Note: The job is a remote job and is open to candidates in USA. OneStream Software provides an enterprise finance platform that unifies financial and operational data, embeds AI, and supports strategic decision-making for modern finance teams. The Senior Vice President of Financial Planning & Analysis will lead the global FP&A organization, overseeing planning, forecasting, reporting, analytics, enterprise performance management, and value creation initiatives while partnering with executive leadership, the Board, and business functions to scale the company.
Responsibilities
• 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
• 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
• 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
• 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
• 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
Skills
• 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
• 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
Benefits
• Vision
• Medical
• Life
• Dental
• 401K
• Excellent Medical Plan
• Dental & Vision Insurance
• Life Insurance
• Short & Long Term Disability
• Vacation Time
• Paid Holidays
• Professional Development
• Retirement Plan
• Multiple training opportunities
Company Overview
• OneStream Software is an independent software company that develops a financial planning and analysis software. It was founded in 2012, and is headquartered in Rochester, Michigan, USA, with a workforce of 1001-5000 employees. Its website is https://www.onestream.com.