Client: Information Services/Research Firm Role: SVP, FP&A (Interim to Hire) Pay Rate: $200/hr - $250/hr
Location: Midtown, Manhattan (*Hybrid - 3 days a week in office - 2 days WFH*)
Key Responsibilities
Public Company Planning, Forecasting & Earnings Cycle
- Earnings & Board Preparation: Partner with the CFO, Corporate Controller, and Investor Relations to prepare quarterly earnings scripts, investor presentations, Q&A prep books, and Board of Directors decks.
- Public Guidance & Consensus: Lead the development of financial guidance provided to Wall Street analysts; monitor consensus estimates, analyze analyst models, and manage variance tracking against Wall Street expectations.
- Corporate Long-Range Planning: Drive the annual budgeting process, continuous 12–24 month rolling forecasts, and long-term 3–5 year financial strategies across all business units.
- Capital Allocation Strategy: Model strategic growth initiatives, M&A, share buyback programs, dividend policies, debt financing, and capital expenditure ROI to optimize total shareholder return (TSR).
Cross-Functional Analytics & Commercial Strategy
- Operating Performance & KPIs: Establish, analyze, and communicate key operating metrics, non-GAAP metrics, unit economics, and operational trends across all revenue streams and business units.
- Scenario Planning & Risk Management: Develop high-level sensitivity models and scenario analyses to proactively manage macroeconomic exposure, inflation, foreign exchange (FX) risk, and operational shifts.
- Commercial Support: Partner with Sales, Product, Marketing, and Supply Chain leadership to refine pricing frameworks, cost structure optimization, and profitability by segment/geography.
Governance, Compliance & Technology
- SOX & Internal Controls: Ensure strict compliance with Sarbanes-Oxley (SOX) guidelines across all FP&A modeling, forecasting tools, data governance, and public reporting support processes.
- Finance Tech Stack Transformation: Lead the evaluation, deployment, and optimization of enterprise planning tools (e.g., Anaplan, Workday Adaptive Planning, Hyperion/Oracle EPM, Pigment) and modern Business Intelligence tools to accelerate reporting speed and accuracy.
- Executive Leadership & Development: Recruit, retain, and elevate a high-performing, agile FP&A organization capable of scaling alongside global business operations.
Qualifications & Requirements Must-Have Experience
- 15+ years of progressive corporate finance experience, with at least 5+ years in a senior executive leadership role (VP or SVP) within a publicly traded company.
- Direct involvement in the public company earnings cycle, including guidance setting, consensus tracking, investor engagement prep, and collaboration with Investor Relations.
- Demonstrated experience working with Boards of Directors, Audit Committees, and Wall Street coverage frameworks.
- Strong understanding of GAAP/non-GAAP reconciliations, SEC reporting requirements (10-K/10-Q support), and SOX internal control frameworks.
Education & Certifications
- Bachelor’s degree in Finance, Accounting, Economics, or related quantitative field.
- MBA and/or CFA / CPA strongly preferred.
Technical & Leadership Skills
- EPM & ERP Expertise: Extensive hands-on and oversight experience with enterprise-grade EPM software (Anaplan, Oracle Hyperion/EPM, Workday Adaptive) and ERP systems (SAP, NetSuite, Oracle).
- Corporate Finance Mastery: Expert financial modeling capabilities, deep familiarity with three-statement mechanics, debt covenant tracking, and corporate valuation techniques.
- Executive Communication: Exceptional verbal and written presentation skills - able to turn intricate financial analysis into compelling, clear executive and board-level narratives.
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