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Sr Director Investment Strategy

Company: ExecuNet
Location: Palo Alto
Posted on: April 10, 2021

Job Description:

This leadership role works closely with our board of directors, CEO, CFO and executive leadership on driving strategy and evaluating, assessing, & prioritizing investments across the company. Our mission is to help Company identify and invest in the right opportunities, with deliberate thought and a committed focus on capital allocation, investment prioritization and value creation. We pursue this mission through strategic activities focused on:

  • Today: annual strategy planning, capital structure, shift to SaaS business model, portfolio prioritization and assessment, stakeholder narrative, return on organic and inorganic investment
  • Tomorrow: business strategy, long-range planning organic investments in long-term bets and new categories (R&D innovation, new business models)
  • Longer-term: M&A, strategic partnerships, environmental, social and governance approach (ESG)Job Role and Responsibility We are searching for a talented, dynamic individual to lead our Investment Strategy team. The successful candidate will provide thought leadership and drive strategy projects to support the top company priorities. Reporting to the Senior Vice President, Finance Strategy and Operations, the Senior Director of Investment Strategy will oversee a team of 20 people distributed mostly in the United States and Costa Rica. You will be responsible for actively partnering with peers across finance (R&D, sales, corporate, investor relations, corporate development) as well as across the business (R&D, sales, customer experience, legal, HR and comms, among others) to design, define and execute our long-term company strategy. Core Responsibilities:
    • Create and lead projects or major workstreams focused on Company's strategy, capital allocation, invest prioritization and key corporate priorities
    • Structure and solve business problems by collaborating with key internal stakeholders across the company - including R&D, sales, corporate development and finance
    • Develop detailed quantitative and qualitative analysis to support findings and recommendations
    • Communicate findings and recommendations to senior management, including the board of directors and executive management including Company's CEO
    • Handle several high-priority projects/workstreams concurrently
    • Recent projects with active leadership by this team include: public company M&A processes (acquisitions of Pivotal and Carbon Black), business model transitions (from license to SaaS and subscription), strategic investigations alongside our business units, portfolio prioritization, investor relations narrative, balance sheet structure (discussions with ratings agencies).
    • On-going activities led by this team include: annual strategic planning and long-range planning, finance support for our embrace of ESG (environment, sustainability and governance), core FP&A support activities for emerging business units (Telco business unit, blockchain business unit, office of CTO)Required Skills The ideal candidate will have held a similar role leading an at-scale investment strategy team at a global technology firm. Team members include backgrounds at top-tier management consulting, investment banking, private equity or similar corporate and investment strategy roles. In terms of performance and personal competencies, we would highlight the following:
      • Courage and conviction to own and drive disruptive approaches to business models and strategy
      • Strong motivational leader of global and remote teams
      • Ability to define and translate vision into actionable plans in an inclusive team-oriented manner
      • Aptitude to build relationships and use influence with internal customers
      • Ability to influence and achieve alignment across a range of different opinions and interests
      • Exceptional communication, listening, and negotiation skillsPreferred Skills
        • An open and creative approach to surfacing and tackling challenges across the enterprise, with stakeholders across the company
        • Deep SaaS business model knowledge as Company accelerates its shift, including drivers and metrics
        • Confidence to lead global teams at scale and develop talent while driving business outcomes under pressure and time constraints.

Keywords: ExecuNet, Palo Alto , Sr Director Investment Strategy, Accounting, Auditing , Palo Alto, California

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