IPC Systems · 1 day ago
SVP, Strategic Planning & Analysis
New York City
Full-time
Hybrid
Director/Executive
15+ years expIPC is a fintech company that focuses on the human element, supporting local markets with advanced cloud-based trading communications and managed connectivity solutions. The SVP, Strategic Planning & Analysis will lead enterprise FP&A, partner with the Executive Team, and drive strategic planning and capital allocation to enhance operational efficiency and growth.
Communications InfrastructureFinancial ServicesTelecommunicationsTrading Platform
Responsibilities
Lead the 3–5 year long-range plan and annual operating plan; run the enterprise planning cadence (budget, forecast, QBRs, Board prep) with scenario and capacity planning
Direct the global FP&A organization; manage the VP, FP&A and senior leaders across Corporate/BUs, Revenue/Cost Analytics, and Workforce Planning
Drive disciplined capital allocation and portfolio management (build/buy/partner, stage-gates, hurdle rates, NPV/IRR) aligned to ROI, cash, and risk
Establish a single source of truth and KPI ecosystem; set forecasting frameworks for ARR/MRR, NRR/GRR, churn/retention, CAC/payback/LTV, gross margin, and cash flow with driver-based models linking bookings → ARR → revenue → cash
Partner with Product, Sales, and Operations on pricing & packaging (e.g., good/better/best; usage/seat), monetization experiments, unit-economics optimization, and ARR growth—including attach/expansion for Connexus® and Unigy®
Lead performance management: variance/root-cause reviews and monthly/quarterly business reviews; deliver concise, insight-rich narratives to the CFO, CEO, Board, and private-equity sponsors
Own strategic finance for M&A and partnerships—market screening, diligence, valuation/deal modeling—and lead integration planning, synergy realization, and post-close tracking
Advance planning and analytics systems (e.g., Adaptive/Anaplan, NetSuite, Power BI/Tableau); automate reporting and strengthen data governance
Conduct market sizing, segmentation, geo-expansion, and competitive/regulatory analysis to inform strategy and risk posture; build retention/expansion playbooks with CS and Product
Recruit, develop, and inspire a high-performing, diverse team; model IPC values and a culture of accountability, data quality, and continuous improvement
Qualification
Required
Bachelor's in Finance/Econ/Engineering (MBA preferred)
15+ years in B2B SaaS/fintech leading Corporate Strategy & FP&A with full LRP/AOP ownership across global P&Ls
Experience with PE-style value creation—commercial/operational diligence, LBO/returns modeling, capital structure/covenants, and board/sponsor engagement
Driver-based models, scenario/sensitivity and cohort/retention analytics; mastery of SaaS economics & KPIs (ARR, NRR/GRR, CAC payback, LTV/CAC, product-level gross margin)
Value-based pricing/packaging; A/B & multivariate testing with measurable impact on revenue, margin, and retention
Expert Excel; strong BI (Tableau/Power BI) and executive dashboards; working SQL; board-grade storytelling that distills complexity and influences ELT decisions
End-to-end operator who partners with Product, Sales/GTM, Finance, Ops, and Compliance; builds/scales lean, high-performing teams; sets OKRs/KPIs and durable operating rhythms; leads M&A and integration from pipeline through post-close value capture
Understanding of FP&A systems/software with experience in using and implementing systems such as Oracle, SAP, etc
Preferred
Top-tier strategy consulting (Manager/Principal+) and/or corporate strategy leadership in a scaled SaaS company
MBA or advanced degree in a quantitative or business discipline
Hands-on data aptitude from basic SQL and comfort partnering with data engineering/analytics to define metrics and pipelines
Product & GTM partnership experience shaping product roadmap trade-offs, packaging/entitlements, and revenue operations alignment
M&A experience through sourcing, strategic diligence, and post-close operating model/integration planning
Modern cloud economics through understanding of COGS levers (compute, storage, egress), FinOps practices, and cost-to-serve optimization
Global leadership success operating across regions/time zones
Benefits
Competitive Base Salaries
Medical, Dental and Vision
100% Employer Paid Short/Long Term Disability, AD&D and Life Insurance Coverage
Limited & HealthCare Flexible Spending Accounts
Dependent Care Flexible Spending Account
Health Savings Accounts with Employer Contributions
Pet Insurance
Legal Insurance
Critical Illness, Hospital Indemnity and Accident Coverage
Commuter Benefits
Medicare Services Education program
Financial Wellness Account Fiduciary and Training
Identity Theft Insurance
401(k) and Roth plan with matching contributions
Flexible PTO, Sick Pay and Public Holidays
Additional Time off for Charity Work and Volunteering
Tuition Reimbursement
Certification Bonus Program
Access to “IPC University” our Internal E-Learning Platform
Structured Onboarding Training and Peer Mentor Support
Parental Leave Policy
Free Mental Health Wellness Programs, Tools, Coaching and Free therapy sessions
Employee Referral Scheme
Company
IPC Systems
IPC Systems is a consulting company that provides and services voice communication systems for financial companies.
1001-5000 employees
H1B Sponsorship
IPC Systems has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (8)
2024 (7)
2023 (10)
2022 (14)
2021 (11)
2020 (14)
Funding
Current Stage
Late StageTotal Funding
unknown2024-01-09Acquired
Leadership Team
Kurt Adams
Chief Executive Officer
Steve Stiglick
Senior Operations Manager - Japan & Korea
Recent News
2026-01-06
Company data provided by crunchbase