Vice President, Financial Planning & Analysis
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We have content: About The Role (section). Key Responsibilities (list). Required Qualifications (list). Preferred Qualifications (list). Leadership Profile (maybe part of About? Could be separate but not required heading). There's also About Accruent, Fortive Corporation Overview, About Accruent personal development etc. Those are boilerplate? They are company description, maybe not required but could be considered "About the role"? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Company description may be considered not essential? It's not about role but could be considered "About Accruent". Not listed as allowed heading; we could include as a
under About the role? But we should preserve ALL substantive information; do not invent or summarize away detail. So we need to include company description somewhere. Since we have no specific heading for that, we could put it under About the role as prose after the role description. Or we could create a separate section like "About the Company" but not allowed heading list; we could just put as
after About the role heading. We must not include Pay, Schedule, Benefits unless present. Not present. So we omit those sections. We need to use
- for any list of duties/requirements/benefits. So Responsibilities list, Required Qualifications list, Preferred Qualifications list.
We need to preserve all substantive information: include details like location, reports to, etc. Those are metadata; we can fold into a short
or drop it. The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." So we can include location and reports to in a short paragraph after About the role heading. We must not repeat job title as heading. So we start with
About the role
then acontaining location and reports to maybe. Then responsibilities:
Responsibilities
then- with each responsibility as
- . The responsibilities are long sentences; we can break them into bullet points as given.
Then Required Qualifications:
Required Qualifications
then- .
Then Preferred Qualifications:
- or keep as is. We'll produce
- for each major bullet.
Let's list:
- Lead Accruent’s global FP&A function, including annual operating plans, long-range planning, monthly and quarterly forecasting, financial modeling, management reporting, and performance analysis.
- Drive a disciplined planning cadence that enables timely visibility into revenue, margin, expense, cash flow, headcount, productivity, and investment performance.
- Partner with the CFO and executive leadership team to evaluate business performance, identify risks and opportunities, and recommend actions that improve financial outcomes.
- Develop and continuously improve forecasting models, reporting frameworks, KPI dashboards, and executive-level financial insights that support strategic and operational decision-making.
- Lead variance analysis, scenario planning, resource allocation reviews, and business case development for strategic initiatives, organizational investments, and productivity opportunities.
- Lead, coach, and develop a team of finance partners who support Accruent’s L1 executive leaders and their organizations.
- Ensure each function has strong financial partnership, clear budget ownership, timely performance visibility, and practical insights to guide decisions.
- Serve as a trusted advisor to business leaders by translating financial data into operational implications, tradeoffs, and recommended actions.
- Support executive operating reviews, business reviews, board-related materials, and Fortive reporting requirements with clear, accurate, and decision-oriented analysis.
- Strengthen financial accountability across the organization by improving budget discipline, investment governance, and visibility into ROI.
- Lead Revenue Operations capabilities focused on commercial reporting, analytics, pipeline visibility, forecast support, and sales productivity insights.
- Partner with Commercial, Finance, Business Transformation, and Systems teams to improve forecasting accuracy, pipeline management, commercial operating rhythms, and data quality.
- Own governance for commercial data used in forecasting, pipeline analysis, bookings reporting, sales incentive processes, and executive decision-making.
- Drive scalable reporting and analytics that support sales leadership, revenue planning, territory and quota analysis, bookings performance, and commercial productivity.
- Identify opportunities to simplify, automate, and improve commercial reporting processes while strengthening confidence in the underlying data.
- Lead the Sales Incentive Administration team responsible for calculating sales incentive commissions and administering plan designs for commercial team members across Accruent.
- Ensure incentive calculations are accurate, timely, well-controlled, and aligned to approved plan designs, commercial priorities, and compensation governance requirements.
- Partner with Sales, Finance, HR, Legal, and Revenue Ops on sales incentive design, annual plan changes, policy interpretation, exception management, and communication readiness.
- Establish strong controls, documentation, auditability, and issue-resolution processes for incentive administration.
- Use incentive performance data to inform plan effectiveness, selling behavior, forecast quality, and commercial productivity opportunities.
- Build, lead, and develop a high-performing global team across FP&A, Revenue Operations, and Sales Incentive Administration.
- Create clear priorities, operating rhythms, performance expectations, and development plans that strengthen service levels and business partnership.
- Model a culture of accountability, continuous improvement, data integrity, collaboration, and execution excellence.
- Apply process discipline and continuous improvement tools to simplify planning, reporting, forecast, and incentive administration processes.
- Partner effectively across a global, matrixed organization and influence outcomes through strong business acumen, credibility, and executive presence.
That's many items; okay.
Now Required Qualifications list:
- 15+ years of progressive finance experience, including significant leadership experience in FP&A, corporate finance, business finance, or strategic finance roles.
- 7+ years of people leadership experience, including experience leading managers and/or multi-disciplinary finance and operations teams.
- Demonstrated success leading enterprise budgeting, forecasting, long-range planning, financial modeling, KPI reporting, and executive-level financial analysis.
- Strong commercial finance experience, ideally in a B2B SaaS, enterprise software, technology, or recurring revenue business model.
- Experience partnering directly with CFOs, executive leadership teams, and functional leaders on financial performance, resource allocation, operating reviews, and strategic decisions.
- Proven ability to lead global teams and operate effectively in a matrixed, fast-paced, performance-oriented environment.
- Strong understanding of revenue forecasting, pipeline management, commercial analytics, bookings reporting, quota attainment, and sales productivity drivers.
- Experience with sales incentive plans, commission administration, sales compensation governance, or close partnership with Sales Compensation/Revenue Operations teams.
- Advanced financial modeling, analytical, and systems skills; experience with ERP, EPM, CRM, BI, and reporting platforms such as Salesforce, NetSuite, Oracle, Workday Adaptive, Anaplan, Power BI, Tableau, Snowflake, or similar tools.
- Exceptional communication and executive presentation skills, with the ability to simplify complex financial and operational information into clear business recommendations.
- Bachelor’s degree in Finance, Accounting, Economics, Business, or related field required.
Preferred Qualifications list:
- MBA, CPA, CMA, CFA, or other relevant advanced degree or certification preferred.
- Experience in a Fortive, Danaher, or similar operating environment with strong exposure to continuous improvement, operating reviews, and KPI-driven management.
- Experience supporting a global software, SaaS, data, analytics, or technology-enabled services business.
- Familiarity with sales incentive plan design, commercial compensation governance, and cross-functional plan administration.
- Experience improving finance and commercial reporting through automation, data governance, analytics platforms, or enterprise data architecture.
Leadership Profile prose:
"The ideal candidate is a strategic, commercially minded finance leader who combines analytical depth with practical operating judgment. This leader should be able to move fluidly from executive-level strategy discussions to detailed financial and operational problem solving, bringing clarity, discipline, and sound judgment to complex business decisions. They will be comfortable challenging assumptions, identifying performance gaps, and helping leaders make informed tradeoffs while maintaining strong partnerships across the organization. This role requires a leader who can build trust quickly, develop strong talent, improve processes, and strengthen connectivity between Finance and the business. The successful candidate will bring executive presence, high integrity, strong communication skills, and the ability to lead through influence in a global environment. They should be energized by helping a growing software business improve forecast accuracy, resource allocation, commercial visibility, and disciplined execution."
We'll put as
. About Accruent prose: "Accruent, a Fortive company, provides software and technology solutions that help organizations manage the built environment, optimize operations, and improve the performance of critical assets and facilities. Accruent serves customers across a broad range of industries with solutions spanning asset management, facilities management, space planning, real estate, engineering document management, and related operational workflows." Fortive Corporation Overview: "Fortive's essential technology makes the world safer and more productive. We accelerate transformation in high-impact fields like workplace safety, build environments, and healthcare. We are a global industrial technology innovator with a startup spirit. Our forward-looking companies lead the way in healthcare sterilization, industrial safety, predictive maintenance, and other mission-critical solutions. We're
Preferred Qualifications
then- .
Then Leadership Profile: maybe we can include as
Leadership Profile
but not in allowed list? The allowed list includes Skills, Benefits, Pay, Schedule. Leadership Profile not listed; but we could treat it as part of About the role or as a. However we need to preserve all substantive information; we could include it as a
after Preferred Qualifications. Also About Accruent and Fortive overview: we could include as a
after Leadership Profile. We must not include EEO boilerplate etc. The ending includes "We Are an Equal Opportunity Employer..." which is boilerplate; we should remove. Thus final HTML fragment. Let's craft. Check for any duplicated lines: we need to avoid repeating. We'll produce:
About the role
Location: Austin, TX (preferred) or Remote, United States. Reports to: Chief Financial Officer, Accruent.
[role description prose from About The Role paragraph(s)]
But we need to preserve the prose about the role: The paragraph starting "Accruent is seeking a Vice President of Financial Planning & Analysis..." etc. We'll include that as. Then responsibilities list. Then required qualifications list. Then preferred qualifications list. Then leadership profile as
. Then About Accruent description as
. Then Fortive Corporation Overview as
. Then Accruent personal development/Grow Without Limits as
. Make sure not to include any boilerplate like "We Are an Equal Opportunity Employer." Let's extract the role description prose: "Accruent is seeking a Vice President of Financial Planning & Analysis to lead a critical finance function supporting enterprise-wide planning, forecasting, performance management, and executive decision support. Reporting directly to the Chief Financial Officer, this leader will oversee Accruent’s global FP&A team as well as Revenue Operations and Sales Incentive Administration, providing financial rigor, commercial insight, and operating discipline across the business. This is a high-impact leadership role for a commercially oriented finance executive who can translate business performance into actionable insights, build scalable planning and reporting processes, and partner closely with Accruent’s executive leadership team. The VP, FP&A will lead the finance partners who work directly with Accruent’s L1 executive leaders to manage budgets, evaluate investment choices, monitor performance, and improve forecast accuracy. The role also carries responsibility for the commercial reporting, analytics, sales incentive design, and commercial data governance capabilities that support forecasting, pipeline management, and sales incentive administration across the organization." We'll put that as a
. Now responsibilities: list each bullet from "Key Responsibilities". There are sections: Enterprise Financial Planning & Performance Management (with multiple sentences), Executive Finance Partnership, Revenue Operations, Commercial Analytics & Data Governance, Sales Incentive Administration & Plan Design Support, Leadership, Talent & Operating Discipline. We can break each sentence into separate
- . The responsibilities are long sentences; we can break them into bullet points as given.
Then Required Qualifications: