Demo

Finance Director, Commercial FP&A

IRIS Software Group
Shallotte, NC Full Time
POSTED ON 1/17/2025
AVAILABLE BEFORE 4/7/2025

Our Americas finance team is hiring!

We have an exciting opportunity for a Finance Director, Commercial to provide high-quality financial planning and analysis which enables stakeholders to make strategic decisions that will maximise future enterprise value.

The role involves collaborating with business leaders to understand and align strategies with overall business goals and financial objectives, conducting in-depth financial analysis to support decision-making, completing key financial planning processes, ensuring suitable cost control measures are in place, and supporting the integration of M&A targets.

Key Responsibilities

  • Collaborate with business leaders, notably the Chief Revenue Officer, Chief Marketing Officer and their leadership teams to understand and align strategies with overall business goals and financial objectives. Functional coverage includes the sales, marketing, customer success and renewals teams.
  • Conduct in-depth financial analysis to support decision-making, provide insight into business performance, trends, risks, and opportunities, and present findings in a clear and actionable manner to senior non-financial stakeholders.
  • Support the Commercial team with build and delivery of Value Creation Plans (VCPs) in conjunction with Hg operational excellence teams.
  • Accountable for the New Orders consolidation from source data – ensuring timely and accurate reporting. Developing recognition criteria and ensuring their consistent application.
  • Lead and manage New Orders forecasting, budgeting, and actuals.
  • Together with sales leadership design and cost commission policies (both annual and short term incentives) designed to motivate sales target delivery at both individual and managerial levels. Manage quota and budget / plan quota coverage and including headcount tracking. Accountable for calculating sales team commissions in line with agreed policy.
  • Overall control and forecasting of sales and marketing budgets.
  • Assist in creating and discharge of responsibilities under the sales discount Levels of Authority (LoA) to control discounting and ensure financial return on new business.
  • Work with senior leaders to ensure investments and other initiatives deliver on time and in full to achieve IRIS’s growth and cost targets.
  • Develop and deliver the reporting for the commercial KPI framework, including leads, pipeline, orders, team performance, individual metrics, SaaS metrics and marketing return measures. Ensure that the commercial finance owned reporting in Power BI and Excel is maintained and accurate.
  • Support the implementation of new software tools, notably a new central FP&A tools for the group.
  • Support the preparation of key investor reporting (for example the monthly Board pack). Respond to ad hoc investor queries as required.
  • Support the group to achieve a consistent approach to geographical expansion, notably work with the America’s finance team to ensure financial reporting processes and approach are aligned.

Experience and Knowledge

  • Accountancy qualification (CPA,CFA, or similar)
  • Strategic orientation, and the ability to operate at the highest level within the organisation.
  • Advanced Excel and experience in using complex financial modelling.
  • Experience in using data visualisation / reporting tools such as Tableau or Power BI.
  • A proven track record of working in a senior finance position, ideally within technology or growth industry.
  • Experience of working in a private equity-backed environment, previous involvement in an exit process beneficial.
  • Deep understanding of financial modelling, scenario planning, forecasting, budgeting, and consolidation.
  • Excellent written and verbal communication skills with the ability to communicate complex information to both financial and non-financial stakeholders.
  • Please note :

    We occasionally close vacancies early in the event that we receive a high volume of applications. Therefore we recommend you apply as soon as possible.

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