About TRG Screen
TRG Screen, a Vista Equity Partners portfolio company, is the leading provider of enterprise subscription management solutions. Headquartered in New York City, NY, USA and founded in 1998, TRG Screen's modern solutions provide actionable insights into spend and consumption patterns, providing customers with complex and expensive subscriptions with clear visibility into their spend, usage, and compliance, against a backdrop of increased cost pressure. TRG Screen currently serves more than 500 financial services organizations, law firms, and global enterprise customers that jointly manage over $8.5 billion in subscription spend.
TRG Screen is the leading provider of market data and subscription management technology and automation solutions, tailored to the unique needs of financial institutions and legal firms. Our integrated suite of solutions includes market data and subscription spend management, usage management, compliance reporting, and comprehensive managed services, which hundreds of clients worldwide use to remove cumbersome and inaccurate manual processes and gain control over market data and subscription costs at scale. For more than 25 years, TRG Screen has enabled businesses who rely on market data to monitor and strategically manage spending and usage of data and information services, including market data, research, software licenses, consulting and other necessary corporate expenses. TRG Screen solutions give decisionmakers full transparency into subscription spend and usage, enabling them to proactively manage subscription costs at scale, conduct more informed vendor negotiations, improve governance, and avoid unnecessary spending on these mission-critical business services. TRG Screen is headquartered in New York City, with offices in Europe and Asia, as well as a 24x7 client support center in Bangalore, India.
As a member of the TRG Screen Senior Leadership Team, our Global Head of Financial Planning and Analysis is responsible for leading all financial planning activities for the business, driving high quality decision making across the company, communicating financial results and trends, and modeling complex scenarios. This role will lead and continue to build our FP&A function to ensure we're developing a scalable approach to long-term planning, strategic corporate finance, financial operations, international and more. This role requires thought leadership and business partnering with C-Level executives to drive financial performance, strategy and execution. This role is responsible for building and developing a high performing team, with numerous business complexities. This role will be in located in New York and will report directly into the CFO. To be successful in this role, you should be detailed-oriented and possess a combination of strong quantitative abilities, business acumen, and communication skills.
Primary Responsibilities
- Develop and implement robust procedures that create value for the business through accurate, timely, and relevant financial reporting, measurements, forecasts, plans, projections and business analysis.
- Lead all financial planning activities for the business by partnering with executives and other key leaders across the company
- Drive process improvements and implement best practices in financial planning and analysis with an eye towards scalability and automation
- Partner with cross-functional teams to provide insights and recommendations on financial performance and business strategy
- Utilize consistent decision-making frameworks and ROI analysis to enable decision making and to influence prioritization of key investments
- Monitor key performance indicators (KPIs) and develop dashboards to track business performance and influence business strategy in partnership with revenue / customer operations teams
- Actively participate in investor relations related activities and own all bank/board reporting, strategic analysis and operating performance narratives
- Interface with the accounting team to ensure accuracy of financial reporting and commissions processes; lead analysis of operating and financial results as part of the monthly reforecast process and ensure accurate and timely completion of all deliverables
- Support with the evaluation and analysis of corporate development and strategic partnership initiatives, including M&A
Immediate Priorities
- Facilitate the company's annual planning process, monthly and quarterly re-forecasting, management and Board reporting, and financial partnership to the organization.
- Review and improve current P&L forecasting with understanding of above and below the line drivers
- Create and prepare a balance sheet and cash flow forecast resulting in both a short-term view and a top down model for 3-5 year views
Requirements
- At least 8 years of functional experience with increasing levels of responsibility, with at least 3 years of prior experience leading the FP&A function, including global teams.
- Deep familiarity with global financial accounting, modeling, and analysis.
- Operating experience in a B2B, enterprise software and technology environment. SaaS experience is highly preferred.
- Track record of success in a private equity-backed company or other fast paced, high growth environment with revenues between $75-150 million.
- This position requires the ability to work onsite at the New York City office/headquarters 1-2 times per week.
- Exceptional analytical, creative problem solving, and financial modeling skills with the ability to analyze raw data, draw conclusions, and develop actionable recommendations.
- Bachelor's degree in finance or accounting; advanced degree in Finance/Data Analytics and/or CPA preferred.
- Excellent communication skills, able to partner effectively and engage internal stakeholders with strong business and strategic judgment.
- Aptitude and enthusiasm for complex problem solving, with advanced Excel skills and affinity for managing large and complex data sets.
- Experience with capital structure management preferred, both equity and debt.
- Brings a collaborative and partnership-oriented style, with the ability to work cross functionally and manage competing organizational priorities and agendas.
- High integrity and ethics; style and behavior aligning with TRG Screen's core values around collaboration and transparency.
- Ability to travel internationally, as necessary.
- Understand and utilize NetSuite for budgeting and forecasting.
- Understand data and process flows to enhance efficiency and support business initiatives.
Additional Duties and Helpful Attributes
- Strategic thinker across competitive strategy, business models and financial management.
- Demonstrated ability to build, mentor and develop a team.
- Develop ad-hoc analyses which enable strategic decision making and maximize ROI.
- Strong written and presentation skills with advanced PowerPoint skills a plus.
- Strong executive presence with the ability to lead change and drive execution.
- Ability to navigate and thrive in a fast-paced, constantly evolving, and often ambiguous.
- Intellectually curious and able to think deeply and qualitatively about business problems, breaking down issues and presenting solutions.
- Collaborative with a track record of building strong internal and external relationships.
- Analytical and metrics-driven, regularly leveraging data to support business decisions.
- Thinks creatively and are highly driven and self-motivated.
- Strong operational and project management skills.
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