VP, FP&A

The Role

This role is being established to provide FP&A with a dedicated operational leader—someone who owns the day-to-day function, leads and develops the team, and enables the SVP, FP&A, to focus on board partnership, long-range planning, and senior stakeholder relationships.

The VP will drive financial planning cycles with cross-functional leadership, establish robust financial governance, and set the operating rhythm of the business—while leveraging automation and AI to scale impact in a lean organization.

This role will also be a critical partner to the SVP, FP&A, and CFO in communicating with the board and key stakeholders.

Reporting Structure & Team

• Reports directly to the SVP, FP&A
• Leads a team of managers and analysts spanning:
• GTM finance
• ARR / ACV / Bookings / Billings / Revenue analytics
• SaaS unit economics and margins
• Operating expense management
• Corporate reporting across all three financial statements
• FP&A operations and tech stack

What You’ll Do

• Leverage Proactively identify and deploy AI, automation, and advanced analytics approaches to increase FP&A capacity, improve forecasting accuracy, and streamline reporting and analysis
• Champion redesign of FP&A workflows to maximize team leverage and impact without significant near-term headcount growth; set the vision, sponsor the initiatives, and hold the team accountable for results
• Drive development of self-service reporting and insights that enable faster, data-driven decision-making across the organization
• Own FP&A analytical and reporting requirements and partner closely with the FP&A data architect to transition ARR and retention reporting to scalable data infrastructure, reducing reconciliation burden and establishing a single source of truth
• Drive financial planning cycles with cross-functional leadership, ensuring plans align with growth strategy, unit economics, and capital efficiency goals
• Establish and maintain clear KPI governance, including metric definitions, ownership, data sources, and consistent reporting across teams
• Design and operationalize the company’s rhythm of the business—aligning weekly, monthly, quarterly, and annual performance reviews with planning and decision-making cadences
• Own the end-to-end annual planning and rolling forecast processes, ensuring accuracy, timeliness, and cross-functional alignment
• Lead workforce planning in partnership with HR and functional leaders—tracking headcount actuals vs. plan, modeling hiring paces, and ensuring people costs are accurately reflected in forward-looking financials
• Establish forecast credibility with executive leadership by improving accuracy, repeatability, and clarity of underlying drivers—ensuring forecasts tell a clear “what changed and why” story, not just updated numbers
• Own the day-to-day forecasts and analytical outputs, challenging assumptions, tightening narratives, and ensuring the organization does not rely on SVP-level intervention to reach credible conclusions

What You’ll Bring

• 10+ years of progressive FP&A experience, with at least 3–4 years leading a team in a senior manager or director-level role
• Deep SaaS GTM finance expertise: ARR, NRR, bookings, pipeline analytics, and revenue forecasting
• Experience managing operating expenses across multiple functions
• Proficiency with integrated three-statement financial modeling; ability to own and present a full P&L, balance sheet, and cash flow forecast to executive and board audiences
• Strong cash flow literacy and understanding of the drivers connecting P&L performance to cash generation and capital efficiency
• Fluency in GAAP vs. non-GAAP SaaS metrics; ability to explain and defend bridges between audited financials and operational metrics
• Experience designing or operating KPI governance frameworks and performance management rhythms
• Experience in a PE-backed, high-growth, or investor-oriented environment
• Demonstrated track record of building, leading, and scaling FP&A teams

Nice To Have

• Experience with AI-assisted forecasting, automated variance analysis, or FP&A workflow automation
• Experience leading or contributing to a meaningful FP&A systems or process transformation (e.g., Adaptive Planning, data warehouse, or BI integration)
• Familiarity with Workday Adaptive Planning
• Background at a SaaS company scaling through the $300M–$700M ARR range