The Role
Lead FP&A for G&A: build public-company-ready forecasts, financial models, CAPEX planning, budget-to-actual reporting, KPI/driver analysis, cost/ROI analysis, support IPO readiness and accounting standard adoption, and maintain Anaplan.
Summary Generated by Built In
Responsibilities:
- Drive predictability into a rapidly growing business through public-company-ready P&L forecasting, monitoring, and reassessment for the General & Administrative (G&A) functions.
- Perform financial modeling to support multi-year planning, expense and investment ROI analysis, and key strategic decisions.
- Work closely with key operational teams to ensure accurate reporting and well-controlled expense management along with monthly reporting on budget-to-actual to the CAO/CHRO/CLO/CISO.
- Delivery timely expense and resource insight, key driver analysis and leading/lagging KPIs.
- Identify opportunities for higher return on investment and cost savings.
- Partner across functional teams to tie expenses to operational objectives and drive continuous improvement in financial and operational performance.
- Provide analytical support to ensure accurate financial reporting and high-quality public-company ready accounting close.
- CAPEX budget and forecast.
- Key role in supporting IPO-readiness, including adoption of critical accounting standards.
- Juggle multiple ad hoc requests and demands requiring the ability to quickly shift focus as necessary.
- Assist in maintain Anaplan, our financial planning platform.
Responsibilities
Skills and Qualifications:
- Degree in finance, accounting, or related field; CFA/CA and/or MBA preferred.
- 10+ years of experience as a financial analyst in an IT product industry.
- Strong understanding of US GAAP, including ASC 606/842.
- Strong track record of working with C-suite business partners as primary point of contact to deliver results including the ability to persuade with data.
- Demonstrated ability to build and manage financial models for business forecasting, variance analysis, and problems.
- Advanced experience building financial models in Excel.
- Preferred software experience includes NetSuite and Anaplan. Experience implementing systems and/or Anaplan certification a plus
- An eye towards continuous process improvement including the ability to innovate and simplify both finance and operational processes
- Strong communication and stakeholder management skills.
Skills Required
- Degree in finance, accounting, or related field
- CFA, CA, and/or MBA
- 10+ years of experience as a financial analyst in an IT product industry
- Strong understanding of US GAAP, including ASC 606 and ASC 842
- Proven experience as primary point of contact to C-suite stakeholders
- Ability to build and manage financial models for forecasting and variance analysis
- Advanced financial modeling experience in Excel
- Experience with NetSuite
- Experience with Anaplan (maintenance, implementation or certification a plus)
- Experience driving continuous process improvement in finance/operations
- Strong communication and stakeholder management skills
Icertis Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Icertis and has not been reviewed or approved by Icertis.
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Fair & Transparent Compensation — Pay is described as competitive in select roles and markets, and bands for functions like sales and engineering often track broader tech‑market levels. This points to compensation that can align well with market for certain functions and geographies.
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Retirement Support — A 401(k) with company match is employer‑verified in the U.S., indicating solid retirement benefits in core markets. This provides a clear foundation of long‑term financial support.
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Leave & Time Off Breadth — Vacation and paid time off are employer‑verified in the U.S., and programs such as “7 Days for Humanity” and an additional July 4th break extend time‑off options. Together these elements reflect a broad mix of leave offerings beyond standard PTO.
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The Company
What We Do
With unmatched technology and category-defining innovation, Icertis pushes the boundaries of what’s possible with contract lifecycle management (CLM). The AI-powered, analyst-validated Icertis Contract Intelligence (ICI) platform turns contracts from static documents into strategic advantage by structuring and connecting the critical contract information that defines how an organization runs. Today, the world’s most iconic brands and disruptive innovators trust Icertis to fully realize the intent of their combined 10 million+ contracts worth more than $1 trillion, in 40+ languages and 90+ countries.
