About this role
With unmatched technology and category-defining innovation, Icertis pushes the boundaries of what’s possible with contract lifecycle management (CLM). The AI-powered, analyst-validated Icertis Contract Intelligence (ICI) platform turns contracts from static documents into strategic advantage by structuring and connecting the critical contract information that defines how an organization runs. Today, the world’s most iconic brands and disruptive innovators trust Icertis to fully realize the intent of their combined 10 million contracts worth more than $1 trillion, in 40+ languages and 93 countries. Who we are: Icertis is the only contract intelligence platform companies trust to keep them out in front, now and in the future. Our unwavering commitment to contract intelligence is grounded in our FORTE values—Fairness, Openness, Respect, Teamwork and Execution—which guide all our interactions with employees, customers, partners, and stakeholders. Because in our mission to be the contract Financial Planning, Budgeting & Forecasting - Own the annual operating plan, quarterly reforecasts, and monthly performance tracking for PS Revenue and for COGS, R&D, and G&A cost centers. - Develop and maintain driver‑based financial models that link operational metrics (headcount, cloud usage, vendor spend) to financial outcomes. - Partner closely with Accounting team to ensure forecast integrity, accurate actuals tracking, and consistent P&L presentation. - Lead variance analysis (Actuals vs. Budget/Forecast) with clear, actionable commentary for senior leadership. Strategic Business Partnership - Act as the primary finance business partner to Delivery, Engineering, Product, Infrastructure/Cloud, and Corporate Functions. - Influence resource allocation decisions by evaluating ROI of R&D investments, productivity trends, and spend efficiency. - Support executive decision‑making through scenario modeling, sensitivity analyses, and ad‑hoc strategic analyses. - Help establish financial rigor and discipline while maintaining agility typical of high‑growth SaaS organizations. Margin Analysis & Value Creation - Drive gross margin improvement initiatives, including: - COGS classification and cost transparency - Cloud infrastructure and vendor cost optimization - Cost allocation methodologies across products and platforms - Identify and quantify opportunities to improve EBITDA margin, working cross‑functionally to balance growth investments with operating leverage. - Build long‑term models that link margin expansion initiatives to overall enterprise value creation, consistent with pre‑IPO expectations. Executive & Board‑Level Support - Prepare clear, concise executive‑ready presentations for leadership and board reviews covering financial performance, outlook, and key risks/opportunities. - Contribute to long‑range planning (LRP) and multi‑year models supporting capital planning and IPO readiness. - Ensure financial insights are translated into intelligible narratives for non‑finance stakeholders. Process, Systems & Team Development - Continuously improve FP&A processes, tools, and reporting cadence to support scale. - Drive automation and standardization using FP&A systems, BI tools, and advanced Excel/Sheets models. - Mentor and review work of analysts and managers, helping build and maintain a high‑performing FP&A team aligned with public‑company standards