Finance Director, Icertis
$180-230k
+ Annual bonus target + Equity
More information about location
AI-powered contract management & intelligence platform
Be an early applicant
AI-powered contract management & intelligence platform
1001+ employees
Be an early applicant
$180-230k
+ Annual bonus target + Equity
More information about location
1001+ employees
Company mission
To empower companies to realize the full intent and higher purpose of every contract, so they can build trust, strengthen bonds, and create a better world.
Role
Who you are
- The ideal candidate will have a strong background in analytics and complex financial modeling, with a proven track record of success in a senior FP&A role
- Bachelor's degree in Finance, Accounting, Economics, Business Administration or a related field; MBA or advanced degree preferred
- 10+ years of progressive experience in financial planning & analysis, with similar FP&A leadership experience
- Experience in Technology (SaaS) industries preferred
- Solid analytical skills, strategic thinking, and decision-making ability
- Detailed oriented, able to extract information from various sources to identify and understand the underlying issue. Not afraid to question results
- Prior success leading and managing a team with the ability to work independently in a fast-paced, entrepreneurial environment
- Outstanding communication skills with an ability to convey ideas and complex financial concepts to a diverse audience including executive and senior management
- Ability to work collaboratively with cross-functional teams
- Salesforce CRM experience a plus
What the job involves
- This is an exciting opportunity to be at the heart of revenue growth for one of the fastest growing SaaS unicorns and a leader in the CLM category. The CLM market is evolving at a rapid pace and the growth team drives insights across several key areas and assesses business performance with a focus to accelerate revenue and communicate to external and internal shareholders
- As the Global Director of Finance, you will play a pivotal role in supporting the Sales & Marketing organizations by developing strategic financial plans, overseeing the annual planning and budgeting process, and providing insightful analytical support to key stakeholders
- Reporting directly to the VP Finance, you will lead a team responsible for driving FP&A activities within the Sales and Marketing domain, develop revenue targets and strategy that will help drive growth and increase market share, acting as a strategic and trusted advisor to senior leaders across Sales and Finance
- Gain experience and advance your professional career in a fast-growing enterprise SaaS start-up which is the leader in its category
- Become part of an FP&A team that is recognized for the data-driven and analytical skills we bring
- Lead the annual financial planning process for Sales & Marketing including working with the department head and business unit leaders to develop the business and financial plans, and to ensure the plans are operationalized
- Lead a team of finance professionals to drive FP&A activities in the Sales and Marketing organization
- Lead topline forecasting and strategic analysis as it relates to long term growth investments and ROI analysis, including presentation to leadership
- Monitor and report on key revenue metrics that tell the story around our progress in support of external reporting and board meetings
- Drive sales compensation analytics and design in conjunction with the Sales Compensation Design lead for effectiveness – being the finance voice for incentive compensation, using deep insights around the company strategy and rep/participants’ performance to drive change in the business
- Own the financial analyses as needed to help drive improvements in the business – e.g. market expansion opportunities, competitive benchmarking analyses, pricing and strategic financial optimization strategies
- Identifies and implements system and process improvements to increase the efficiency and effectiveness of planning and reporting workflows
Our take
As part of its pitch, Icertis cites World Commerce & Contracting research which shows that optimized contract development and management can save companies an average of 9% of their annual revenue. It may seem that the company is targeting small margins, but with customers including Google, Microsoft, and Johnson & Johnson, the real numbers are huge.
The 2009-founded company offers a comprehensive range of products to manage every stage of a contract lifecycle from setup to approval and reporting, but its main value differentiator might be its AI applications, which can analyze previous negotiations at scale and visualize deep data insights on performance.
The company has seen a steady stream of investment since its founding and is using its 2022 VC from German multinational SAP to deepen the integration between the two companies' software tools. Alongside a range of other lucrative partnerships, Icertis has gained further attention due to its winning the 2023 Artificial Intelligence Excellence Award, led by Business Intelligence Group.
Steph
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 8 rounds)
Mar 2025
$50m
LATE VC
Oct 2022
$75m
CONVERTIBLE
Total funding: $416m
Company HQ
Bridle Trails, Kirkland, WA
Leadership
Samir Bodas
(Co-Founder & CEO)Before co-founding Icertis they held multiple leadership roles at Microsoft, and was CEO of two IT services firms, Disha Technology and Aztecsoft, overseeing rapid growth followed by successful exits.
Monish Darda
(Co-Founder & CTO)Co-inventor of two patents in cloud resource management and provisioning. Led a string of successful ventures prior to co-founding Icertis, including the launch of BladeLogic’s India R&D (acquired by BMC Software).
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