Vice President, Financial Planning & Analysis

Key Responsibilities

• Lead and develop the FP&A function, establishing scalable processes, reporting frameworks, and performance expectations.
• BUILD AND MENTOR A HIGH-PERFORMING FINANCE TEAM FOCUSED ON ANALYTICAL RIGOR, BUSINESS PARTNERSHIP, AND CONTINUOUS IMPROVEMENT.
• SERVE AS A TRUSTED ADVISOR TO THE CFO AND EXECUTIVE LEADERSHIP TEAM ON FINANCIAL PERFORMANCE, RESOURCE ALLOCATION, RISKS, AND OPPORTUNITIES.
• PARTNER CLOSER WITH BUSINESS LEADERS TO TRANSLATE STRATEGIC INITIATIVES INTO MEASURABLE FINANCIAL PLANS AND OPERATIONAL OBJECTIVES.
• OWN THE COMPANY'S ANNUAL BUDGETING PROCESS, LONG-RANGE PLANNING ACTIVITIES, AND MONTHLY AND QUARTERLY FORECAST CYCLES.
• DEVELOP SOPHISTICATED FINANCIAL MODELS THAT PROVIDE VISIBILITY INTO REVENUE, PROFITABILITY, OPERATING EXPENSES, CASH FLOW, AND KEY BUSINESS DRIVERS.
• DIRECT VARIANCE ANALYSIS AND PERFORMANCE REVIEWS, PROVIDING ACTIONABLE RECOMMENDATIONS TO IMPROVE RESULTS.
• ESTABLISH AND ENHANCE FORECASTING METHODOLOGIES THAT IMPROVE DECISION-MAKING AND ACCOUNTABILITY ACROSS THE ORGANIZATION.
• SUPPORT ENTERPRISE-WIDE STRATEGIC PLANNING AND MAJOR BUSINESS INITIATIVES THROUGH FINANCIAL MODELING AND SCENARIO ANALYSIS.
• EVALUATE INVESTMENTS, ORGANIZATIONAL CHANGES, AND RESOURCE ALLOCATION DECISIONS TO MAXIMIZE BUSINESS PERFORMANCE.
• PARTNER WITH LEADERSHIP TEAMS TO IMPROVE FINANCIAL VISIBILITY AND ESTABLISH KEY PERFORMANCE INDICATORS ACROSS THE ORGANIZATION.
• SUPPORT MERGER AND ACQUISITION ANALYSIS, DUE DILIGENCE, FINANCIAL MODELING, AND INTEGRATION ACTIVITIES.
• MONITOR POST-Acquisition PERFORMANCE, TRACK SYNERGIES, AND MEASURE RESULTS AGAINST INVESTMENT EXPECTATIONS.
• DEVELOP REPORTING AND PERFORMANCE FRAMEWORKS FOR STRATEGIC INVESTMENTS AND BUSINESS EXPANSION INITIATIVES.
• LEAD FINANCIAL PLANNING EFFORTS RELATED TO HEADCOUNT GROWTH, WORKFORCE INVESTMENTS, AND COMPENSATION PROGRAMS.
• PARTNER CLOSER WITH HR AND BUSINESS LEADERS TO ENSURE HIRING PLANS AND ORGANIZATIONAL INVESTMENTS ALIGN WITH FINANCIAL OBJECTIVES.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, or a related discipline required.
• MBA, CPA, or other advanced credentials preferred.
• 10+ years of progressive FP&A, corporate finance, or strategic finance experience, including leadership of high-performing teams within Saas.
• Proven experience leading enterprise-wide budgeting, forecasting, long-range planning, and management reporting processes.
• Strong executive presence with experience partnering directly with C-suite leaders.
• Exceptional financial modeling, business analysis, and strategic planning capabilities.
• Experience supporting mergers and acquisitions, integration efforts, and strategic growth initiatives preferred.
• Advanced proficiency in Excel, PowerPoint, and financial planning tools.
• Experience with ERP, CRM, and business intelligence platforms is highly desirable.
• Demonstrated ability to thrive in a fast-paced, high-growth environment while balancing strategic leadership with hands-on execution.