses are the global center for facilitating economic value creation for companies across the globe. From data rooms to AI deal sourcing

and more. Here you’ll find the finest technological pioneers: Datasite, Blueflame AI, Grata, and Sherpany. They all, collectively, define the future for business growth.

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Job Description:

We are looking for a SVP, Financial Planning & Analysis who is a seasoned finance leader with a strong analytical foundation and a proven track record of leading high‑performing teams. You thrive in dynamic environments, bring thought leadership to complex business challenges, and communicate with clarity and conviction. You have the executive presence to influence at the highest levels, the curiosity to challenge conventional thinking, and the ability to operate within an evolving SaaS and M&A ecosystem.

You view Finance as a driver of enterprise value—not just a reporting function. You build strong cross‑functional partnerships, translate data into strategy, and lead transformative change with confidence and diplomacy.

This is a hybrid position working in our NYC office on average 3 days per week.

Duties and Responsibilities

Enterprise Strategy & Executive Partnership

• 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.

• Partner cross‑functionally to evaluate global business performance, guide market expansion strategies, and optimize returns on major investments, product initiatives, and M&A activity.

• Act as a key voice in enterprise‑level decision making, providing scenario‑based insights that influence strategic direction.

Global Financial Planning, Forecasting & Governance

• 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.

• Ensure the integrity, accuracy, and strategic alignment of the P&L, balance sheet, cash flow, operating metrics, and covenant forecasting.

• Implement governance frameworks that drive financial discipline, predictability, and accountability across the enterprise.

• Oversee corporate‑wide planning calendars, investment reviews, and financial operating mechanisms.

Enterprise Performance, Transformation & Operational Excellence

• Oversee transformation of financial systems, data architecture, and reporting capabilities—including Adaptive Planning, Workday Financials, and analytics platforms.

• Drive automation, process redesign, and digital modernization to enable scalable, real‑time insights and operational efficiency.

• Lead enterprise‑level initiatives to improve forecasting accuracy, optimize resource allocation, and strengthen operational rigor.

• Champion a culture of continuous improvement, elevating financial literacy and partnership across the global organization.

Leadership of the Global FP&A Organization

• Lead, mentor, and develop a world‑class global FP&A organization that supports Datasite’s growth, complexity, and expanding product portfolio.

• Build organizational capabilities and succession pipelines for future finance leaders.

• Establish standards for financial modeling, reporting quality, and strategic analysis across global teams.

• Foster a culture of collaboration, excellence, accountability, and strategic business partnership.

Executive Reporting, Storytelling & Stakeholder Communication

• Deliver clear, compelling analyses and strategic recommendations to the Executive Leadership Team and Board of Directors.

• Translate complex data into actionable insights and strategic narratives that drive enterprise decision‑making.

• Provide timely reporting on KPIs, risks, opportunities, and financial outlook to internal and external stakeholders.

• Lead quarterly enterprise financial briefing materials and executive narratives.

Qualifications

• Exceptional executive communication—clear, decisive, strategic, and influential.

• Distinguished ability to connect finance, strategy, technology, and operations.

• Proven success leading through ambiguity, scaling global teams, and driving transformational change.

• High intellectual curiosity and an enterprise mindset with a focus on long‑term value.

• Superior judgment, prioritization, and decision‑making ability.

Education

• Bachelor’s degree in Finance, Accounting, Economics, or related field required.

• MBA, CPA, CFA, or equivalent advanced credentials strongly preferred.

Experience

• 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.

The base salary range represents the estimated low and high end for this position based on a good faith assessment of the role and market data at the time of posting. Consistent with applicable law, each candidate’s compensation offer may vary and will be determined based on but not limited to, your geographic region, skills, qualifications, and experience along with the requirements of the position. This position may be eligible for bonuses, commissions, or overtime if applicable. Benefits include health insurance (medical, dental, vision), a retirement savings plan, paid time off, and other employee benefits. Specific details will be provided during the interview process. Datasite reserves the right to modify this pay range at any time.

Our company is committed to fostering a diverse and inclusive workforce where all individuals are respected and valued. We are an equal opportunity employer and make all employment decisions without regard to race, color, religion, sex, gender identity, sexual orientation, age, national origin, disability, protected veteran status, or any other protected characteristic. We encourage applications from candidates of all backgrounds and are dedicated to building teams that reflect the diversity of our communities.