Vice President, FP&A

About the role

Taxwell helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed. Its tax preparation software offers easy guidance and ensures maximum tax refunds. The company strives to build a team of like‑minded experts in tax and technology who align with its brand purpose, advocate for customers, and bring a fresh, non‑traditional approach to the tax industry. Formed in 2022 from the combination of Drake Software® and TaxAct®, Taxwell is a leading digital tax filing platform trusted by users with simple and complex returns. It seeks a strategic, commercially minded Vice President of Financial Planning & Analysis to lead enterprise planning, forecasting, performance management, and decision support. Reporting to the Chief Financial Officer, this senior leader will partner with leadership to translate financial and operational data into clear insights, informed decisions, and measurable outcomes. The ideal candidate has led FP&A in complex, growth‑oriented organizations with both B2B and B2C models; private‑equity experience is strongly preferred, including value‑creation plans, board/sponsor reporting, cash/leverage management, and transaction analysis. The role will modernize the FP&A function using data, automation, and practical artificial intelligence to enhance forecasting, scenario analysis, and business decision‑making.

Responsibilities

• 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.
• Partner with senior leaders to establish operating plans, performance targets, and actionable KPIs.
• Deliver clear 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.
• 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.
• Execute a roadmap to modernize FP&A processes, systems, data, and analytics.
• Identify practical AI and machine learning applications for forecasting,