VP, Financial Planning & Analysis

Overview

This role serves as a strategic partner to the CFO and a key contributor to the finance and accounting organization. The Vice President of FP&A will be a critical member of the leadership team driving growth, profitability, and success, delivering financial and operational insights, leading change-management initiatives, and helping prepare the organization for an exit. The position also supports ongoing budgeting, forecasting, reporting, business intelligence, and managing a team of four analysts.

Responsibilities

Strategic Partnership & Insight

• Act as a thought partner to 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 activities through analysis and scenario modeling.
• Turn data into decisions by explaining drivers of results, potential changes, and recommended next steps.
• Link results to strategy by developing analytics and key messages around business performance and connecting financial results to business strategies.
• Constructively challenge assumptions and business cases; hold leaders accountable to plans.
• Partner with Sales, Customer Success, Product, and Operations to ensure every function understands its financial metrics and value-creation levers.

Planning, Forecasting & Performance Management

• Lead financial planning processes, including budgeting and forecasting with a disciplined cadence and clear accountability.
• Develop financial analysis, modeling, forecasting, and reporting frameworks to ensure efficient financial operations and organizational alignment.
• Lead and manage the capital planning and budget process to align with corporate strategy and business goals.
• Build the operating rhythm with monthly business reviews, variance narratives, and KPI scorecards.
• Lead scenario planning to prepare for upside, downside, and sponsor-driven value creation targets.
• Sharpen the recurring revenue story across ARR, retention, bookings-to-revenue, unit economics, and cash conversion.

Sponsor, Board & Executive Reporting

• Prepare Board and sponsor materials that are accurate, concise, and deliver a consistent story.
• Monitor and improve financial reporting processes, forecasting techniques, and data analysis methods to drive financial insights.
• Review financial statements, reports, and models to develop high-level business insights, create financial projections, and advise 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 readiness for a sale.
• Lead change-management initiatives that improve how the organization plans, reports, and makes decisions.

Team Leadership & Development

• Provide leadership and vision for the FP&A and business teams, including managing a team of four analysts.
• Lead, coach, and grow the FP&A team by setting clear expectations, providing regular feedback, and building bench strength.
• Lead a team of financial professionals and collaborate with a broad range of stakeholders across the organization.
• Delegate with trust and accountability while developing people through stretch work.
• Foster a culture of ownership, curiosity, and candor where analysts challenge assumptions and raise issues early.

Process, Systems & AI-Enabled Finance

• Modernize FP&A to reduce manual effort, shorten cycle times, and shift team time from reporting to insight.
• Identify and pilot AI and automation use cases in forecasting, variance analysis, and reporting, with sound governance and human review.
• Ensure optimal maintenance and ongoing evolution of relevant technology in partnership with Accounting, IT, and Revenue Operations to keep financials aligned with financial applications.
• Serve as a credible voice on the data foundation, including definitions, source of truth, and metric consistency.

Requirements

• 8+ years of progressive finance experience in FP&A, strategic finance, or business partnering; 3+ years leading teams (preferably in a private equity-owned SaaS portfolio company).
• Proven people leadership experience, including hiring, developing, and retaining strong finance talent, with the ability to lead teams collaborating with global stakeholders.
• Executive presence and influence, including comfort challenging senior leaders and delivering clear messages to the CFO, CEO, and Board.
• Strong written and verbal communication skills, with the ability to make complex financial topics simple.
• 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.
• Proficiency with planning tools including Excel, PowerPoint, Power BI, Claude, etc.
• Experience applying AI and automation to finance workflows.

Preferred Qualifications

• Experience in a private equity-owned SaaS portfolio company.

Compensation & Benefits

• Remote: $174,025 USD - $215,338 USD

Location

• Remote

Work Authorization

• Applicants must be authorized to work in the U.S.