Director of Financial Planning & Analysis, Datasite
$141.7-247.7k
More information about location
2+ days a week in office
Virtual data rooms for M&A dealmaking
Posted today
Virtual data rooms for M&A dealmaking
1001+ employees
Posted today
$141.7-247.7k
More information about location
2+ days a week in office
1001+ employees
Company mission
To empower the dealmaking community to work smarter and faster.
Role
Who you are
- Bachelor's degree in finance, Accounting, Economics, or related field
- MBA, CPA, CFA, or similar advanced credential preferred
- 10+ years of progressive Finance, FP&A, or related experience
- Team lead or supervisory experience required
- Experience leading FP&A teams, processes, or major planning/reporting deliverables
- Strong experience with budgeting, forecasting, long-range planning, financial reporting, and executive-level analysis
- Strong financial acumen, including GAAP knowledge, internal controls, revenue recognition, and full financial statement modeling
- Experience with financial systems, planning tools, reporting platforms, and process improvement preferred
- Experience operating in a controls-oriented or regulated environment preferred
- Strong leadership, business partnership, and stakeholder management skills
- Ability to influence senior leaders and translate financial analysis into business recommendations
- Strong analytical capability with experience interpreting large and complex data sets
- Excellent written and verbal communication skills, including executive presentation and financial storytelling
- Strong judgment, prioritization, and ability to manage multiple strategic and operational priorities
- Ability to lead change, improve processes, and scale FP&A capabilities
- Strong technical aptitude, business acumen, and continuous improvement mindset
What the job involves
- The Director, Financial Planning & Analysis is responsible for leading a major FP&A area, process, or portfolio. This role provides financial leadership, planning governance, performance analysis, and decision support to Finance leadership and cross-functional stakeholders
- The Director leads teams and processes that support budgeting, forecasting, management reporting, executive analysis, financial modeling, and strategic planning. This role is accountable for ensuring FP&A outputs are accurate, consistent, timely, and aligned to enterprise priorities
- Lead FP&A planning, forecasting, reporting, and analysis for assigned areas or enterprise processes
- Direct annual budget, recurring forecast, long-range planning, and performance management activities
- Communicate financial results, trends, risks, and recommendations clearly to senior leadership
- Partner with senior leaders to evaluate financial performance, strategic priorities, investment decisions, risks, and opportunities
- Oversee preparation of management reporting, operating reviews, executive presentations, and Board-related materials as needed
- Lead full financial statement forecasting, including P&L, balance sheet, cash flow, covenant analysis, and key operating metrics as applicable
- Establish planning calendars, forecast governance, reporting standards, and review processes that drive accountability and consistency
- Guide managers and analysts to ensure high-quality budgeting, forecasting, analysis, reporting, and business communication
- Review complex financial models, scenario analyses, and business cases to support leadership decisions
- Identify and sponsor process improvements, workflow enhancements, reporting automation, and financial systems improvements
- Partner with Finance and cross-functional teams to improve forecast accuracy, data integrity, planning discipline, and financial insight
- Develop FP&A talent, strengthen team capabilities, and promote consistent analytical standards
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.
Leveraging its extensive industry experience, Datasite has successfully transformed into a more contemporary business entity. 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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