Financial and Operational Planning (FOP) Manager, Transformation Office
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 18K 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 6,000 people across the globe who think that’s work worth doing.
Financial and Operational Planning (FOP) Manager, Transformation Office
Why We Have This Role
The Financial and Operational Planning (FOP) Manager will focus on ensuring the transformation program is designed and executed in a way that maximizes the associated financial benefits. The primary responsibility will be to identify the highest levers to drive financial impact (unblocking ACV, minimizing cost) across the Lead-to-Cash value stream. The FOP Manager will be a core member of the centralized Transformation Office, contributing to the sizing and prioritization of initiatives to drive the desired outcomes.
How You’ll Find Success
- Creates strong internal partnerships and trust across all levels of Qualtrics
- Understands the key financial and operational drivers of Lead to Cash value stream
- Clearly Quantifies and communicates financial and operational measures and objectives to key stakeholders
- Establishes a financial and operational programme tracker to report on realized benefits to the Steering Committee and wider organization
- Continuous exposure to C-suite interactions and decision-making
- Ability to develop knowledge and expertise across many functions of the organization
- Opportunity to influence decision-making at the highest level of the organization on the most strategic initiatives that will underpin the success of Qualtrics
- Analyze and identify key value drivers that contribute to Sales Reps efficiencies
- Assess financial implication of each initiative (cost, potential ACV impact, etc.)
- Help budget and resource transformation initiatives
- Track, monitor and report on financial performance of lead to cash redesign
- Drive alignment between strategic financial goals and program operational metrics
What We're Looking For On Your Resume
- Advanced financial and operational analytical skills
- Good understanding of lead to cash process
- Ability to develop business cases
- Ability to set up a reporting mechanism to track program benefits
- Ability in driving prioritization and trade-off scenarios and conversations with various stakeholders
- Problem solvers who can think strategically as well as execute
- High-performing individuals across different functions
- Focused on getting the right answer as quickly as possible; bias for action and frequent, productive debates
- Unified focus on the overall success of the transformation efforts; team members lean in with their strengths and roll up their sleeves, regardless of their job description
- Highly-trusted team by C-suite
- Work/life balance high priority
- Flexible working mode to fit with personal commitments and context