SVP, Strategic Finance & FP&A

Job Description: We are seeking an SVP, Strategic Finance & FP&A to lead financial planning, forecasting and strategic financial analysis across the company. Reporting directly to the CFO, this individual will work closely with the executive leadership team and play a key role in translating financial and operating performance into actionable insights and recommendations. This is a hands-on leadership role with significant exposure to the Board of Directors and senior management. The successful candidate will own the company’s forecasting process and financial model, lead the annual operating plan and long-range planning processes, and drive the development of KPIs and reporting needed to understand and manage the business. The role will also partner with the CFO and executive leadership on significant corporate and strategic initiatives, including transaction, valuation, capital structure and scenario analysis. We are looking for someone comfortable using modern technology, including AI-enabled tools, to improve the quality, speed and depth of financial analysis and decision support. For the right individual, this position offers the near-term potential to transition into the CFO role as part of the company’s longer-term finance leadership succession planning.

Financial Planning & Forecasting: Own the company’s consolidated forecasting process, including revenue, expenses, profitability, cash flow and liquidity. Own the development and ongoing refinement of the company’s integrated financial and operating model. Lead the annual operating plan (AOP) and long-range planning (LRP) processes, partnering with business leaders to develop assumptions, targets and strategic scenarios. Analyze actual performance against forecasts and plans, identify key drivers of variances and recommend actions where appropriate. Develop scenario and sensitivity analyses to support management decision-making.

Strategic Finance: Partner with the CFO and executive team on strategic initiatives and major business decisions. Build financial models and analyses to evaluate strategic alternatives, potential transactions, valuation and capital structure decisions. Evaluate investments and resource allocation decisions based on expected financial and strategic returns. Translate complex financial analysis into clear recommendations for senior management. Use financial, operational and market data to identify trends and provide forward-looking insights into business performance. Support ad hoc strategic projects requiring financial, operational or market analysis.

Board, Executive & Investor Reporting: Lead the development of financial and strategic materials for the Board of Directors in partnership with the CFO and executive leadership. Work with the CFO and executive leadership to determine the key messages, analysis and performance indicators presented to the Board. Lead the preparation of financial and operating analysis for quarterly earnings calls, including performance commentary, key operating metrics and supporting materials for management. Support the development of earnings presentations, management talking points and responses to anticipated investor questions. Develop clear, compelling PowerPoint presentations that effectively visualize financial and operating performance, KPIs, trends and strategic priorities. Turn complex financial and operational data into concise executive-level messaging, using effective charts, visualizations and presentation structure to highlight key takeaways and business implications. Develop executive-level reporting that goes beyond historical results to explain what is driving performance and what management should focus on going forward.

KPI & Business Performance: Drive the development and ongoing evolution of the company’s financial and operating KPI framework. Partner with business leaders to identify the metrics that best measure performance and value creation. Establish consistent KPI definitions, targets and reporting across the organization. Drive deeper analysis of business performance, identifying trends, risks and opportunities and translating them into actionable recommendations. Develop effective dashboards and visual reporting that allow management and the Board to quickly understand business performance and emerging trends. Help build greater financial accountability across business functions by connecting operating decisions to financial outcomes.

Finance Leadership & Systems: Serve as a senior member of the finance organization and a key partner to the CFO.Work cross-functionally with accounting, sales, operations and other teams to improve financial visibility and decision-making. Develop and mentor members of the finance team and help build the capabilities required to support the company’s evolving needs. Assess and continuously improve the company’s financial planning, reporting and systems infrastructure, including opportunities to reduce manual processes and improve the integration of financial and operating data. Partner with the CFO and accounting team to evaluate the company’s evolving finance technology needs and help develop a roadmap for the future-state finance systems environment, including the potential implementation of a more robust ERP platform. Identify opportunities to improve and automate Excel-based processes while maintaining the flexibility and analytical capabilities required by the business. Drive the thoughtful adoption of AI, automation and other technologies within the finance function. Take on increasing finance leadership responsibilities over time in preparation for the potential transition into the CFO role.

Qualifications: 10+ years of progressive finance experience, ideally combining investment banking, transaction advisory or similarly rigorous financial modeling experience with subsequent experience in strategic finance, FP&A or corporate finance within an operating company. Exceptional financial modeling skills with demonstrated ability to build complex financial and transaction models from the ground up, including valuation, scenario and sensitivity analysis. Advanced Excel skills and demonstrated ability to build and manage sophisticated integrated financial and operating models. Significant experience owning forecasting, budgeting and long-range planning processes. Exceptional PowerPoint and presentation-development skills, including the ability to transform complex financial and operating information into clear, visually compelling Board and executive-level presentations. Strong ability to determine the key message behind an analysis and communicate it through effective charts, KPIs, visualizations and concise written commentary. Experience preparing executive and Board-level financial presentations. Strong understanding of financial statements, cash flow, valuation and corporate finance. Ability to identify the key financial and operating drivers of a business and translate them into useful KPIs. Experience supporting transactions, capital structure decisions, M&A or other strategic corporate initiatives is strongly preferred. Experience in a public company or supporting quarterly earnings, investor relations, Board reporting or other public-company requirements is strongly preferred. Experience working with financial systems and ERP platforms, with experience evaluating, selecting or implementing new finance systems strongly preferred. Demonstrated ability to use modern analytical tools, including AI-enabled tools, to enhance financial modeling, analysis, forecasting or finance workflows is strongly preferred. Demonstrated leadership experience, including the ability to develop finance talent, influence cross-functional teams and lead complex initiatives without relying solely on formal authority. Excellent communication skills and the ability to present complex financial issues clearly to both financial and non-financial audiences. Comfortable operating in a hands-on environment where the individual is expected to both develop the analysis and communicate its implications. Bachelor’s degree in finance, accounting, economics or a related field. MBA, CPA, CFA or other relevant professional qualification preferred but not required. Sabio, Inc. is an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.