Director, Financial Planning & Analysis (FP&A)(NYC)

About the role

The Director of Financial Planning & Analysis (FP&A) will lead the FP&A function, providing strategic financial leadership and direction to the team. They will oversee budgeting, forecasting, and strategic planning, while also mentoring and developing a high-performing team. The role requires exceptional analytical and strategic thinking, a deep understanding of the SaaS and/or life sciences industry, and a proven track record of driving significant business impact through financial planning and analysis.

Responsibilities

• Provide strategic financial leadership and direction to the FP&A function, aligning financial planning with the overall business strategy and objectives.
• Build, lead, mentor, and develop a high-performing team of FP&A managers and analysts, fostering a culture of excellence, collaboration, and continuous growth.
• Oversee the development and execution of the company's annual budget, quarterly forecasts, and long-range strategic plans, ensuring robust financial models and insightful scenario analysis.
• Present comprehensive financial performance updates, strategic insights, and recommendations to the executive leadership team.
• Serve as a trusted financial advisor and strategic business partner to executive leadership across various business units, providing critical financial guidance and influencing strategic decision-making on key business initiatives.
• Drive the development and monitoring of key performance indicators (KPIs) across the organization, working collaboratively with business leaders to establish targets, track performance, and drive accountability.
• Lead the development of sophisticated financial models to evaluate strategic investments, mergers and acquisitions, capital allocation decisions, and other significant financial initiatives.
• Identify and proactively analyze emerging business trends, risks, and opportunities, and translate these insights into actionable financial strategies and recommendations.
• Drive continuous improvement in FP&A processes, systems, and reporting capabilities to enhance efficiency, accuracy, and scalability.
• Collaborate closely with Accounting, Treasury, and other finance functions to ensure alignment and effective financial management across the organization.
• Lead and sponsor strategic financial projects and initiatives that support the company's growth and profitability objectives.
• Play a significant role in the development of investor relations materials, earnings call scripts, and communications with the investment community (as applicable).
• Contribute to the development and implementation of company-wide financial policies and procedures.
• Stay at the forefront of industry trends, macroeconomic factors, and best practices in financial planning and analysis, and proactively share knowledge and insights across the organization.
• Participate actively in strategic planning discussions at the executive level, providing critical financial perspectives and insights to shape the company's long-term direction.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related field. MBA or relevant advanced degree is required.
• Minimum of 15 years of progressive experience in financial planning and analysis, with significant leadership experience managing and developing teams of managers and analysts.
• Proven track record of providing strategic financial leadership and influencing executive-level decision-making.
• Deep understanding of GAAP and financial accounting principles, with experience in a complex, global organization.
• Expert-level proficiency in Excel and financial modeling, with the ability to develop sophisticated and dynamic models for various strategic scenarios.
• Extensive experience implementing and managing financial planning and reporting systems (e.g., Hyperion Planning, Anaplan, NetSuite Planning & Budgeting).
• Exceptional analytical, problem-solving, and strategic thinking skills with a demonstrated ability to translate complex financial data into clear, concise, and actionable insights for executive audiences.
• Outstanding communication (written and verbal), interpersonal, and executive presentation skills, with a proven ability to effectively communicate complex financial information to all levels of the organization, including the executive team and potentially the Board of Directors.
• Strong business acumen and a deep understanding of the key drivers of business performance within the SaaS and/or life sciences industry.
• Demonstrated ability to build strong relationships and influence stakeholders at the executive level.
• Proven ability to lead and manage multiple complex, cross-functional projects and initiatives simultaneously.
• Extensive experience with data visualization tools (e.g., Tableau, Power BI) and enterprise resource planning (ERP) systems.

Benefits

The total expected compensation range for this position is between $157,000 and $220,000, representing the base salary (or annualized salary based on estimated hourly compensation) and target bonus. Medidata offers a competitive benefits package including medical, dental, life and disability insurance; 401(k) matching; flexible paid time off; and 10 paid holidays per year.

Equal Employment Opportunity

In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Medidata are based on merit, qualifications and abilities. Medidata is committed to a policy of non-discrimination and equal opportunity for all employees and qualified applicants without regard to race, color, religion, gender, sex (including pregnancy, childbirth or medical or common conditions related to pregnancy or childbirth), sexual orientation, gender identity, gender expression, marital status, familial status, national origin, ancestry, age, disability, veteran status, military service, application for military service, genetic information, receipt of free medical care, or any other characteristic protected under applicable law. Medidata will make reasonable accommodations for qualified individuals with known disabilities, in accordance with applicable law.

Note

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