Vice President, Strategic Financial Planning & Analysis

Nextiva•Scottsdale, AZ

12h•Onsite

About The Position

Redefine the future of customer experiences. One conversation at a time. At Nextiva, we’re reimagining how businesses connect, bringing together customer experience and team collaboration on a single, conversation centric platform. Powered by AI, driven by human innovation. Our culture is forward thinking, customer obsessed and built on the belief that meaningful connections drive better business outcomes. Whether it’s through our signature Amazing Service®, the technology we create, or the experiences we cultivate, connection is at the core of who we are. If you’re ready to collaborate with incredible people, make an impact, and help businesses everywhere deliver truly amazing experiences, this is where you belong. The Vice President, Strategic Financial Planning & Analysis (VP, Strategic FP&A) will be a key member of Nextiva’s finance leadership team, responsible for scaling a world-class finance function in a fast-growing, dynamic private company. This leader will drive financial rigor, deliver actionable insights, and enable strategic decision-making across the business. This is a highly visible role requiring strong partnership with executive leadership, as well as cross-functional influence across Sales, Marketing, Product, and Operations. The VP, Strategic FP&A will combine deep financial expertise with modern data, systems, and AI-driven capabilities to transform how financial insights are generated, operationalized, and embedded into decision-making across the company. Role Overview: The VP, Strategic FP&A is a strategic, innovative, and operationally strong finance executive with expertise in financial planning & analysis, decision support, financial systems, and transformation. This individual will lead the evolution of FP&A from a traditional reporting function into a predictive, data-driven, and AI-enabled strategic partner to the business. This role requires strong process orientation, exceptional business partnership skills, and the ability to influence beyond finance.

Requirements

15+ years of relevant experience, including leadership of corporate FP&A in a public or late-stage private growth company
Strong preference for experience in SaaS, technology, or recurring revenue business models
Demonstrated success driving financial transformation and process improvement
Experience implementing or scaling financial systems and planning tools
AI & Data Competencies (Required):
Experience leveraging advanced analytics, data platforms, or AI/ML in finance or business decision-making
Strong understanding of:
Data modeling and financial systems architecture
Predictive forecasting and scenario modeling
Business intelligence tools (e.g., Tableau, Power BI, Looker, or similar)
Ability to partner effectively with Data/Engineering teams on data infrastructure
Familiarity with emerging AI capabilities in finance (automation, copilots, NLP, anomaly detection)
Core Capabilities:
Highly analytical and metrics-driven
Strong executive communication and storytelling skills
Comfortable operating in ambiguity and fast-paced environments
Proven ability to influence without authority
Hands-on leadership style with strategic mindset
Leadership Characteristics:
Drives Results
Action-oriented with a focus on outcomes
Challenges the status quo and drives change
Simplifies complexity and executes with urgency
Critical Thinker
Data-driven and hypothesis-oriented
Anticipates risks and identifies opportunities early
Balances analytical rigor with business judgment
Right Attitude
Collaborative, resilient, and team-first mindset
Operates with high integrity and accountability
Leads with a service-oriented approach
Strategic Agility
Connects financial insights to business strategy
Navigates complexity and evolving priorities
Drives long-term value creation
Champions Continuous Improvement
Leads transformation initiatives
Embraces technology, automation, and AI to scale impact
Builds efficient, scalable processes

Nice To Haves

Strong preference for experience in SaaS, technology, or recurring revenue business models

Responsibilities

Financial Planning, Forecasting & Analysis
Lead company-wide financial forecasting, budgeting, and long-range planning processes
Develop dynamic, driver-based financial models to predict revenue, expenses, and cash flow
Continuously refine forecasts using real-time business performance data and scenario modeling
Leverage advanced analytics and AI/ML techniques to improve forecast accuracy and speed
Strategic Decision Support
Provide data-driven insights to support strategic initiatives including product investments, pricing, GTM strategy, and M&A
Evaluate financial implications of business scenarios using advanced modeling and predictive analytics
Partner with executive leadership to shape long-term strategic direction
AI-Enabled Finance Transformation
Lead the adoption of AI and automation across FP&A processes, including:
Predictive forecasting and anomaly detection
Automated variance analysis and reporting
Natural language generation (NLG) for financial narratives
Partner with Data, Engineering, and RevOps teams to build scalable data models and finance data architecture
Evaluate and implement modern FP&A tools (e.g., adaptive planning platforms, AI copilots, automated reporting systems)
Establish governance, accuracy, and transparency standards for AI-driven financial insights
Performance Metrics & KPI Ownership
Define, standardize, and evolve company-wide KPIs (e.g., MRR, CAC, LTV, churn, efficiency metrics)
Build scalable dashboards and reporting frameworks that provide real-time visibility into business performance
Identify key value drivers and translate data into actionable insights
Analytics & Decision Support
Develop advanced analytics capabilities, including:
Cohort analysis
Unit economics modeling
Customer and revenue segmentation
Translate complex data into clear recommendations for business leaders
Support investment prioritization across Product, Sales, and Marketing
Budgeting, Forecasting & Reporting Cadence
Own the company’s financial planning cadence (annual plan, quarterly forecasts, monthly/weekly reporting)
Prepare executive and Board-level materials with clear insights and recommendations
Drive alignment across functions to produce an integrated company-wide plan
Lead executive reviews of performance vs. plan
Cross-Functional Business Partnership
Act as a strategic advisor to functional leaders across the organization
Embed finance into operational decision-making across GTM, Product, and Customer Success
Support financial evaluation of partnerships, pricing strategies, and expansion opportunities
Risk Management
Identify and manage financial and operational risks
Utilize scenario modeling and predictive analytics to anticipate risks and opportunities
Monitor macroeconomic, market, and business-specific trends
Investor & Stakeholder Support
Support CFO in investor communications, board interactions, and capital strategy
Deliver clear, data-driven narratives on financial performance and outlook
Leadership & Team Development
Build and lead a high-performing FP&A organization (7–10+ team members)
Develop a modern finance team skilled in analytics, systems, and AI-enabled tools
Foster a culture of accountability, collaboration, and continuous improvement
Optimize organizational structure, leveraging automation to increase team impact
Coach and develop talent, building strong bench strength

Benefits

Health 🍏 - Multiple health plan options to suit your needs, including medical, dental, vision, and telemedicine coverage
Insurance 💼 - Life, disability, and supplemental indemnity plans
Work-Life Balance ⚖️ - Flexible Time Off (FTO) for salaried employees, PTO for hourly employees, Paid Sick Time (PST), paid parental bonding leave, and paid holidays
Financial Security 💰 - 401(k) with company match, Health Savings Accounts with company contributions, Dependent Care FSA
Wellness 🤸‍ - Employee Assistance Program and comprehensive wellness initiatives
Growth 🌱 - Access to ongoing learning and development opportunities and career advancement

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