VP, Financial Planning & Analysis

Lightspeed•South Jordan, UT

2d•Remote

About The Position

The Vice President of FP&A will be a strategic partner to the CFO, a key contributor to the finance and accounting organization, and a critical member of Lightspeed DMS’s leadership team. The role drives growth, profitability, and company success by delivering financial and operational insights, leading change-management initiatives, and preparing the company for an exit. It also oversees budgeting, forecasting, reporting, business intelligence, and a team of four analysts. The VP partners with the CFO, senior leaders, equity sponsors, and the Board on strategy, business performance, financial planning, capital allocation, M&A, financing, and value creation. The role establishes a disciplined planning and reporting cadence; develops financial models, forecasts, scenario analyses, and KPI scorecards; and turns financial and operational data into actionable insights. The position leads and develops the FP&A team, strengthens cross-functional financial accountability, and modernizes FP&A processes and technology. This includes identifying and piloting AI and automation use cases with sound governance and human review, while maintaining consistent financial data, metrics, and applications.

Requirements

At least 8 years of progressive experience in FP&A, strategic finance, or business partnering.
At least 3 years of experience leading teams.
Proven people leadership experience, including hiring, developing, and retaining finance talent and leading teams that collaborate with global stakeholders.
Executive presence and influence, including comfort challenging senior leaders and communicating clearly with the CFO, CEO, and Board.
Strong written and verbal communication skills and the ability to explain complex financial topics simply.
Sound business judgment, including the ability to prioritize, frame trade-offs, and recommend a course of action.
Ability to thrive in a fast-moving, remote, cross-functional environment with competing priorities.
Mastery of planning tools, including Excel, PowerPoint, Power BI, and Claude.
Experience applying AI and automation to finance workflows.
Authorization to work in the United States.

Nice To Haves

Experience in a private equity-owned SaaS portfolio company.

Responsibilities

Partner with the CFO and senior leadership on growth, margins, pricing, capital allocation, and M&A.
Support long-range planning, portfolio analysis, business development, and financing through analysis and scenario modeling.
Explain performance drivers, potential changes, and recommended actions, and connect financial results to business strategy.
Pressure-test assumptions and business cases and hold leaders accountable to plans.
Partner with Sales, Customer Success, Product, and Operations to clarify financial metrics and value-creation levers.
Lead budgeting, forecasting, capital planning, and related financial planning processes with clear accountability and a disciplined cadence.
Develop financial analysis, modeling, forecasting, and reporting frameworks.
Establish monthly business reviews, variance narratives, and KPI scorecards.
Lead scenario planning for upside, downside, and sponsor-driven value creation targets.
Improve analysis of recurring revenue, including ARR, retention, bookings-to-revenue, unit economics, and cash conversion.
Prepare accurate, concise Board and sponsor materials that communicate a consistent performance story.
Monitor and improve financial reporting processes, forecasting techniques, and data analysis methods.
Review financial statements, reports, and models; develop business insights and projections; and advise on cost management and investment decisions.
Partner with equity sponsors and the Board on performance, forecasts, and value-creation initiatives.
Support M&A, financing, and exit activity, including integration planning, synergy tracking, and sale readiness.
Lead change-management initiatives to improve planning, reporting, and decision-making.
Manage, coach, and develop a team of four analysts and build the team's capability and bench strength.
Set clear expectations, provide regular feedback, delegate with accountability, and develop employees through stretch assignments.
Foster a culture of ownership, curiosity, and candor in which analysts challenge assumptions and raise issues early.
Modernize FP&A by reducing manual work, shortening cycle times, and shifting effort from reporting to insight.
Identify and pilot AI and automation uses in forecasting, variance analysis, and reporting, with appropriate governance and human review.
Work with Accounting, IT, and Revenue Operations to maintain and evolve financial technology and keep financial information aligned across applications.
Promote clear data definitions, a reliable source of truth, and consistent metrics.