SVP, Strategic Planning & Analysis

TITLE: SVP, Strategic Planning & Analysis  
DEPARTMENT: FP&A

REPORTING TO: CFO 

OFFICE LOCATION: New York, NY 

ROLE TYPE: Hybrid, Full-time 

IPC is a global fintech company that puts people at the center of innovation. With a strong global footprint, we empower financial institutions and capital markets with advanced cloud-based trading communications and managed connectivity solutions. 

Through our portfolio of communications and connectivity solutions, we focus on solving business challenges and adapting to regulatory changes in the fast-paced global financial markets. This enables our clients to maintain consistent market access, a strong competitive advantage, and enhanced operational efficiency. 

Join a team that is dedicated to delivering groundbreaking products and making a significant impact on our clients' success. 

www.IPC.com  

Overview of the Team  

THE FP&A team at IPC is a high impact team. Based primarily in the US with members in EMEA, and collaborators in APAC.  

Role Overview: 

The SVP, Strategic Planning & Analysis reports to the CFO and partners with the CEO and Executive Team to own IPC’s enterprise planning cadence (long-range plan, annual plan, rolling forecast), capital allocation, and portfolio strategy across products, markets, and GTM. This executive leads enterprise FP&A and is a primary partner to the CFO, CEO, Board, and private-equity sponsors as IPC advances its SaaS-first model. The SVP sets the strategic agenda, translates it into measurable OKRs/KPIs, and aligns investments to growth, margin, and cash goals—driving disciplined execution across Sales, Product, Operations, and General & Administrative expenses. The role leads a small, high-impact team, collaborates daily with senior leaders, operates primarily in the U.S. with coordination across EMEA/APAC, and delivers sharper strategic focus, faster decisions, and investments that move the needle on growth, margin, and customer impact. 

Core 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. 

How You Will Make an Impact:  

• Connect strategy to execution to drive sustainable growth, margin expansion, and cash generation as IPC scales its SaaS footprint.
• Set the “north star”: define company metrics and an operating cadence; institutionalize an insight-led planning function.
• Within 12 months, reallocate 15–20% of discretionary spend to top-quartile initiatives using scenario-based gates with targets, leading indicators, and clear kill/scale criteria.
• Launch an executive dashboard to cut time-to-decision by ~30% and reduce plan variance by ≥10%.
• Turn customer and product signals into plays that lift ARR/NRR, reduce churn, and accelerate expansion in priority segments.
• Expand contribution, gross, and operating margins via pricing/packaging, product mix, cloud efficiency, and support intensity— with clear owners and timelines.
• Deliver decision-ready materials for the ELT and Board, and embed SLA/latency, cost-to-serve, and ROI into planning with disciplined post-mortems for closed-loop learning.  

Essential Skills and Experience to be Successful in this Role: 

• 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. 

Desired Skills and Experience: 

• 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.  

What’s in It for You? 

At IPC, your compensation is only part of the package. We are committed to investing in a range of programs and initiatives to improve the overall experience of our employees. In addition to a collaborative, high-performing team environment, we’re pleased to offer benefits including:    

• 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 

Further information about your benefits will be provided during your onboarding process.

Additional Information: 

At IPC, we believe that hybrid working creates an inclusive, flexible environment where employees can perform at their best, and teams can collaborate, innovate, and celebrate successes together. We spend around 60% of our time in the office and around 40% of our time working remotely. Some employees may be required to work from the office or client sites more than 60% of the time, if required by their role and/or client needs.   

Your precise work schedule will be determined by you and your Line Manager before commencement of employment with IPC. 

You can explore more about our culture, offerings and commitment on www.ipc.com/careers/ and www.ipc.com/about-us/about-ipc/. 

IPC’s Work Culture: 

The IPC work culture is one that fosters inclusion, prioritizes innovation, and maximizes potential. We are a global ecosystem, full of diverse people that together made IPC what it is today.  

Our strength as an organization is the sum of our different backgrounds, perspectives, skills and geographies; supported by an ironclad commitment to constructive dialogue and open-mindedness.  

We live and breathe our commitment to innovation by embracing bold ideas, seizing new opportunities and striving for excellence. Our people have continued to deliver ground-breaking solutions to our clients for over 50 years.