Head of Financial Planning and Analysis (FP&A)

Company Description

Elite is the leading global provider of innovative business management solutions that enable law firms and professional services organizations to streamline operations, maximize efficiency, and increase visibility into all aspects of their businesses. Our Company is focused on enabling firms of all sizes and locations to meet their true potential and provide the best service for their clients.

Job Description

Elite is seeking an experienced Head of Financial Planning and Analysis (FP&A) with a strong background in private equity backed organizations to lead our FP&A team. The ideal candidate will be responsible for preparing and managing financial plans, forecasts, 3-year strategy and annual budget process, and analytics to support the company's strategic goals and decision-making processes working closely with the Chief Accounting Officer. The Head of FP&A will collaborate with various functions and stakeholders to develop reporting, analyze financial data, identify key trends, and provide valuable insights to drive business performance. This position requires a detail-oriented professional with excellent analytical skills who is technically savvy and has prior experience working in a fast-paced P/E backed environment.

This role offers an exciting opportunity for an ambitious and detail-oriented finance professional to contribute to the company's financial planning and performance management. This position will be a key leader at the company and play a vital role in providing strategic financial insights that drive informed decisions and sustainable growth.

WHAT YOU’LL DO

• Develop, own, and execute all aspects of the company's financial planning and analysis, and monthly forecasting, with a focus on strategic decision-making.
  • Work with the senior management to establish short and long-range strategies that align with Elite’s goals and translate them into actionable targets for financial performance and growth during the 3-year strategic planning sessions.
  • Lead and own the annual financial plan process, collaborate with department heads to create detailed budgets and monitor performance against targets.
• Develop models for product profitability, potential M&A and/or strategic partnerships.
• Diagnose and influence the key drivers of the business, including developing Global Finance Dashboard for the Executive Leadership Team (ELT) across key KPIs.
• Provide detailed feedback, insight, and recommendations to the business on its financial performance, focusing on key drivers including profitability models, trends and influence KPI management.
• Partner with other functions to enhance overall governance and funding process for key corporate initiatives, including the development of business cases to drive optimal investment decisions.
• Review and analyze cost structures, recommend cost saving measures and track cost saving initiatives.
• Identify further areas for the efficient allocation of resources as the company continues to invest and maintain core operations.
• Manage change and improvement to the planning systems and operations of the business  including system improvements to NetSuite and Business Intelligence tools (Microsoft BI) working cross-functionally with sales, marketing, services, engineering, G&A, and product teams on Revenue, Expense and overall cash management.
• Business Partnering: Collaborate with various departments to understand business operations and provide financial support for decision-making processes.
• Process Improvement: Continuously improve financial planning processes, tools and methodologies to enhance efficiency and accuracy.

Team Management: Lead and develop finance team to ensure accurate and timely deliverables and build a high-performing team.

Qualifications

• Bachelor's degree in Finance, Accounting, or related field. Master's degree or professional certification (CPA, CMA) is a plus

• 10+ years with financial analysis experience within a technology, SaaS organization
• Proficiency in financial modeling, forecasting, and budgeting
• Advanced proficiency in Microsoft Excel
• Working knowledge of U.S. GAAP

• Results-oriented with a strong sense of urgency while maintaining precision in financial analysis and reporting
• Excellent analytical and problem-solving skills, with the ability to interpret complex financial data
• Experienced finance leader driven to develop relationships, establish trust, and communicate effectively across all teams and levels
• Business-savvy, with a consultative approach; ability to influence and collaborate with senior level leaders across the organization
• Strong communication and presentation skills to effectively convey financial insights to non-financial