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Director, Corporate FP&A - Remote (Pacific Time Zone)



Seattle, WA, USA
Posted on Tuesday, January 23, 2024
With unmatched technology and category-defining innovation, Icertis pushes the boundaries of what’s possible with contract lifecycle management (CLM). The AI-powered, analyst-validated Icertis Contract Intelligence (ICI) platform turns contracts from static documents into strategic advantage by structuring and connecting the critical contract information that defines how an organization runs. Today, the world’s most iconic brands and disruptive innovators trust Icertis to fully realize the intent of their combined 10 million contracts worth more than $1 trillion, in 40+ languages and 93 countries.
Who we are: Icertis is the only contract intelligence platform companies trust to keep them out in front, now and in the future. Our unwavering commitment to contract intelligence is grounded in our FORTE values—Fairness, Openness, Respect, Teamwork and Execution—which guide all our interactions with employees, customers, partners and stakeholders. Because in our mission to be the contract intelligence platform of the world, we believe how we get there is as important as the destination
As the Director of FP&A, you will play a critical leadership role: you will work closely with all of company’s functional leaders and bring key market, strategic and operational insights that will shape the direction of the company and accelerate its growth. You will also play a key role in telling the company’s financial story to investors.
The ideal candidate will have a proven track-record of driving business outcomes through keen financial insight and business modeling. They will have the ability to create a 360-degree financial picture of the business that reflects and influences the company’s strategy and be excellent at communicating with senior leaders and executives. They will be tool-savvy with experience in creating scalable data and reporting solutions that support a data-driven culture. #LI-RS1

What you will do:

  • Formulate a robust 360-degree financial picture of the business – complete with market insights and operational drivers.
  • Develop and maintain the 3-year Strategic Planning Model and forecast.
  • Deliver Global P&L and cash flow forecasts.
  • Drive Annual Planning Process – work cross functionally to build and maintain the Annual Financial Plan and Departmental Budgets.
  • Build and deliver Business Performance Reporting/Operating dashboards.
  • Perform strategic business analysis as needed (M&A, Geo Expansion).
  • Prepare financial analyses as needed to help drive improvements in the business. Current focus areas include market expansion, opportunities, competitive benchmarking analyses, pricing and strategic financial optimization strategies.
  • Partner with Controller to enhance and accelerate the financial reporting process.
  • Identifies and implements system and process improvements to increase the efficiency and effectiveness of planning and reporting workflows.
  • Prepare communications to Board of Directors.
  • Drive investor presentations and supporting analysis.
  • Develop a deep understanding of the business metrics with an eye towards understanding the benefits and risks from a financial perspective and helping to manage key business drivers and desired outcomes.
  • Play a key role in preparation of critical public financial documents to support the IPO process, including working with bankers and supporting the production of investor materials and SEC filings (e.g. S-1).

What you will bring:

  • 12+ years of experience of working in direct strategic analysis support of all aspects of the business at all areas of the P&L.
  • MBA/CPA or equivalent experience preferred.
  • Demonstrated complex modeling experience (this is a hands-on role and managers are expected to directly contribute and lead by example).
  • Highly analytical, detail-oriented with a commitment to creating a high-quality product. Naturally inquisitive and able to extract information from various sources to identify and understand the underlying issue. Not afraid to question results.
  • Prior success working in a fast-paced, entrepreneurial environment; takes initiative and works independently.
  • Working knowledge of accounting principles required including revenue recognition, amortization, and accrual vs. cash accounting. Must have a general understanding of financial statements.
  • Must have exceptional written, visual, and spoken communication skills.
  • Experience in preparing and delivering executive, board and investor level communications.
  • IPO experience is a plus.
  • Must have advanced Excel, Netsuite and Powerpoint skills.
  • Experience implementing financial analysis and planning tools required.
Our Commitments: Icertis is committed to:
● Icertians (employees) and their family's physical, mental and financial health and wellbeing
● Turbocharging Icertians careers
● Making a social and environmental impact in our communities
● Cultivation and advancing a culture of diversity, equity, inclusion and belonging (DEIB) within our company, customers, and
● Generous holidays including the 4th of July week off – paid
● Free professional and leadership coaching
● Annual personal development allowance
What we offer:
● Robust medical (physical & mental vision and dental benefits
● Employee assistance program (EAP)
● Equity (RSUs) and shared ownership in the company
● Generous 401K match
● Flexible work environment
● Paid maternity and paternity leave
● Generous holiday and PTO program
● CaaS (coaching as a service)
● Annual personal development allowance
● 7 Days for Humanity – 7 paid volunteer days annually
● Global and regional DEIB steering committees, employee resource groups (ERGs)
● Global DEIB training programs and guest speakers throughout the year
Icertis, Inc. provides Equal Employment Opportunity to all employees and applicants for employment without regard to race, color, religion, gender identity or expression, sex, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran in accordance with applicable federal, state and local laws. Icertis, Inc. complies with applicable state and local laws governing non-discrimination in employment in every location in which the company has facilities. If you are in need of accommodation or special assistance to navigate our website or to complete your application, please send an e-mail with your request to careers@icertis.com or get in touch with your recruiter.
By submitting your application you acknowledge that you have read Icertis’s Privacy Policy (https://www.icertis.com/privacy-statement/)
Icertis is not open to third party solicitation or resumes for our posted FTE positions. Resumes received from third party agencies that are unsolicited will be considered complimentary.