Job description
About Ontra
Ontra is the leader in AI-powered solutions for the private markets. Powered by industry-leading AI, data from over 2 million contracts, and a global network of legal professionals, Ontra automates critical private market workflows across the fund lifecycle. Ontra’s solutions transform unstructured data trapped in static documents into actionable intelligence, enabling firms to accelerate contracts, streamline compliance, and automate entity management. Trusted by more than 1,000 global GPs, investment banks, law firms, and advisors – including nine of the top ten PEI-ranked firms worldwide – Ontra helps firms focus on what’s important.
Our Culture
Ontra is a remote-first company that values the power of connection. We find innovative ways to stay connected, both virtually and in person. By promoting ownership, inspiring creativity, and championing collaboration, Ontra enables you to shape your impact and growth. Our commitment to innovation extends beyond our technology; it’s embedded in our culture, and AI plays a crucial role in everything we do.
Our culture is one where belonging is the cornerstone of every interaction, rooted in acceptance and respect for all. Our commitment to inclusion begins at the application process, ensuring a fair and equitable hiring experience that values the unique contributions you bring from day one.
About the Role
Ontra is seeking a Vice President, Financial Planning & Analysis, to lead our financial strategy and planning function.
Reporting to our Senior Vice President of Finance, this leader will drive data informed decision making, providing clear insights and strategic recommendations to our executive team and Board that guide Ontra’s strategy, growth, and operational excellence.
The ideal candidate combines analytical rigor with strategic vision and can translate complex financial data into actionable business insights. They communicate with clarity and purpose, uniting senior stakeholders around shared objectives to drive effective resource allocation and execution of key strategic decisions. They will play a key role in shaping Ontra’s long-term financial trajectory by fostering alignment among cross-functional partners, ensuring transparency in performance, and leading a high-performing FP&A team through a period of continued growth.
What You’ll Do
- Financial Forecasting & Planning: Deliver accurate, timely forecasts of financial statements and operating performance across multiple time horizons, to include the annual budget process, to support Ontra’s strategic objectives.
- Strategic Analysis: Own the development of analyses that evaluate the effectiveness of strategic initiatives, identifying opportunities to improve growth, efficiency, and profitability; partner with executive leadership to assess investment opportunities and optimize resource allocation.
- Reporting & Executive Communication: Develop key performance indicators (KPIs), dashboards, and reports to guide management in improving performance, minimizing risk, and seizing new opportunities; present findings and recommendations clearly, concisely, and actionably to executive stakeholders.
- Data-Driven Decision-Making: Create and maintain complex financial and decision-making models that yield actionable recommendations and insightful support; partnering closely with the Data team to ensure the integrity, standardization, and quality of the underlying financial and operational data.
- Cross-Functional Collaboration: Partner with cross-functional teams to provide analytical support for business initiatives, pricing strategies, and operational optimization.
What You’ll Bring
- Experience: 12+ years of progressive finance experience, whether through FP&A, corporate finance, investment banking, or private equity, with a proven ability to translate analytical expertise into strategic impact.
- Industry Knowledge: Experience working with SaaS and consumption-based business models, understanding the unique challenges and requirements of these business models; ideally has experience in the Private Markets.
- Analytical Excellence: Expert in financial modeling, forecasting, and performance analysis.
- Team Development: Demonstrated skill in cultivating high-performing teams, enhancing their technical skills, and actively guiding finance personnel through professional development.
- Communication: Exceptional ability to translate complex data into clear insights and influence decision-making at the executive and Board level.
- Collaboration: Proven track record of partnering cross-functionally to drive alignment and deliver measurable results.
- Mindset: Strategic, resilient, and execution-oriented leader with a commitment to driving results and developing people.
Pay Transparency
Ontra takes individual candidate location, experience, and skills into consideration when determining compensation. The base pay range is listed below.
Some positions may be eligible for additional compensation, such as commission, variable compensation, profits interest units, or other equity-based compensation, which are not included in the below base pay range.
If you are selected to participate in our interview process, your Talent Acquisition Partner will share more details about the total compensation package for the role.
Base Pay Range
$264,000—$396,000 USD
Hiring Locations We currently hire exclusively in the locations listed below. Select jobs may have more specific location requirements due to business needs.
United States Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Massachusetts, Maryland, Minnesota, North Carolina, New Jersey, Nevada, New York, Ohio, Oregon, Pennsylvania, Tennessee, Texas, Utah, Virginia, Washington
APAC Hong Kong
EMEA United Kingdom
Benefits Snapshot
- Remote-first working policy, with office hubs in SF, NYC, Santa Barbara, and London
- Twice yearly team offsites for in-person collaboration
- Paid flexible time off policy
- Paid parental leave and benefits
- Employer-supported retirement contributions, varying by country
- Monthly phone and internet reimbursement
- Company-sponsored LinkedIn Learning accounts, department budgets for professional development, and robust onboarding program
- Various options for medical, dental, and vision insurance
Travel Occasional travel is required for Ontra employees, including typically at least twice per year to attend team and larger group off-sites for in-person collaboration. For some roles, additional travel may be required based on the requirements of the role and business need.
Inclusivity Ontra is committed to the full inclusion of all qualified individuals. As part of this commitment, Ontra will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
Personnel Privacy Notice: View here.
Note on Employment Verification: All employees hired will be required to verify identity and eligibility to work in their particular location.
Note to External Agencies: We are not accepting any blind submissions or resumes/CVs from recruitment agencies. Any candidates sent to Ontra will NOT be accepted or considered as a submission without a signed agreement in place.
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