VP, Financial Planning & Analysis

Responsibilities

• Own the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic/capital plan across all business lines and legal entities.
• Direct the design and governance of financial models supporting M&A diligence, acquisition economics, synergy analysis, purchase price allocation, and post-close integration.
• Set the standard for actuals-vs-plan analysis enterprise-wide; translate variance into strategic recommendations for the CEO and CFO.
• Partner with the CEO and CFO on capital allocation decisions, including organic investment vs. acquisition trade-offs.
• Own financial reporting to investors, including recurring value-creation-thesis materials and ad hoc requests from the PE sponsor.
• Ensure timely and accurate reporting to lenders in accordance with the credit agreement's compliance calendar, including covenant reporting, financial statement delivery, and compliance certificates.
• Direct preparation of recurring value-creation-thesis reporting, including but not limited to:
  • 13-week cash flow forecast
  • Leverage ratio calculation and covenant cushion analysis
  • Revenue and pro forma adjusted EBITDA performance against thesis, including add-back/adjustment governance
  • Working capital / cash conversion metrics
• Own the monthly and quarterly executive/board reporting package: consolidated financials, KPI dashboards, and cross-business-line variance analysis.
• Build board- and investment-committee-level materials communicating performance, risk, and strategic priorities.
• Serve as the executive point of contact for ad hoc PE stakeholder requests, ensuring rapid, accurate turnaround under time pressure.
• Develop and maintain the structure and standards for KPI reporting at both the corporate and entity levels.
• Maintain and evolve the KPI reporting framework as new entities are acquired and integrated onto the platform.
• Act as a trusted strategic advisor to the CEO, CFO, and entity/practice leaders on pricing, resource planning, and segment-level profitability.
• Represent finance in executive leadership discussions on growth strategy, M&A scenario analysis and pipeline prioritization, and platform integration.
• Influence enterprise decision-making by translating financial analysis into actionable strategic options for leadership.
• Build and lead the FP&A function as the platform scales through acquisition, including building and managing a team as necessary.
• Establish scalable FP&A processes, systems, and governance to support a growing, multi-entity platform.
• Manage deliverable timelines and quality standards across the FP&A team enterprise-wide.

Qualifications

• MBA, CPA, or CFA.
• Deep ERP and planning-system expertise (NetSuite, Planful, Prophix, Adaptive, Workday Adaptive Planning, or similar).
• Significant prior experience in a PE-backed, roll-up, or platform company strongly preferred, including direct exposure to sponsor/board reporting, lender/credit agreement compliance reporting, and multi-entity consolidation from serial acquisitions.
• Professional services or accounting-industry experience is a plus.

Skills

• Strategic Thinking
• Financial Acumen
• Executive Presence
• Board & Investor Communication
• Lender & Covenant Compliance
• KPI Reporting
• Organizational Leadership
• Change Management
• Acquisition Modeling
• Capital Allocation

Benefits

• 401(k) Plan with employer contributions of up to 4% of salary
• Medical Insurance
• Dental Insurance
• Flexible work arrangements
• Generous paid time off and firm holidays
• Flexible Spending Accounts (FSA)
• Employee Life Insurance
• Supplemental Life Insurance for Employees and Dependents
• Long-Term Disability Insurance
• Short-Term Disability Insurance
• Accidental Death & Dismemberment Insurance
• Paid Parental Leave
• Childcare Assistance