Chief Financial Planning Strategist
6 days ago
Role Summary:
We are seeking a highly skilled Chief Financial Planning Strategist to join our team at Icertis. The ideal candidate will have a strong background in financial planning and analysis, with expertise in IT product industries.
Key Responsibilities:
- Develop public-company-ready P&L forecasting models to drive predictability in our rapidly growing business.
- Perform complex financial modeling to support multi-year planning, revenue, expense, and investment ROI analysis.
- Collaborate with operational teams to ensure accurate reporting and well-controlled expense management.
- Deliver timely revenue, expense, and resource insights, as well as key driver analysis.
- Identify opportunities for higher return on investment and cost savings.
- Partner with functional teams to tie expenses to operational objectives and drive continuous improvement in financial and operational performance.
- Provide analytical support for accurate financial reporting and high-quality public-company ready accounting close.
- Deliver board and exec level reporting and insight.
- Maintain strong communication and stakeholder management skills.
Requirements:
- Degree in finance, accounting, or related field; CFA/CA and/or MBA preferred.
- 12+ years of experience as a financial analyst in an IT product industry.
- Strong understanding of US GAAP, including ASC 606/842.
- Ability to work with business partners to deliver results.
- Demonstrated ability to build and manage financial models for business forecasting, variance analysis, and problem solving.
- Advanced experience building financial models in Excel.
- Preferred software experience includes NetSuite, Salesforce, and financial planning tools.
About Icertis:
Icertis is a leading provider of contract intelligence solutions, trusted by the world's most iconic brands and disruptive innovators. Our mission is to empower businesses to fully realize the intent of their contracts, driving strategic advantage and growth.
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