VP, Financial Planning and Analysis

Medallia; McLean (VA); On-site; USD 218,000 - 320,000; Full time

Benefits offered by this job

Health insurance (medical)

Dental and vision coverage

401(k)

Short-term and long-term disability

Life and AD&D insurance

Paid parental leave

Paid holidays

Job summary

Medallia seeks a seasoned VP of Financial Planning & Analysis to architect and scale a global FP&A organization in a fast-growing SaaS company. You will lead budgeting, forecasting, and management reporting, partnering with Finance, Revenue, and Operations to drive strategic planning and performance insights.

The role emphasizes multi-year planning, board and lender reporting, and M&A support, with a focus on accelerating growth while building a high-performing, globally distributed finance team.

Qualifications

• 10+ years of experience leading the FP&A function.
• 10+ years of team management experience.
• Strong analytical and financial modeling abilities; able to communicate complex findings.
• Deep familiarity with Cloud/SaaS business models (retention, sales productivity, etc.).
• Experience in private equity environments and/or publicly traded companies.

Responsibilities

• Lead the global FP&A budgeting, forecasting, and management reporting processes in partnership with operational finance teams and business leaders.
• Drive annual budget process and multi-year long-range planning with bookings, billings, revenue, ARR, retention, and cost modeling.
• Own monthly Board reporting and quarterly lender reports, translating data into strategic narratives.
• Oversee Sales Productivity planning and GTM operations with Revenue Operations.
• Collaborate with Finance, Accounting, IT, Revenue Operations, and Deal Desk to improve forecasting and ROI assessments.
• Provide financial modeling, due diligence, and integration support for inorganic growth opportunities.
• Build and scale a high-performing global finance team with clear accountability.

Skills

FP&A leadership

Team management

Analytical & financial modeling

Cloud/SaaS familiarity

Private equity or public company exp

Education

Bachelor’s Degree in Finance or related field

Job description

Overview

Medallia is the pioneer and market leader in Experience Management. Our award-winning SaaS platform, Medallia Experience Cloud, leads the market in the understanding and management of experience for candidates, customers, employees, patients, citizens and residents.

We are more than a software company. We want to be known as a company that does the right thing, no matter the challenge or controversy. We are committed to creating a culture that values every person and every experience. Individual life experiences shape the way we interact with the world, which is why we encourage people to bring their whole selves to work each day. The strength of our global workforce is the most significant contributor to our success.

We believe: Every Experience Matters. Talent is Everywhere. All Belong Here.

At Medallia, we hire the whole person.

Role and Team

Medallia's Vice President of Financial Planning & Analysis is accountable for architecting, scaling, and leading the FP&A organization in a fast-growing enterprise cloud company. This position requires a strategically-minded and accomplished finance professional with consistent results in dynamic, high-growth businesses. The ideal candidate will be a hands‑on yet strategic leader who can oversee all aspects of financial planning and analysis to support future growth. Bringing a strong analytical toolset and proven experience leading the planning and sales productivity activities of a larger complex company is desired.

Responsibilities

• Global FP&A Leadership: Lead the global budgeting, forecasting, and management reporting processes, partnering closely with operational finance teams and business leaders to analyze trends and update forecasts.
• Strategic Planning & Modeling: Drive the enterprise-wide annual budget process and multi-year long-range planning (LRP) models (bookings, billings, revenue, ARR, gross retention, net retention, and variable/fixed costs).
• Board & Lender Reporting: Own monthly reporting packages for the Board of Directors and quarterly reporting for Lenders, translating complex financial data into compelling strategic narratives.
• Sales Productivity & GTM Operations: Oversee global planning, monitoring, and optimization of sales productivity, capacity planning, and data management in partnership with Revenue Operations.
• Cross-Functional Partnership: Collaborate proactively with Finance, Accounting, IT, Revenue Operations, and Deal Desk teams to streamline processes, improve forecasting accuracy, and evaluate ROI on key investments.
• M&A and Corporate Development: Provide financial modeling, due diligence, and integration support for strategic inorganic growth opportunities and corporate transactions.
• Team Development: Build, mentor, and scale a high‑performing global finance team with clear accountabilities and a strong culture of excellence.

Qualifications

Minimum Qualifications

• 10+ years of experience leading the FP&A function
• 10+ years of team management experience
• Bachelor’s Degree in Finance or related field
• Experience working in a private equity environment and/or publicly traded company
• Deep Familiarity with Cloud/SaaS business (retention, rep productivity, sales compensation, services utilization, billable rate per hour, etc.)
• Strong analytical and financial modeling abilities and ability to effectively communicate complex findings, both orally and in written/presentation form

Preferred Qualifications

• Proven financial executive with a track record of engaging & developing a global team and creating an organization known for excellence and strong team culture
• Proven ability to build and foster relationships with senior executives, department heads, and key influencers as a trusted and objective advisor
• Proven ability to attract, recruit, motivate and retain high performing, high potential talent.
• Evidence of creating a strong financial organization with clear accountabilities and a team orientation.
• Previous experience operating within an international footprint, at a global scale

Medallia is committed to equal pay and transparency. The annual base salary range for this position is $217,500 - $320,000. This position is bonus eligible. Please note that the salary range information provided is a general guideline and combines all of the distinct labor markets within the US. It is uncommon for an individual to be hired at or near the top of the range for their role and compensation decisions are dependent on a variety of factors. Medallia considers factors such as (but not limited to) scope and responsibilities of the position, candidate’s work experience, candidate’s work location, education/training, key skills, internal peer equity, external market data, as well as, market and business considerations when making compensation decisions.

Medallia also offers competitive health and wellness benefits, including but not limited to medical, dental, vision, 401(k), short-term and long-term disability, life and AD&D insurance, statutory leaves, paid parental leave, and paid holidays. Benefits and eligibility may vary by location and role.

At Medallia, we celebrate diversity and recognize the value it brings to our customers and employees. Medallia is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age (40 and over), disability, genetic information, veteran status or military service, or any other status protected by state or local law. Individuals with a disability who need an accommodation to apply please contact us at [e-mail]. For information regarding how Medallia collects and uses personal information, please review our Privacy Policies. Applications will be accepted for 30 days from the date this role was posted or until the role has been filled.