The Opportunity
As the Vice President of Financial Planning & Analysis (FP&A), you will lead all aspects of the FP&A organization. The VP of FP&A will be a key strategic partner within our organization, responsible for overseeing the financial planning processes, providing strategic insights, and driving business performance through effective financial analysis. This role requires a seasoned finance professional with a strong background in financial modeling, forecasting, and strategic planning. You will be part of an impactful finance leadership team.
The Team
This role is located in our Santa Clara office 3+ days a week and will report to our CFO, Greg Henry. Our FP&A organization consists of two teams: Corporate FP&A and Commercial FP&A, with team members primarily located in the US, and some in India and the UK.
The Role
Strategic Leadership:
- Lead the FP&A function, including budgeting, forecasting, financial modeling, and long-term strategic planning
- Partner with senior executives and departmental leaders to provide financial insights and support decision-making processes
- Provide thought leadership around understanding business and market drivers and their impact across the business and different functions
Financial Planning & Analysis:
- Develop and oversee the annual budgeting process and quarterly forecasting
- Analyze financial performance, identify trends, and provide actionable recommendations to improve profitability and operational efficiency
- Leverage deep financial insights and advanced modeling techniques to help drive business decisions and align financial goals with the company’s strategic objectives
Reporting & Communication:
- Prepare and present financial reports and analyses to the executive team and board of directors
- Significant involvement with our investor relations team, including participation in earnings calls and investor interactions
- Communicate complex financial information clearly and effectively to stakeholders
- Key partner and advisor to executive staff and leadership teams on all financial planning and analysis related activities
What you’ll need (Capabilities)
- Lead The Business:
- 15+ years of Corporate Finance experience, preferably in a hyper-growth software environment
- Bachelor's degree in Finance, Accounting, Business Administration, or related field; MBA preferred
- Strong organizational leadership skills with the capability to build a vision and strategy aligned to business objectives
- Well versed in software business models, such as subscription and consumption
- Strong relationship management skills with the ability to be a trusted advisor to the executive team and Board of Directors
- Informed perspective that balances near-term performance and long-term success
- Strong business acumen; understands business strategy, functions, markets, and risks
- Experience in assessing competitors and potential M&A targets
- Ability to help evolve the business model and related KPIs over time
- Strong ability to communicate the Couchbase story, well beyond the financials
- Potential to be a successor to the CFO
- Lead Yourself:
- Demonstrate our company values, particularly an appetite for improvement and integrity
- Ability to combine strategic practices with operational standards
- Strategic mindset with the ability to translate complex financial data into actionable insights
- Strong analytical skills and attention to detail
- Ability to thrive in a fast-paced, dynamic environment
- Drive productivity and results through accountability
- Crisp communicator at all levels
- Lead The Team:
- Attract, hire, develop, and lead a world-class team of finance professionals
- Strong executive leadership skills that will enhance the company’s financial capabilities.