Vice President of Financial Planning & Analysis, Ontra
$264-396k
More information about location
AI-powered contract automation for private markets
Be an early applicant
AI-powered contract automation for private markets
501-1000 employees
Be an early applicant
$264-396k
More information about location
501-1000 employees
Company mission
To clear the operational fog for GPs by transforming unstructured information into insight, action, and automation.
Role
Who you are
- The ideal candidate combines analytical rigor with strategic vision and can translate complex financial data into actionable business insights
- Experience: 12+ years of progressive finance experience, whether through FP&A, corporate finance, investment banking, or private equity, with a proven ability to translate analytical expertise into strategic impact
- Industry Knowledge: Experience working with SaaS and consumption-based business models, understanding the unique challenges and requirements of these business models; ideally has experience in the Private Markets
- Analytical Excellence: Expert in financial modeling, forecasting, and performance analysis
- Team Development: Demonstrated skill in cultivating high-performing teams, enhancing their technical skills, and actively guiding finance personnel through professional development
- Communication: Exceptional ability to translate complex data into clear insights and influence decision-making at the executive and Board level
- Collaboration: Proven track record of partnering cross-functionally to drive alignment and deliver measurable results
- Mindset: Strategic, resilient, and execution-oriented leader with a commitment to driving results and developing people
- Occasional travel is required for Ontra employees, including typically at least twice per year to attend team and larger group off-sites for in-person collaboration
What the job involves
- Ontra is seeking a Vice President, Financial Planning & Analysis, to lead our financial strategy and planning function
- Reporting to our Senior Vice President of Finance, this leader will drive data informed decision making, providing clear insights and strategic recommendations to our executive team and Board that guide Ontra’s strategy, growth, and operational excellence
- They communicate with clarity and purpose, uniting senior stakeholders around shared objectives to drive effective resource allocation and execution of key strategic decisions
- They will play a key role in shaping Ontra’s long-term financial trajectory by fostering alignment among cross-functional partners, ensuring transparency in performance, and leading a high-performing FP&A team through a period of continued growth
- Financial Forecasting & Planning: Deliver accurate, timely forecasts of financial statements and operating performance across multiple time horizons, to include the annual budget process, to support Ontra’s strategic objectives
- Strategic Analysis: Own the development of analyses that evaluate the effectiveness of strategic initiatives, identifying opportunities to improve growth, efficiency, and profitability; partner with executive leadership to assess investment opportunities and optimize resource allocation
- Reporting & Executive Communication: Develop key performance indicators (KPIs), dashboards, and reports to guide management in improving performance, minimizing risk, and seizing new opportunities; present findings and recommendations clearly, concisely, and actionably to executive stakeholders
- Data-Driven Decision-Making: Create and maintain complex financial and decision-making models that yield actionable recommendations and insightful support; partnering closely with the Data team to ensure the integrity, standardization, and quality of the underlying financial and operational data
- Cross-Functional Collaboration: Partner with cross-functional teams to provide analytical support for business initiatives, pricing strategies, and operational optimization
Our take
The private markets have grown rapidly, but operational complexity and regulatory demands have grown too. Firms face high-volume legal work, compliance obligations, and fragmented workflows hat slow deal-making and fund management. Founded in 2014, Ontra offers AI solutions built specifically for these challenges.
Ontra combines AI with a global network of legal experts to turn complex, document-heavy processes into actionable intelligence. It automates contract review, obligation tracking, entity management, due diligence, and compliance workflows, reducing manual work and letting teams focus on higher-value decisions. And by providing accurate, industry-specific insights without requiring customers to configure AI models, Ontra has helped firms work more efficiently and with less risk.
Serving over 1,000 firms globally (including 9 of the top 10 private equity firms), Ontra has processed more than 2M documents and continues expanding its product suite. Recent launched include AI tools for credit management, due diligence questionnaires, and human-in0the-loop KYC services. Alongside this, it recently acquired some serious funding, putting it a might strong position going forward.
Freddie
Company Specialist at Welcome to the Jungle
Insights
81% employee growth in 12 months
Company
Funding (2 rounds)
Oct 2021
$200m
SERIES B
Jan 2019
$40m
SERIES A
Total funding: $240m
Company benefits
- Remote Flexibility: At Ontra, we’re invested in your success, and our total rewards package is designed to help you reach your full potential. Embrace our remote-first work environment with generous reimbursements for work-from-home equipment, coworking, phone, and internet.
- Unlock Your Potential: Tap into opportunities for continuous learning, mentorship, and role-specific development through our learning platforms, industry conferences, employee resource groups, plus in-person and virtual company events.
- Life Moments Covered: We’re here to support you when life happens. Whether it’s a vacation you’ve been looking forward to, a medical situation you need to take care of, a new addition to your family, or another important life moment, we’ve got you covered.
Company HQ
Union Square, San Francisco, CA
Leadership
Troy Pospisil
(Co-Founder & CEO)Majored in Economics at NYU before joining Deloitte as a Management Consultant. Was an Investment Professional at H.I.G. Capital.
Ben Levi
(Co-Founder & COO)Studied at Yale and Harvard Law School, and worked on Obama's 2008 campaign. Was an Associate at Kirkland & Ellis and founded Saas company Tembo.
Share this job
View 11 more jobs at Ontra