Senior Director of Strategic Planning and Analysis

Overview

This role involves leading strategic planning and analysis to shape how the finance organization develops and communicates multi-year financial strategy. The position owns Long-Range Planning (LRP), drives scenario planning and analytics, and helps reimagine planning, forecasting, and analysis with AI—while partnering closely with executives and cross-functional leaders.

The role reports to the SVP, Strategic Business Finance, and is an individual contributor position with the opportunity to build a team as scope grows.

Responsibilities

Long-Range and Strategic Planning

• Own the LRP, including its framework, assumptions, financial model, and regular refreshes in partnership with the executive team.
• Translate corporate strategy into financial and operational targets, investment priorities, and multi-year scenarios supporting profitable growth.
• Partner with Go-To-Market and Corporate FP&A leaders to create an ARR-based model used as a key input into both the LRP and the annual operating plan, including new bookings and churn by solution and Geo, with units and ASP; use this as a common framework to drive alignment with Product, Sales, and Finance.
• Lead scenario planning and sensitivity analysis to inform strategic trade-offs, capital allocation, and risk.
• Design and run the LRP process in coordination with Corporate FP&A so the LRP ties directly to the annual operating plan and near-term outlook.

AI-Powered Planning and Analytics

• Reimagine how finance plans, forecasts, and analyzes with AI, spanning scenario generation and variance explanation through automated insight and narrative.
• Build and deploy AI-enabled models and workflows—including on the Workiva platform—that increase speed, accuracy, and depth of planning while meeting public company rigor and auditability requirements.
• Evaluate and adopt new AI tools and techniques with Finance Systems, IT, and Data teams, and set the standard for responsible AI use in finance.
• Build scalable models, data structures, and self-service reporting to improve analytic quality and speed.
• Enable finance and business partners to apply AI in everyday planning and analysis.

Business Partnership, Executive Messaging, and Communication

• Partner with leaders across Product, Engineering, G&A, and Go-To-Market to align plans, investments, and outcomes with company strategy.
• Deliver analysis for the full business, including top-line performance, profitability, unit economics, operating leverage, and investment returns.
• Partner with Investor Relations to provide insights that help craft the financial narrative and messaging for investors, analysts, and the public, including earnings materials, investor presentations, and long-term targets.
• Build the analysis, benchmarking, and market context behind the story and anticipate investor questions.
• Convert ambiguous questions into focused, decision-ready recommendations with clear success metrics.
• Prepare executive, Board, and investor-ready materials on strategic plans and financial outlook, working within disclosure controls and in coordination with Legal.
• Establish standards for analytical rigor, clear communication, and cross-functional business partnership.

Requirements

Minimum Qualifications

• BA/BS in Finance, Accounting, Economics, or a related field.
• 12+ years of progressive experience in FP&A, strategic finance, corporate strategy, or related analytics roles.
• Demonstrated ownership of an LRP or multi-year strategic financial model.
• Advanced financial modeling and data analysis skills, including hands-on experience applying AI to planning, forecasting, or analytics.
• Exceptional written and verbal communication, with the executive presence to explain complex topics clearly to the CEO, Board, and investors.
• Proficiency in modern AI models, SQL, BI tools, ERP, and planning platforms.
• Strategic thinker who connects financial results to business strategy and market context.
• Adaptable and quick to learn; comfortable with ambiguity and shifting priorities in a fast-changing, AI-driven environment.
• Track record influencing senior stakeholders and collaborating across functions without direct authority.
• Experience leading cross-functional initiatives and ability to build and lead a team as scope grows.

Preferred Qualifications

• MBA, CPA, or CFA.
• Experience in SaaS or technology at a public company, including Board-level reporting.
• Experience with Investor Relations, earnings preparation, or investor communications.
• Experience with investment evaluation, M&A analysis, or corporate development.

Compensation & Benefits

• Salary range (US): $185,000.00 - $315,000.00
• Discretionary bonus typically paid annually
• Restricted Stock Units granted at time of hire
• 401(k) match and comprehensive employee benefits package

The salary range reflects the low and high end for this role in the US. Minimums and maximums may vary based on location. The final offer will consider skills, qualifications, experience, and other relevant factors.

Location & Working Conditions

• Up to 25% travel required for strategic team meetings and corporate events.
• Remote workspace setup.
• Employees may work from an office or remotely from any location within their country of employment.

Additional Requirements

• Employment decisions are made without regard to protected characteristics.
• Reasonable accommodations are available for applicants with disabilities.
• Employees are required to undergo comprehensive security and privacy training tailored to their roles, aligned with company policies and regulatory standards.