Vice President, FP&A

Overview

This senior leadership role drives enterprise FP&A (financial planning & analysis), including planning, forecasting, performance management, and decision support. Reporting to the Chief Financial Officer, the Vice President, Financial Planning & Analysis partners with leadership to translate financial and operational data into clear insights, measurable outcomes, and informed decisions.

The ideal candidate has led FP&A in complex, growth-oriented organizations with both B2B and B2C business models and brings strong private equity experience (value-creation plans, board/sponsor reporting, cash/leverage management, and transaction analysis).

Responsibilities

Enterprise Planning and Forecasting

• Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning.
• Build integrated financial models linking revenue, margin, opex, headcount, capex, cash flow, and balance-sheet metrics.
• Establish timely, driver-based forecasting tailored to B2B and B2C business models.
• Run scenario and sensitivity analyses to evaluate growth investments, pricing, cost actions, and strategic alternatives.
• Improve forecast accuracy, speed, and organizational accountability.

Business Performance and Decision Support

• Partner with senior leaders to establish operating plans, performance targets, and actionable KPIs.
• Deliver analyses of actual results, forecast variances, business drivers, risks, and opportunities.
• Translate complex data into concise recommendations for senior leaders, the board, and investors.
• Evaluate customer economics across B2B and B2C channels, including pricing, volume, retention, CAC, LTV, and unit margins.
• Guide resource allocation and investments through disciplined financial analysis and return expectations.
• Provide financial leadership for new initiatives, product launches, market expansions, and cost transformations.

Private Equity, Board, and Stakeholder Support

• Support the CFO and CEO in board, private equity sponsor, and lender communications.
• Produce accurate board materials, investor reporting, and recurring performance updates.
• Track progress against the value-creation plan, identify performance gaps, and recommend corrective actions.
• Maintain visibility into cash generation, liquidity, leverage, covenants, and debt paydown.
• Support M&A, refinancing, and transactions through modeling, diligence, synergy analysis, and integration tracking.

Data, Technology, and AI Leadership

• Execute a roadmap to modernize FP&A processes, systems, data, and analytics.
• Identify practical AI and machine learning applications for forecasting, variance analysis, scenario modeling, and reporting.
• Implement AI-enabled capabilities that boost insight and productivity while preserving financial controls, security, and human oversight.
• Partner across Finance and IT to ensure trusted data sources, scalable reporting, and consistent metrics.
• Automate manual reporting to shift FP&A team focus toward forward-looking analysis.
• Build AI and data fluency within finance through pragmatic experimentation tied to business outcomes.

FP&A Leadership and Organizational Development

• Lead, recruit, and retain a high-performing FP&A team.
• Set clear roles, priorities, service expectations, and career development paths.
• Build strong business-partnering capabilities and foster a culture of accountability, curiosity, and continuous improvement.
• Evolve the FP&A operating model and structure as the organization grows.
• Drive disciplined execution while remaining agile and hands-on in a fast-paced environment.
• Elevate financial acumen across non-financial senior leaders.

Requirements

• Bachelor’s degree in finance, accounting, economics, or business; MBA, CPA, or CFA preferred.
• Progressive finance experience with senior leader responsibility for enterprise FP&A.
• Track record leading budgeting, forecasting, long-range planning, and senior leader decision support.
• Experience in both B2B and B2C environments strongly preferred.
• Experience within a private equity–owned or highly leveraged organization preferred.
• Strong command of 3-statement modeling, cash flow, liquidity, and working capital analysis.
• Experience supporting boards, investors, lenders, and senior leaders.
• Ability to connect operational drivers and customer behavior directly to financial results.
• Background modernizing planning platforms, BI tools, data environments, automation, and AI applications.
• Experience leading financial-system or FP&A transformation initiatives preferred.

Preferred Qualifications

• Private equity experience, including value-creation plans, board/sponsor reporting, cash/leverage management, and transaction analysis.
• Experience supporting both B2B and B2C customer economics (pricing, volume, retention, CAC, LTV, and unit margins).
• Experience modernizing FP&A with automation and practical AI/machine learning applications.

Compensation & Benefits

• Compensation and benefits details are not specified in the provided job description.

Location

• Location information is not specified in the provided job description.

Equal Opportunity and Accessibility

• The organization is committed to equal opportunity employment and welcomes and celebrates diversity and inclusion.
• Applicants are considered without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, or any other status protected under applicable law.
• If you need assistance or accommodation due to a disability, request support through the organization’s HR Talent Acquisition process (contact details not included here).