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SVP, Financial Planning & Analysis

Location: Remote, USA

Employment Type: Full-Time

Benefits Offered: Vision, Medical, Life, Dental, 401K

Gross annual base salary: USD $264,000.00 - $342,500.00

Additional variable compensation and benefits may apply. Total compensation is based on experience, skills, and location using objective, job-related criteria.

Summary

The Senior Vice President, Financial Planning & Analysis (FP&A) serves as a key strategic partner to the CFO, Executive Leadership Team, and Board of Directors, leading the Company's global financial planning, performance management, forecasting, and reporting functions.

This executive will play a critical leadership role in helping OneStream scale into a $2B+ revenue enterprise through disciplined planning, forecasting, resource allocation, operational rigor, and execution against value creation priorities, while serving as a strategic partner to the Company's growth functions.

The SVP, FP&A will be responsible for building and developing a world-class FP&A organization, advancing enterprise planning and reporting capabilities, and ensuring the Company maintains best-in-class financial insight, forecasting accuracy, and operational discipline. This leader will partner closely with Revenue, Customer Success, Product, Marketing, Services, and Operations leadership to accelerate growth, improve business performance, and maximize enterprise value creation.

As OneStream's Finance team evolves into "Customer Zero," this executive will champion adoption of OneStream's own platform across Finance processes, helping shape leading practices while leveraging the Company's solutions to improve planning, forecasting, reporting, and decision support capabilities.

Success in this role requires a hands-on leader who thrives in a fast-paced, high-growth software environment and can effectively balance strategic thinking with operational execution while influencing stakeholders across the organization.

Primary Duties and Responsibilities

Organizational Leadership

• Lead, assess, and develop a world-class global FP&A organization spanning corporate FP&A, business partnering, forecasting, reporting, analytics, and enterprise performance management functions, building the capabilities required to support the Company's next stage of growth and scale.
• Assess organizational capabilities and identify opportunities to strengthen talent, processes, and operating effectiveness.
• Foster a culture of accountability, continuous improvement, and strong business partnership.
• Serve as a trusted advisor to executive leadership by providing actionable financial insights and recommendations that support strategic decision making.
• Partner with business leaders to establish financial targets, monitor performance, and drive accountability for results.
• Provide financial support and strategic analysis for major business initiatives, investments, and organizational decisions.
• Lead Board, Executive Leadership Team, ownership, and lender-facing financial analyses and presentations, providing insights regarding business performance, risks, and strategic opportunities.
• Partner closely with Accounting to ensure alignment between external reporting, forecasting, long-range planning, and performance management activities.
• Lead enterprise performance management processes, including forecasting, variance analysis, KPI monitoring, competitive benchmarking, and executive reporting to ensure timely and actionable business insights.
• Oversee liquidity management, working capital planning, capital allocation, and investment analysis to support the Company's growth and value creation objectives.
• Lead the Company's annual operating plan, rolling forecasts, long-range planning, and scenario modeling processes to ensure alignment with strategic growth objectives, resource allocation priorities, and changing market conditions.
• Partner closely with Revenue Operations, Sales, Marketing, Customer Success, Product, and Services leadership to optimize growth investments, improve operating performance, and drive attainment of enterprise growth objectives.
• Drive enterprise-wide evaluation of growth opportunities through rigorous financial analysis of pricing, retention, customer acquisition, expansion, product investments, and operational efficiency initiatives.
• Provide financial leadership and strategic guidance in support of the Company's path toward becoming a multi-billion-dollar revenue business.

Transformation & Operational Excellence

• Lead the ongoing transformation of FP&A systems, processes, data governance, and reporting capabilities to improve efficiency, scalability, self-service analytics, and business insight generation.
• Drive adoption and optimization of financial planning and reporting technologies.
• Partner cross-functionally to improve data quality, governance, automation, and reporting consistency.
• Establish scalable financial processes capable of supporting the Company's continued growth.
• Drive optimization and adoption of enterprise planning, reporting, and analytics platforms, including Adaptive Planning and related technologies.
• Partner with Revenue Operations, Customer Success, Product, and Services leadership to drive operational performance improvement and value creation initiatives across the business.
• Lead the modernization of the Finance function through AI, automation, and advanced analytics, driving measurable improvements in forecasting accuracy, decision velocity, operating efficiency, and scalability.
• Drive adoption of AI-enabled planning, reporting, and decision-support capabilities across the Finance organization and broader business.
• Champion Finance's role as OneStream's "Customer Zero," leveraging the Company's platform to establish leading practices in enterprise planning, forecasting, reporting, analytics, and enterprise performance management.
• Lead the continuous evolution of rolling forecast capabilities to improve agility, resource allocation, and performance management.

Reporting & Analytics

• Own enterprise performance management reporting, dashboards, and executive analytics.
• Develop and enhance reporting capabilities that provide business leaders with timely, accurate, and actionable insights.
• Establish self-service reporting capabilities that improve organizational decision making.
• Drive continuous improvement in forecasting accuracy and performance visibility.
• Own enterprise ARR reporting, customer analytics, recurring revenue performance measurement, and executive dashboarding capabilities.
• Build and evolve forecasting and performance management models that support ownership reporting, value creation initiatives, strategic planning, and operational accountability.

Value Creation, Strategic Investments & Enterprise Performance

• Evaluate strategic investments, growth initiatives, operating improvements, business transformation opportunities, and capital allocation decisions through rigorous financial analysis, business case development, and ROI assessment.
• Partner with executive leadership and ownership stakeholders to identify, prioritize, and execute enterprise value creation initiatives that support profitable growth and long-term shareholder value.
• Develop and monitor value creation metrics, operational improvement plans, ROI tracking mechanisms, and performance scorecards aligned to ownership objectives.
• Support strategic decisions related to capital deployment, acquisitions, and long-term enterprise value growth.
• Partner with Corporate Development and executive leadership to evaluate strategic opportunities and support financial analysis for acquisitions and other growth initiatives as needed.
• Support acquisition evaluation and integration efforts as needed, while maintaining primary focus on organic growth, operational performance, and enterprise value creation.

Board, Ownership & External Stakeholder Management

• Serve as a financial spokesperson with ownership stakeholders, lenders, acquisition targets, strategic partners, and other external stakeholders, communicating Company performance, strategic priorities, and value creation initiatives.
• Partner with the CFO to support Board communications, ownership reporting, lender communications, and external financial messaging.

Required Education and Experience

• Bachelor's degree in Finance, Accounting, Economics, Business Administration, or related field.
• 15+ years of progressive financial planning and analysis experience, including executive leadership responsibility.
• Demonstrated success leading global FP&A organizations within high-growth software, technology, SaaS, or private equity-backed businesses.
• Experience partnering directly with executive leadership teams, boards of directors, ownership stakeholders, and external financial partners.
• Deep expertise in financial modeling, forecasting, performance management, and long-range planning.
• Proven experience building and developing high-performing finance organizations.
• Experience leading cross-functional transformation initiatives involving systems, data, and reporting processes.
• Experience preparing Board materials, ownership reporting packages, and executive performance reviews.
• Demonstrated experience leading FP&A and finance organizations within SaaS businesses operating at $500M+ ARR scale, with a track record of supporting growth, operational scale, and value creation through subsequent stages of enterprise expansion toward $1B+ revenue scale.
• Required experience operating within a private equity-backed software organization.
• Demonstrated success partnering with commercial growth functions, including Sales, Marketing, Customer Success, Revenue Operations, and Product leadership.
• Experience leading enterprise forecasting disciplines, including rolling forecast methodologies and scenario-based planning.
• Demonstrated experience leveraging AI, automation, and modern analytics technologies to improve finance operations and business decision making.

Preferred Education and Experience

• MBA, CPA, CFA, or equivalent advanced financial credential.
• Experience leading finance organizations through periods of accelerated growth, scale, and enterprise transformation within a high-growth software environment.
• Experience supporting financial diligence, integration planning, and value realization activities within a broader enterprise value creation strategy.
• Experience tracking post-investment, post-acquisition, or transformation-related performance outcomes against business case expectations.
• Experience with enterprise planning platforms such as Adaptive Planning or similar technologies.
• Strong understanding of SaaS metrics including ARR, retention, bookings, profitability, and revenue analytics.
• Experience serving as an executive sponsor for enterprise planning, performance management, or finance transformation platforms, with preference for experience utilizing OneStream or comparable EPM solutions at scale.

Knowledge, Skills, and Abilities

• Strong understanding of SaaS financial metrics, including ARR, retention, bookings, profitability, customer trends, and recurring revenue analytics.
• Executive leadership experience with demonstrated ability to build, develop, and inspire high-performing teams.
• Strong executive presence with the ability to influence senior leaders, Board members, ownership stakeholders, lenders, and external stakeholders.
• Exceptional business acumen and strategic thinking capabilities with the ability to translate financial insights into business outcomes.
• Deep understanding of SaaS business models, key performance indicators, and value creation drivers.
• Expertise in long-range planning, forecasting, scenario modeling, and performance management.
• Strong understanding of financial systems, data management, business intelligence, and reporting technologies.
• Proven ability to lead transformation initiatives and drive continuous process improvement.
• Exceptional communication and presentation skills with the ability to distill complex information into concise executive-level recommendations.
• Ability to thrive in a high-growth, fast-paced, results-oriented environment.
• Strong analytical, problem-solving, and decision-making skills.
• Experience supporting acquisition diligence, integration planning, and value realization activities within a broader enterprise value creation framework.
• Demonstrated capability balancing strategic leadership with hands-on execution.
• Demonstrated ability to establish trusted partnerships across Finance, Accounting, Revenue Operations, Sales, Product, Customer Success, and Technology organizations to drive business performance and value creation.
• Demonstrated ability to leverage AI, automation, and advanced analytics to improve forecasting accuracy, operational efficiency, and business performance.
• Strong understanding of growth drivers across SaaS organizations, including customer acquisition, retention, expansion, pricing, and profitability.
• Experience utilizing enterprise planning platforms as strategic business tools, with preference for experience using OneStream, Adaptive Planning, or similar solutions.
• Demonstrated ability to serve as a strategic business partner to commercial and operational leaders, leveraging financial insights to drive growth, customer retention, pricing optimization, operational efficiency, and enterprise value creation.