VP, Finance/FP&A

Foundation Partners Group•Orlando, FL

4d•Hybrid

About The Position

The VP, FP&A is a leader who will architect and own the data and analytical infrastructure that makes financial insight actionable in the field. They will serve as the primary bridge between corporate finance and field operations, translating complex financial data into clear, prescriptive guidance that empowers location leaders, AVPs, and regional operators to understand exactly which levers to pull to drive profitable growth. This role is remote/hybrid. FPG's next phase of growth depends on field operators making faster, smarter decisions grounded in real-time financial insight. This VP will build the analytical foundation -- the tools, the cadence, the language -- that makes that possible at scale across hundreds of locations.

Requirements

10+ years of progressive FP&A experience, with at least 4 years in a senior leadership role
Demonstrated success building financial analytics infrastructure in a multi-unit, distributed operations environment (retail, healthcare, hospitality, or services preferred)
Deep expertise in P&L analysis, driver-based modeling, and operational finance -- not just financial reporting
Proven ability to translate complex financial analysis into clear, actionable insight for non-finance audiences
Experience building and leading Finance Business Partner programs embedded in field or operational teams
Strong command of FP&A systems and tools (ERP integration, BI platforms, planning software)
Excellent executive presence and communication skills; comfortable presenting to C-suite and board-level stakeholders
Bachelor's degree in Finance, Accounting, Economics, or related field required

Nice To Haves

MBA or CPA strongly preferred
Experience in the funeral services, healthcare, or consumer services industry
Hands-on experience with business intelligence tools (Power BI, Tableau, Looker) and cloud-based FP&A platforms
Track record of leading financial transformation initiatives (automation, standardization, system implementation)
Experience supporting private equity-backed or high-growth companies through periods of rapid M&A activity

Responsibilities

Design and deploy a modern FP&A data infrastructure that delivers timely, trusted, and decision-ready financial intelligence to operators at every level.
Move FPG beyond static reporting to dynamic, self-service analytics that drive action.
Own the financial data architecture: source systems, data warehouse integration, and reporting layer strategy.
Partner with IT, Revenue Cycle, and Operations to ensure consistent, clean, and complete financial data flows.
Build and maintain executive, regional, and location-level dashboards that surface the metrics that matter most.
Lead the evolution from spreadsheet-dependent processes to scalable, automated financial models.
Establish data governance standards so every stakeholder trusts the numbers they see.
Evaluate and implement FP&A tools (e.g., Adaptive Insights, Vena, Planful, Power BI) to accelerate analytical capacity.
Translate financial performance into operational playbooks.
Ensure that every location leader, AVP, and regional VP understands their P&L deeply -- not just what happened, but why it happened and precisely what to do about it.
Develop a standardized funeral home-level P&L framework that isolates the primary drivers of margin performance.
Build and maintain a "lever library" -- a documented set of operational actions mapped to specific financial outcomes (e.g., at-need mix, service revenue per call, merchandise attachment, cremation vs. burial rates, preneed conversion).
Create scenario modeling tools that let field leaders and finance BPs simulate the P&L impact of operational decisions before executing them.
Own consolidated revenue and cost forecasting across all locations, including volume, revenue per call, COGS, and controllable operating expenses.
Lead the annual budget process end-to-end, including location-level targets, field engagement sessions, and consolidation.
Provide monthly and quarterly variance analysis with a relentless focus on "So what?" -- what changed, what drove it, and what action is recommended.
Identify underperforming locations early using leading indicators and work with operators to develop and track recovery plans.
Act as the financial backbone of field operations.
Serve as the senior finance partner to field leadership, including Regional VPs, AVPs, and high-priority Market Directors.
Develop and lead a Finance Business Partner program that assigns dedicated FP&A support to each field region.
Build a financial literacy curriculum for field operators -- teaching location leaders to read, interpret, and act on their P&L without needing a finance translator.
Create and maintain field-facing financial scorecards, business reviews, and performance dashboards designed for operator consumption (not just finance consumption).
Participate in field visits, business reviews, and operational planning sessions to embed finance in the rhythm of the business.
Support M&A integration efforts by establishing financial baselines and performance monitoring frameworks for newly acquired locations.
Partner with Preneed, Aftercare, and Operations leadership to quantify and communicate the financial value of strategic programs.
Enterprise financial planning & forecasting
Executive and board-level financial reporting
Location-level P&L ownership and analytics
Variance analysis and performance narrative
FP&A data infrastructure & tool strategy
Financial literacy training for field operators
Field finance business partner leadership
Scenario modeling and what-if analysis
Annual budget process management
Long-range planning and capital allocation support
KPI framework design and tracking
Finance team talent development
Acquisition integration financial support
Cross-functional project finance support