Senior Vice President - Financial Planning and Analysis

Job Description

Job Summary

As the SVP, Financial Planning and Analysis, you are a trusted financial liaison and strategic consultant to Paycor executives and functional operations. You will need to demonstrate deep knowledge of the business and provide insights to inform key business decisions. The FP&A function is critical to the Finance organization and as the leader, you must motivate the team to high performance and functional mastery. The FP&A team must analyze large amounts of financial data to provide an overview of Paycor’s performance and a strategic forecast reporting out regularly to key stakeholders. Paycor values talent and domain knowledge; it’s key that the you create an environment to motivate and develop successors within the function.

Essential Duties and Responsibilities

• Oversee, lead and manage the FP&A organization, providing strategic planning and analytical support for all of Paycor’s lines of business
• Lead the continuous improvement of Paycor's capabilities working closely with FP&A team as well as accounting, and transactional finance
• Play a key role in enterprise-wide execution of the company’s organic and inorganic growth strategy (mergers, acquisitions, partnerships, joint ventures, etc.) through company and industry research and analysis, financial evaluation and modeling of potential opportunities, and mergers & acquisition transaction execution.
• Provide strategic insights and mitigation strategies for critical business issues supported by financial data
• Develop relationships and work closely with business unit/functional leaders as a trusted financial liaison
• Lead the annual strategic planning process resulting in a comprehensive budget and long-term business model being delivered to the Board of Directors
• Develop and implement a monthly forecasting and reporting process to ensure management has reliable insight and outlook for the business
• Develop and implement a monthly operational review process with business and/or functional leaders highlighting significant business issues and variance to plan and mitigation plans.
• Develop and implement optimal organization structure for FP&A organization and recruit high performing talent to fill any identified gaps.
• Drive process improvements to meet business needs specific to Finance operations and coordination with the business unit.
• Develop and maintain a long-term business model
• Perform critical analysis and develop alternative models to ensure Paycor maximizes revenue and profitability potential.
• Develop management reports with proper KPIs to provide a timely and comprehensive understanding of the business.
• Generate sales, revenue and renewal analysis of actual vs. plan vs. forecast and profitability. Explain variances, highlight trends, and identify risks and opportunities.
• Work with technology team to refine and develop applications and secure systems for more efficient and effective processes.

Requirements

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements are representative of the knowledge, skill, and/or ability required.

• Bachelor’s degree in Business, Accounting or Finance: Master’s degree strongly preferred
• 12+ years of relevant progressive experience in financial business planning, strategy and analysis in a software or technology-oriented company
• Pre-IPO tech company experience preferred
• 8+ years of leadership/management experience
• Capital markets/capital structure analysis experience is a plus
• Considerable experience in analysis and forecasting projected revenue models
• A demonstrated ability to work projects through an organization and achieve a positive outcome with shared commitment.
• A comprehensive understanding of complicated business processes coupled with the ability to analyze those processes and optimize financial performance.
• An ability to effectively prioritize competing demands to achieve deliverables.
• Ability to communicate complex issues in a clear concise way to peers and senior executives.
• Excellent presentation and communication skills coupled with the ability to communicate and influence at a senior management level.
• A strategic, analytical problem solver with exceptional interpersonal skills.
• Excellent quantitative and analytical skills
• Strong process orientation in budget and forecasting
• Superior academic qualifications coupled with a proven track record of success.
• Master’s degree in a related area is a plus

Join our team to make a difference in people’s lives, every day. We empower our clients to spend less time on administrative tasks and more time developing their teams. We rally around our colleagues and succeed together. And we support and give back to our communities. Together, we can make a difference.