VP, Financial Planning & Analysis
About The Position
The Vice President of FP&A will serve as a strategic partner to the CFO, a key contributor to the finance and accounting organization, and a member of the leadership team. The role will deliver financial and operational insights, lead change-management initiatives, help prepare the company for an exit, and oversee budgeting, forecasting, reporting, business intelligence, and a team of four analysts. The VP will advise the CFO and Senior Leadership Team on growth, margin, pricing, capital allocation, and M&A; support long-range planning and financing through analysis and scenario modeling; and connect financial results to business strategy. The role will lead planning and performance-management processes, including budgeting, forecasting, capital planning, monthly business reviews, variance analysis, KPI scorecards, and recurring-revenue analysis. The position will prepare Board and sponsor materials, collaborate with equity sponsors and the Board of Directors, and support M&A, financing, integration, synergy tracking, and sale-readiness activities. It will lead and develop the FP&A team, improve planning and reporting processes, and modernize finance workflows through automation and governed AI use cases. The VP will also work with Accounting, IT, and Revenue Operations to maintain financial technology and promote consistent financial data and metrics.
Requirements
- At least 8 years of progressive experience in FP&A, strategic finance, or business partnering.
- At least 3 years of experience leading teams.
- Experience hiring, developing, and retaining finance talent and leading finance professionals collaborating with global stakeholders.
- Executive presence and the ability to influence and challenge senior leaders and deliver clear messages to the CFO, CEO, and Board.
- Strong written and verbal communication skills, including the ability to explain complex financial topics simply.
- Sound business judgment, including the ability to prioritize, frame trade-offs, and recommend a path.
- 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 U.S.
Nice To Haves
- Experience in a private equity-owned SaaS portfolio company.
Responsibilities
- Partner with the CFO and Senior Leadership Team on growth, margin, pricing, capital allocation, and M&A.
- Support long-range planning, portfolio analysis, business development, and financing through analysis and scenario modeling.
- Explain business results, identify factors that could change them, and recommend actions.
- Develop analytics and key messages connecting business performance and financial results to company 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 other financial planning processes.
- 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 ARR, retention, bookings-to-revenue, unit economics, and cash conversion.
- Prepare accurate, concise Board and sponsor materials with a consistent financial narrative.
- Monitor and improve financial reporting processes, forecasting techniques, and data analysis methods.
- Review financial statements, reports, and models to develop business insights, projections, and advice on cost management and investment decisions.
- Collaborate with equity sponsors and the Board of Directors 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 that improve company planning, reporting, and decision-making.
- Manage, coach, and develop a team of four analysts and build team capability and accountability.
- Modernize FP&A workflows to reduce manual effort, shorten cycle times, and shift time from reporting to insight.
- Identify and pilot AI and automation use cases in forecasting, variance analysis, and reporting, with appropriate governance and human review.
- Work with Accounting, IT, and Revenue Operations to maintain and evolve relevant technology and align financial applications.
- Promote reliable data definitions, a source of truth, and consistent metrics.
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
