Vice President – FP&A

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the company's financial planning cycle, which encompasses the long-term financial strategy, annual operating plan, as well as monthly and quarterly forecasts.

• Create operating rhythms, establish accountability, and implement decision-making processes among Finance and business leaders.

• Develop and sustain the integrated financial model, incorporating three-statement modeling, operating metrics, and scenario analysis.

• Take ownership of revenue forecasting from a bottoms-up approach in collaboration with Go-To-Market, Customer Success, Revenue Operations, and Data teams, focusing on bookings, ARR, and revenue at both client and cohort levels.

• Prepare management reporting packages and board materials; lead executive financial reviews to communicate variances, trends, and forecast risks.

• Analyze the P&L impact of initiatives and provide recommendations for capital and resource allocation decisions.

• Act as a strategic partner to the CFO and executive team, converting financial data into actionable insights.

• Collaborate with the Controller to ensure alignment in accounting, reporting accuracy, and process enhancements.

• Direct the selection, implementation, and utilization of FP&A planning software, and automate budgeting and forecasting workflows.

• Assist with investor and lender reporting requests alongside Investor Relations and the CFO.

• Lead and mentor a small team within FP&A.

• Provide business-partner support for go-to-market strategies, product development, and general administrative functions.

• Facilitate the transition from spreadsheet-based processes to automated, AI-enabled planning, reporting, and the production of board materials.

⛳️ Requirements

• Over 10 years of experience in FP&A, with a minimum of 3 to 5 years in a leadership role within a fast-paced, growth-oriented environment.

• Strong expertise in three-statement modeling and a solid understanding of accounting principles.

• Experience in forecasting for recurring revenue businesses, including bookings, ARR, and unit economics.

• Demonstrated success in presenting financial plans, variances, and recommendations to executives and boards.

• Advanced proficiency in Excel and Google Sheets, with practical experience in implementing or managing FP&A planning tools such as Adaptive, Anaplan, or Planful.

• Proven experience in scaling a company through revenues of $200M or more, transitioning FP&A from manual spreadsheets to automated, AI-enabled processes.

• Strong business acumen, executive presence, and the capability to influence cross-functional stakeholders and guide change initiatives.

• A Bachelor's degree in finance, accounting, economics, or a related discipline.

• Familiarity with utilizing approved AI tools to enhance forecasting, analysis, and reporting while ensuring accuracy and confidentiality.

• Preference for experience with NetSuite or other ERP systems.

• Background in B2B2C, digital health, or another regulated healthcare sector is advantageous.

• Previous experience in investment banking, strategic finance, or venture/growth equity is a plus.

• An MBA, CFA, or CPA designation is preferred.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health and wellness benefits, including medical, dental, and vision coverage.

• Opportunities for professional development and career advancement.

• Flexible work environment with remote work options.

• Generous vacation policy and paid time off.

• Retirement savings plan with company matching.