VP, Financial Planning & Analysis (FP&A)

Overview

The Vice President of FP&A is a senior finance leadership role responsible for financial planning, forecasting, reporting, and decision support within a private equity-backed professional services organization. This position works closely with the CFO, executive leadership, and PE sponsors to drive value creation, margin expansion, scalable growth, and exit readiness.

Responsibilities

• Serve as a strategic advisor to the CFO, CEO, and private equity sponsors.
• Support investment initiatives, EBITDA growth, and cash flow optimization.
• Prepare executive and Board-level reporting and presentations.
• Own annual budgeting, forecasting, and long-range financial planning.
• Develop driver-based financial models aligned with professional services economics.
• Enhance forecast accuracy, conduct scenario analysis, and provide decision support.
• Lead analysis of utilization, pricing, margins, backlog, and staffing.
• Collaborate with Business Development on commercial reporting and ROI analysis.
• Analyze performance by business unit, region, service line, project type, and client.
• Manage FP&A reporting and analytics within NetSuite in partnership with Accounting.
• Lead development of Power BI dashboards and executive reporting.
• Ensure data integrity, governance, and maintain a single source of truth across company data.
• Build and lead a high-performing FP&A team.
• Establish best practices in financial modeling, reporting, and analysis.
• Drive automation, efficiency, and scalability of FP&A processes.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field.
• 12+ years of progressive FP&A or related finance experience.
• Senior leadership experience in professional services and private equity-backed environments.
• Deep understanding of services KPIs, analysis, and reporting.
• Advanced financial modeling and executive communication skills.
• MBA, CPA, or CFA preferred.
• Experience with mergers and acquisitions and integration.
• Hands-on experience with NetSuite ownership or optimization.
• Advanced expertise in Power BI and financial data management.

Compensation & Benefits

• 100% remote work opportunity.
• Flexible vacation and paid holidays.
• Paid family care and sick leave.
• Parental leave.
• Comprehensive benefits package.
• 401(k) plan with company match.

Location

This is a fully remote position.