Global FP&A Leader
At Qualtrics, we create software the world’s best brands use to deliver exceptional frontline experiences, build high-performing teams, and design products people love. But we are more than a platform—we are the creators and stewards of the Experience Management category serving over 20K clients globally. Building a category takes grit, determination, and a disdain for convention—but most of all it requires close-knit, high-functioning teams with an unwavering dedication to serving our customers.When you join one of our teams, you’ll be part of a nimble group that’s empowered to set aggressive goals and move fast to achieve them. Strategic risks are encouraged and complex problems are solved together, by passing the mic and iterating until the best solution comes to light. You won’t have to look to find growth opportunities—ready or not, they’ll find you. From retail to government to healthcare, we’re on a mission to bring humanity, connection, and empathy back to business. Join over 5,000 people across the globe who think that’s work worth doing.
Global FP&A Leader
Why We Have This Role
As Qualtrics continues our rapid growth and expansion, we are seeking a seasoned financial leader to drive our financial strategy and operations. The Global Head of FP&A will play a pivotal role in shaping our future by providing critical financial insights, optimizing resource allocation, and supporting strategic decision-making. This role will be instrumental in ensuring our continued success and scaling our business to new heights.
How You’ll Find Success
To excel in this role, you will need to be a strategic thinker, a skilled communicator, and a strong leader. You will need to build and lead a high-performing team, foster strong relationships with key stakeholders, and deliver accurate and timely financial analysis. Your ability to navigate complex financial challenges, identify opportunities, and drive operational excellence will be essential.
How You’ll Grow
As the Global Head of FP&A, you will have the opportunity to make a significant impact on our company's financial performance. You will be exposed to a wide range of financial challenges and opportunities, and you will have the chance to develop your leadership skills and expand your knowledge of the technology industry. We are committed to your professional growth and will provide you with the resources and support you need to succeed.
Things You’ll Do
- Lead global financial planning processes, including annual operating plan, monthly forecasting, and long-term strategic plan
- Collaborate across senior leadership team, including the CEO, to build the plan, drive alignment to the plan and execute against the plan
- Present the financial plan as well as quarterly updates to the Executive Team and Board of Directors
- Establish and monitor key performance indicators for the business and provide financial analysis regarding key business trends and market environment
- Works closely with the CPO, CSO on Technology Sales, Services, Partners and business operations
- Leads the development of the medium and long-term revenue and P&L forecast, with a particular focus on emerging growth sectors
- Review, implement and maintain our hiring and OPEX model working in close partnership with People team and key department leaders to prioritize appropriately to maximize growth
- Implement and maintain insightful and relevant financial reporting package and dashboards for stakeholders
- Design and maintain financial technology tools to support global F&S (FP&A) processes, including Planning and other dashboard technologies. Consider other innovative approaches to F&S, including AI and RPA
- Create weekly and monthly reporting to clearly identify variances to forecast and budget, provided in a clear and action-oriented format to drive decisions in close partnership with global accounting team
- Work closely with Treasury and Tax regarding capital structure, tax strategy and cash flow forecasting
- Support M&A function, including deal evaluation, modeling, due diligence, and integration, working closely with business development and other stakeholders
- Closely partner with CFO on Investor and Lender Relations to position the client to stakeholders and prospective stakeholders. Build narrative and rationale of financial trends, develop quarterly and annual guidance, and advise on all financial matters needed for investors and lenders
- Seek out external trends and factors and incorporate into forecasting process, both directly and indirectly
- Lead a team of 30+ financial professionals and people leaders
- Bachelor’s (required) or Master’s degree in Accounting, Finance or other relevant fields (preferred)
- 15+ years of financial leadership experience, and a minimum of 5 years global F&S / FP&A responsibilities and public company experience required
- Investment Banking or Corporate M&A experience
- Experience working in technology industry; and digital media a plus
- Proven track record of financial partnership with key executives to drive business growth
- Analytical, data driven decision maker with strong financial acumen and drive for results
- Excellent communicator and presenter with an ability to influence all levels
- Demonstrated ability of building and leading a diverse, high-performing team
- Ability to work in a dynamic, rapidly changing environment
- Highly collaborative team player
- Experience with small and large group presentations
- Strong financial modeling, Adaptive, Excel and PowerPoint and presentation skills
- We collaborate to get things done
- We come up with solutions rather than dwelling on problems
- We ask questions and lean in to help - we’re all in this together
Our FP&A team is a dynamic and collaborative group of professionals who are passionate about driving financial success. We are committed to providing accurate and timely financial information to support strategic decision-making. We value innovation, teamwork, and a strong work ethic. If you are a highly motivated and results-oriented individual, we encourage you to apply.
The Qualtrics Hybrid Work Model: Our hybrid work model is elegantly simple: we all gather in the office three days a week; Mondays and Thursdays, plus one day selected by your organizational leader. These purposeful in-person days in thoughtfully designed offices help us do our best work and harness the power of collaboration and innovation. For the rest of the week, work where you want, owning the integration of work and life. Qualtrics is an equal opportunity employer meaning that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other protected characteristic. Applicants in the United States of America have rights under Federal Employment Laws:Family & Medical Leave Act,Equal Opportunity Employment,Employee Polygraph Protection Act Qualtrics is committed to the inclusion of all qualified individuals. As part of this commitment, Qualtrics will ensure that persons with disabilities are provided with reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please let your Qualtrics contact/recruiter know. Not finding a role that’s the right fit for now? Qualtrics Insiders is the one-stop shop for all things Qualtrics Life. Sign up for exclusive access to content created with you in mind and get the scoop on what we have going on at Qualtrics - upcoming events, behind the scenes stories from the team, interview tips, hot jobs, and more. No spam - we promise! You'll hear from us two times a month max with fresh, totally tailored info - so be sure to stay connected as you explore your best role and company fit.