Vice President, FP&A

Overview

The organization is seeking a hands-on, AI-savvy VP of FP&A to lead the evolution of modern financial planning and analysis as the business scales.

This role designs how FP&A operates using automation, a planning platform, and emerging AI tools to reduce manual effort across reporting, forecasting, and board-deck production. You will partner with business leaders to evaluate investment opportunities, improve resource utilization, and accelerate growth.

Responsibilities

• Lead the financial planning cycle, including:
  • Long-range financial plan
  • Annual operating plan
  • Monthly and quarterly forecasts
• Establish operating rhythms, accountability, and decision-making processes across Finance and business leaders, driving adoption of new tools and ways of working as the organization grows.
• Build and maintain the integrated financial model, including:
  • Three-statement modeling
  • Key operating metrics
  • Scenario analysis
• Own bottoms-up revenue forecasting in partnership with Go-To-Market, Customer Success, Revenue Operations, and Data teams, including:
  • Bookings
  • ARR
  • Revenue at the client and cohort level
• Prepare monthly and quarterly management reporting packages and board materials; lead executive financial reviews to explain variances, trends, and forecast risks.
• Model the P&L impact of business initiatives and provide recommendations to support capital and resource allocation decisions.
• Serve as a trusted thought partner to the CFO and executive team by translating complex financial information into clear, actionable insight for non-finance audiences.
• Partner with the Controller on accounting alignment, reporting accuracy, and process improvements to make the close and forecasting faster and more reliable.
• Lead the selection, implementation, and ongoing use of FP&A planning software, driving automation of budgeting and forecasting workflows.
• Support investor and lender reporting requests in coordination with Investor Relations and the CFO, including data, metrics, and financial narrative.
• Lead a small but strategic FP&A team by setting standards for accuracy and timeliness and mentoring as the function grows.
• Provide dedicated business-partner coverage for go-to-market, product, and G&A, pressure-testing assumptions and owning the financial story for each area.
• Lead the transition from spreadsheet-based processes to automated, AI-enabled planning, reporting, and board-material production.

Requirements

• 10+ years of FP&A experience, including at least 3 to 5 years leading an FP&A team in a fast-paced, growth-stage environment.
• Strong three-statement modeling skills and a working understanding of accounting principles.
• Experience forecasting recurring revenue businesses, including bookings, ARR, and unit economics.
• Proven track record presenting financial plans, variances, and recommendations to executives and boards.
• Expert-level proficiency in Excel and Google Sheets.
• Hands-on experience implementing or running FP&A planning tools (examples mentioned: Adaptive, Anaplan, or Planful).
• Experience with NetSuite or another ERP preferred.
• Experience scaling a company through $200M or more in revenue and moving FP&A from manual spreadsheets toward automated, AI-enabled processes.
• Experience in B2B2C, digital health, or another regulated healthcare environment is a plus.
• Investment banking, strategic finance, or venture/growth-equity experience is a plus.
• Strong business judgment, executive presence, and ability to influence cross-functional stakeholders and guide change.
• Bachelor’s degree in finance, accounting, economics, or a related field; MBA, CFA, or CPA preferred.
• Comfort using approved AI tools to improve forecasting, analysis, and reporting, with careful review of accuracy and protection of confidential information.

Compensation & Benefits

• US base salary range (full-time): $225,000 to $275,000
• Salary ranges are determined by role and level.
• Compensation is determined by additional factors, including job-related skills, experience, and relevant education or training.
• Compensation details in US role postings reflect salary only and do not include bonus, equity, or benefits.

Location

United States