VP, Financial Planning & Analysis

Nichols Cauley•Kennesaw, GA

8d•Hybrid

About The Position

This role is responsible for owning the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic/capital plan. The VP will direct the design and governance of financial models supporting M&A diligence, acquisition economics, synergy analysis, purchase price allocation, and post-close integration. They will set the standard for actuals-vs-plan analysis, translating variances into strategic recommendations for the CEO and CFO. Additionally, this role involves partnering with the CEO and CFO on capital allocation decisions and owning financial reporting to investors, lenders, and the board. The VP will also develop and maintain the structure and standards for KPI reporting, act as a trusted strategic advisor to leadership, and represent finance in executive discussions. Furthermore, the role includes building and leading the FP&A function, establishing scalable processes, systems, and governance, and managing deliverable timelines and quality standards.

Requirements

MBA, CPA, or CFA
Deep ERP and planning-system expertise (NetSuite, Planful, Prophix, Adaptive, Workday Adaptive Planning, or similar)
Significant prior experience in a PE-backed, roll-up, or platform company strongly preferred, including direct exposure to sponsor/board reporting, lender/credit agreement compliance reporting and multi-company consolidation from serial acquisitions.
Strategic Thinking
Financial Acumen
Executive Presence
Board & Investor Communication
Lender & Covenant Compliance
KPI Reporting
Organizational Leadership
Change Management
Acquisition Modeling
Capital Allocation

Nice To Haves

Professional services or accounting-industry experience is a plus.

Responsibilities

Own the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic/capital plan across all business lines and legal entities.
Direct the design and governance of financial models supporting M&A diligence, acquisition economics, synergy analysis, purchase price allocation, and post-close integration.
Set the standard for actuals-vs-plan analysis enterprise-wide; translate variance into strategic recommendations for the CEO and CFO, not just line-item explanations.
Partner with the CEO and CFO on capital allocation decisions, including organic investment vs. acquisition trade-offs.
Own financial reporting to investors, including recurring value-creation-thesis materials and ad hoc requests from the PE sponsor.
Ensure timely and accurate reporting to lenders in accordance with the credit agreement's compliance calendar, including covenant reporting, financial statement delivery, and compliance certificates.
Direct preparation of recurring value-creation-thesis reporting, including but not limited to: 13-week cash flow forecast, leverage ratio calculation and covenant cushion analysis, revenue and pro forma adjusted EBITDA performance against thesis, including add-back/adjustment governance, and working capital / cash conversion metrics.
Own the monthly and quarterly executive/board reporting package: consolidated financials, KPI dashboards, and cross-business-line variance analysis.
Build board- and investment-committee-level materials communicating performance, risk, and strategic priorities.
Serve as the executive point of contact for ad hoc PE stakeholder requests, ensuring rapid, accurate turnaround under time pressure.
Develop and maintain the structure and standards for KPI reporting at both the corporate and entity levels, defining the metrics used to track consolidated platform and business line performance.
Maintain and evolve the KPI reporting framework as new entities are acquired and integrated onto the platform.
Act as a trusted strategic advisor to the CEO, CFO, and entity / practice leaders on pricing, resource planning, and segment-level profitability.
Represent finance in executive leadership discussions on growth strategy, M&A scenario analysis and pipeline prioritization, and platform integration.
Influence enterprise decision-making by translating financial analysis into actionable strategic options for leadership.
Build and lead the FP&A function as the platform scales through acquisition, including building and managing a team as necessary.
Establish scalable FP&A processes, systems, and governance to support a growing, multi-entity platform.
Manage deliverable timelines and quality standards across the FP&A team enterprise-wide.