Vice President, FP&A

About the role

The Vice President, FP&A will lead financial planning and analysis for the business, partnering directly with the CFO and executive leadership to drive forward-looking financial insight, own the annual planning and forecasting cycle, and provide the analytical backbone for board- and investor-level reporting. The ideal candidate brings deep FP&A expertise, strong SaaS/subscription financial acumen, and the credibility to operate as a strategic partner across the business.

Responsibilities

• Financial Planning & Forecasting:

  • Own the annual budgeting process and rolling forecast cycle across all revenue lines and cost centers.
  • Build and maintain integrated financial models covering ARR bookings, gross dollar retention (GDR), net revenue retention (NRR), and Adjusted EBITDA.
  • Partner with Sales and Revenue Operations to validate pipeline assumptions and new-business activity against plan.

• Board & Executive Reporting:

  • Lead preparation of the monthly/quarterly financial reporting pack, including executive summary materials and board-level presentations.
  • Translate complex financial data into clear, decision-ready narratives for the CEO, CFO, board of directors, and investors.
  • Ensure consistency and accuracy of key metrics across all reporting deliverables, resolving discrepancies between source systems and downstream reporting.

• Business Partnership & Strategic Analysis:

  • Serve as a strategic finance partner to functional leaders, providing analysis that informs pricing, investment, and resource-allocation decisions.
  • Deliver trailing-twelve-month (LTM) trend analysis, cohort-level insight, and conversion analysis to support go-to-market strategy.
  • Identify performance gaps versus plan and proactively recommend corrective action to leadership.

• Team Leadership & Process:

  • Build, mentor, and manage the FP&A team, establishing a scalable structure as the business grows.
  • Drive continuous improvement in planning tools, reporting cadence, and data governance across finance systems.
  • Partner with Accounting to ensure alignment between actuals, forecast, and management reporting.

Requirements

• Minimum of 10 years of progressive finance experience, including at least 2 years in the Vice-President of FP&A role.

• Experience operating in a SaaS or subscription-based business model highly preferred, including familiarity with ARR, bookings, retention, and recurring-revenue metrics.

• Prior experience in a private equity-backed or investor-reported environment a plus.

• Demonstrated ability to build and manage complex financial models and to translate them into clear executive narratives.

• Strong command of Excel/financial modeling tools; experience with modern FP&A or BI platforms a plus.

• Excellent communication skills, with the ability to present confidently to CFO, CEO, board, and investor audiences.

• Bachelor's degree in Finance, Accounting, Economics, or related field required; MBA or CPA a plus.

Benefits

We offer competitive compensation, medical, dental, and vision coverage, a 401(k) with company match, hybrid work, and professional development opportunities.