VP, Financial Planning and Analysis

Responsibilities

• Lead the preparation and management of the annual budgeting process, ensuring alignment with strategic objectives.
• Oversee monthly, quarterly, and annual financial forecasting, adjusting as necessary based on business changes or external factors.
• Develop and maintain detailed financial models for forecasting revenue, expenses, capital expenditures, and cash flow.
• Provide actionable insights through variance analysis, identifying key drivers of financial performance and recommending improvements.
• Prepare and deliver monthly management reporting packages, board materials, and lender/investor reporting, ensuring accuracy, timeliness, and clear narrative.
• Absess and report on financial trends, metrics, and KPIs to support business decisions.
• Serve as the primary finance partner to commercial, operations, and technology leaders. Collaborate with operational teams to track and evaluate business performance against budgets and forecasts.
• Provide guidance on financial matters to non-finance stakeholders to support strategic initiatives.
• Support strategic initiatives including pricing strategy, cost optimization, and investment prioritization.
• Drive the evolution of the FP&A function — including systems, data infrastructure, and reporting architecture — to support a scalable, efficient finance organization.
• Lead and mentor a team of FP&A professionals, providing guidance and development opportunities.
• Foster a culture of continuous improvement, collaboration, and accountability within the FP&A team.
• Partner with the CFO to assess and build FP&A team capacity, including structure, talent, and tooling, as the company scales.
• Support strategic initiatives, M&A evaluation, and corporate development activities with financial modeling and diligence support.

Qualifications

• Education: Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Experience: 10 + years of experience in financial planning, analysis, or business finance, with a proven track record in FP&A leadership roles. Experience in a fast-paced, dynamic environment, preferably in a services or technology sector. Demonstrated experience with lender/investor reporting, including familiarity with credit agreement compliance, covenant tracking, or board-level financial reporting. Background in a high-growth, private equity-backed, or public company environment strongly preferred. Experience supporting executive leadership and Board-level discussions.
• Skills: Advanced Excel and financial modeling skills required. Experience with enterprise FP&A platforms strongly preferred. Deep fluency in GAAP financial statements (P&L, balance sheet, cash flow) and non-GAAP / adjusted metrics common in PE-owned businesses. Excellent analytical, financial modeling, problem-solving, and decision-making abilities. Strong executive presence with the ability to influence senior stakeholders. Ability to translate complex data into clear, actionable insights.
• Personal Attributes: Detail-oriented with a high degree of accuracy. Operates as a business partner first — brings financial insight to strategic conversations, not just financial reporting. Ability to manage multiple priorities and meet deadlines in a fast-paced environment. High level of ownership and accountability.