Senior Vice President of Financial Planning & Analysis, Datasite
$201-361k
3-4 days a week in office
Virtual data rooms for M&A dealmaking
Be an early applicant
Virtual data rooms for M&A dealmaking
1001+ employees
Be an early applicant
$201-361k
3-4 days a week in office
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- We are looking for a SVP, Financial Planning & Analysis who is a seasoned finance leader with a strong analytical foundation and a proven track record of leading high‑performing teams
- You thrive in dynamic environments, bring thought leadership to complex business challenges, and communicate with clarity and conviction
- You have the executive presence to influence at the highest levels, the curiosity to challenge conventional thinking, and the ability to operate within an evolving SaaS and M&A ecosystem
- You view Finance as a driver of enterprise value—not just a reporting function
- You build strong cross‑functional partnerships, translate data into strategy, and lead transformative change with confidence and diplomacy
- Exceptional executive communication—clear, decisive, strategic, and influential
- Distinguished ability to connect finance, strategy, technology, and operations
- Proven success leading through ambiguity, scaling global teams, and driving transformational change
- High intellectual curiosity and an enterprise mindset with a focus on long‑term value
- Superior judgment, prioritization, and decision‑making ability
- Bachelor’s degree in Finance, Accounting, Economics, or related field required
- MBA, CPA, CFA, or equivalent advanced credentials strongly preferred
- 18+ years of progressive Finance experience, including 10+ years leading FP&A or strategic finance at global scale
- Demonstrated success operating at the SVP or top‑VP level within a high‑growth SaaS or technology‑driven organization
- Deep understanding of GAAP, internal controls, revenue recognition (ASC 606), financial modeling, and enterprise‑wide forecasting
- Proven leadership of large‑scale financial systems strategy and transformation (Adaptive Planning, Workday preferred)
- Experience informing Board‑level decision making and supporting investor‑facing financial narratives
- Background in regulated environments (GDPR, HIPAA, SOX) is a plus
What the job involves
- Enterprise Strategy & Executive Partnership:
- Serve as the chief financial strategist to the CEO, CFO, Executive Leadership Team, and Board of Directors
- Shape and refine the long‑range financial vision, capital allocation strategy, and investment priorities for the enterprise
- Partner cross‑functionally to evaluate global business performance, guide market expansion strategies, and optimize returns on major investments, product initiatives, and M&A activity
- Act as a key voice in enterprise‑level decision making, providing scenario‑based insights that influence strategic direction
- Global Financial Planning, Forecasting & Governance:
- Lead the end‑to‑end global FP&A function, including multi‑year planning, forecasting, portfolio analysis, and performance management across all regions and business lines
- Ensure the integrity, accuracy, and strategic alignment of the P&L, balance sheet, cash flow, operating metrics, and covenant forecasting
- Implement governance frameworks that drive financial discipline, predictability, and accountability across the enterprise
- Oversee corporate‑wide planning calendars, investment reviews, and financial operating mechanisms
- Enterprise Performance, Transformation & Operational Excellence:
- Oversee transformation of financial systems, data architecture, and reporting capabilities—including Adaptive Planning, Workday Financials, and analytics platforms
- Drive automation, process redesign, and digital modernization to enable scalable, real‑time insights and operational efficiency
- Lead enterprise‑level initiatives to improve forecasting accuracy, optimize resource allocation, and strengthen operational rigor
- Champion a culture of continuous improvement, elevating financial literacy and partnership across the global organization
- Leadership of the Global FP&A Organization:
- Lead, mentor, and develop a world‑class global FP&A organization that supports Datasite’s growth, complexity, and expanding product portfolio
- Build organizational capabilities and succession pipelines for future finance leaders
- Establish standards for financial modeling, reporting quality, and strategic analysis across global teams
- Foster a culture of collaboration, excellence, accountability, and strategic business partnership
- Executive Reporting, Storytelling & Stakeholder Communication:
- Deliver clear, compelling analyses and strategic recommendations to the Executive Leadership Team and Board of Directors
- Translate complex data into actionable insights and strategic narratives that drive enterprise decision‑making
- Provide timely reporting on KPIs, risks, opportunities, and financial outlook to internal and external stakeholders
- Lead quarterly enterprise financial briefing materials and executive narratives
Our take
As M&A deals continue to increase in both size and frequency, key stakeholders have been actively seeking tools to streamline their work. Datasite emerges as a solution. Having transitioned from its original focus on communications, the company now offers a suite of SaaS products tailored for M&A professionals, serving approximately 75% of the leading legal firms in the field.
Benefiting from its extensive experience in the industry, Datasite has successfully transformed into a more contemporary business entity. And it has also introduced highly acclaimed AI-powered technology to assist in deal preparation, asset marketing, and facilitating buy-side acquisitions.
With significant global expansion and strategic acquisitions, Datasite remains committed to enhancing its platform capabilities. Notably, in March 2023, it unveiled Datasite Cloud, specifically designed to streamline every aspect of the dealmaking process within a unified platform.
Freddie
Company Specialist at Welcome to the Jungle
Insights
-7% employee growth in 12 months
Company
Company benefits
- Culture and benefits built around work-life balance
- Extensive resources to support physical and mental health
- Employee assistance program
- Generous retirement plans
- Incentives for referring new colleagues
- Learning, training and mentoring programs
- Cross-functional projects
- Stretch assignments to help you progress
- Receive feedback and earn bonuses from peers & managers
- Employee bonding activities
- ESG and charitable team initiatives
Company HQ
Downtown West, Minneapolis, MN
Leadership
Rusty Wiley
(CEO & President)Before joining Datasite, Rusty held various executive roles at IBM Corporation, most recently, as General Manager, Banking & Financial Markets. Upon joining Datasite in 2014, Rusty led the successful transformation from a communications and print-related business into a global M&A SaaS technology company.
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