Milestone Technologies, Inc.

Senior Director, Financial Planning & Analysis

Milestone Technologies, Inc.  •  Phoenix, AZ (Onsite)  •  4 months ago
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Job Description

In this role, the Senior Director of you will oversee all Corporate Finance, Accounting, support, Operations, and Business Intelligence (BI) activities and manage a global team of ten, with a vast majority of the team in India. In this position, you will work closely with executive team members, including but not limited to the Chief Revenue Officer, Operations SVPs, the Chief Technology Officer, and their respective teams. This role reports to the Chief Financial Officer and requires up to 10% travel both domestically and internationally.

How You Will Make An Impact:

  • Own & manage all aspects of:
    • Corporate Financial Planning & Analysis, including annual operating planning cycles, quarterly forecasts, long-range planning, Financial Unit models, and Monthly Investor reporting & analysis
    • Providing Finance support to Sales and Operations, including Monthly Top Customer and Segment P&L reviews, Flux analysis, Weekly sales bookings, pipeline, and Profitability drivers coupled with gross margins improvement plans
    • BI reports, dashboards, and weekly KPIs across Finance, Sales, Operations, and Talent Acquisition organizations
  • Ensure compliance, accurate reporting, and revenue recognition
  • Oversee M&A integration as it impacts planning, monthly reporting, ERP and BI systems, and data management for historical and ongoing trends reporting. Occasionally support in pre-close diligence
  • Support RFP requests including but not limited to financial models, pricing, bid strategy, total value analysis, and presenting financials to the RFP review team (CEO, CFO, CRO, and Operations SVPs).
  • Bring financial acumen for new service lines or segments, including but not limited to go-to-market, pricing scenarios, forecasts, and launch readiness from Finance; e.g., coordinating with Billing/Revenue and Accounting
  • Continue to develop and mentor the India Shared Services team
  • Identify and prioritize initiatives that strengthen and automate end-to-end financial and operational improvements, KPIs, and reporting
  • Assist the CFO with ad-hoc projects and other responsibilities as required.

What You Will Need To Succeed:

  • A minimum of twelve (12) years of corporate finance experience working in services or technology industries
  • A minimum of five (5) years working in a business management or leadership capacity
  • A Bachelors degree in Finance or a related field; a MBA or CPA highly desired
  • Be self-directed and highly motivated, with the decisiveness and flexibility necessary to operate successfully in a changing, rapid-growth, and hands-on environment
  • A critical eye for details and results; must be highly metrics driven
  • Proficiency with ERP and BI tools required, such as NetSuite, Tableau, Anaplan, or similar platforms
  • Must have a high level of interpersonal skills; have the ability to interact and communicate with a diverse audience at all levels of the organization
Milestone Technologies, Inc.

About Milestone Technologies, Inc.

Milestone Technologies is a global IT Services and Digital Solutions company based in Silicon Valley that helps hundreds of leading corporations deliver technology around the globe.

We work with the world’s leading companies to deliver services and technologies at scale, accelerate digital operations, develop innovative applications, and drive efficiencies throughout their organization.

Milestone is focused on building an employee-first, performance-based culture, and for over 25 years, we have demonstrated a history of supporting category-defining enterprise clients that are growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital Workplace Services, Private Cloud Services, AI/Automation, and ServiceNow.

Milestone culture is built to provide a collaborative, inclusive environment that supports employees and empowers them to reach their full potential.

Follow us on:

Facebook: https://www.facebook.com/MilestoneTechnologiesInc

Twitter: https://twitter.com/MilestoneTech

Blog: https://milestone.tech/blog/

Industry
IT & Software
Company Size
1,001-5,000 employees
Headquarters
Fremont, California
Year Founded
1997
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