Head of Corporate FP&A

Overview

The organization is seeking a strategic finance leader to serve as a key business partner to the CFO and executive leadership team. This is a high-visibility role with the opportunity to build and scale a corporate FP&A function in a PE-backed environment.

Responsibilities

• Lead the company-wide financial planning processes, including the annual budget, long-range plan, and monthly forecasts across all brands and cost centers.
• Own brand-level sales forecasting and labor modeling, leveraging macroeconomic trends, industry data, historical performance, and product strategies.
• Oversee consolidated P&L reporting and establish KPI dashboards to support board presentations, monthly operating reviews, and investor communications.
• Monitor and analyze key SaaS and recurring revenue metrics across brands, including ARR bridges, MRR, retention, churn, and margins.
• Partner cross-functionally with Sales, Product, Marketing, and HR to ensure financial alignment with strategic priorities; collaborate with department leaders to establish budgets, performance targets, and operating plans.
• Serve as a trusted advisor to executive leaders across Sales, Marketing, Product, Technology, Customer Success, Operations, and Corporate Functions.
• Partner with commercial leaders to evaluate pricing strategies, revenue growth opportunities, and customer economics.
• Provide variance analysis to uncover root causes and recommend actions to improve margins, free cash flow, and efficiency.
• Translate complex financial data into clear insights that drive operational performance and executive decision-making.
• Monitor industry and consumer trends, benchmark performance against competitors, and identify risks and opportunities early.
• Enhance forecasting accuracy through improved processes, data governance, and financial systems.
• Build and develop a high-performing FP&A team, creating scalable processes and fostering a culture of accountability and continuous improvement.

Requirements

• Bachelor’s degree required in Finance, Economics, or Business Administration; MBA preferred.
• 8–12+ years of progressive FP&A or finance experience, including team leadership.
• Strong executive presence with proven success influencing executive stakeholders and scaling financial processes.
• Advanced Excel, financial modeling, forecasting, and PowerPoint expertise with strong storytelling capabilities.
• Agility and precision, with the ability to manage complexity in a fast-moving environment.
• Proactive, accountability-oriented mindset with a bias toward action and results.

Preferred Qualifications

• MBA, CPA, CFA, or equivalent advanced certification.
• Experience with subscription-based SaaS, DaaS, information services, technology, or digital platform businesses.
• Experience supporting private-equity-backed, high-growth, or highly acquisitive organizations.
• Expertise with financial planning tools, BI platforms, and ERP systems.
• Experience leading finance teams in remote and distributed environments.

Compensation & Benefits

• $165,000.00 to $220,000.00 annually + bonus
• Comprehensive benefits package may include medical, dental, and vision insurance; 401(k) retirement plan; paid time off; paid holidays; and life and disability insurance (subject to eligibility requirements and applicable plan terms).
• Benefits, incentives, and complete compensation details will be provided to qualified applicants during the hiring process.

Additional employee benefits may include:

• Flexible work schedules
• Generous Paid Time Off
• 13 paid company holiday observances
• Remote work opportunities
• Casual dress work environment
• Physical fitness reimbursement
• Discounts on various events, travel, and dining

Location

LI-Remote