Vice President, FP&A

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

📋 Description

• Act as a strategic partner to the CFO and a prominent member of the finance leadership team.

• Contribute to the development of corporate strategy, long-term planning, and annual operational priorities.

• Take ownership of the sponsor’s value creation strategy, encompassing EBITDA bridges and initiative monitoring.

• Oversee the preparation and presentation of financial results and forecasts to the executive team, board, and private equity sponsor.

• Manage the annual budget, rolling forecasts, and long-range plans.

• Construct and maintain integrated three-statement models for board reporting, lender requirements, and sponsor evaluations.

• Direct scenario and sensitivity analysis, including downside and acquisition scenarios.

• Lead the monthly and quarterly close-to-forecast cycles, variance analysis, and reporting packages for the board and sponsor.

• Define and monitor SaaS KPIs and unit economics.

• Collaborate with business leaders to establish targets, shape resource allocation, and assess investment ROI.

• Provide performance insights and actionable reporting.

• Assist with pricing, packaging, compensation plans, and go-to-market strategies.

• Select, implement, and maintain the enterprise planning platform and its integrations with ERP, CRM, HRIS, and data warehouse systems.

• Establish governance for models, manage version control, and create a single source of truth for planning data.

• Partner with Controllership, HR, and Product teams to govern foundational data.

• Collaborate on the 13-week cash forecast and manage the long-term liquidity perspective.

• Monitor compliance with covenants, debt servicing, and working capital requirements.

• Assess capital allocation across organic investments, M&A, and debt repayment.

• Provide pro forma and scenario analyses for M&A targets.

• Lead financial integration for acquired entities and track synergies and performance post-acquisition.

• Build, hire, coach, and develop a Financial Planning & Analysis (FP&A) team.

• Design operational cadence, processes, and controls for a scalable FP&A function.

• Identify and implement AI and workflow automation in forecasting, reporting, reconciliations, and back-office operations.

• Collaborate with IT, Accounting, and Revenue Operations to operationalize governed AI use cases.

• Achieve first-year objectives including establishing a planning platform, CARR reporting, integrated forecasting, an M&A integration playbook, embedded business partners, and measurable AI automation use cases.

⛳️ Requirements

• 10+ years of direct experience in FP&A, preferably in a SaaS or software company, with increasing leadership responsibilities.

• Practical experience with implementing an EPM or planning tool such as Pigment, Drivetrain, Adaptive, Planful, or Anaplan.

• Advanced skills in three-statement modeling and a solid understanding of SaaS metrics and revenue recognition principles.

• Proven expertise in cash management, including 13-week cash forecasting and working capital analysis.

• Capability to sit, stand, travel, and perform general office tasks with or without reasonable accommodation.

• Familiarity with M&A processes, including due diligence, valuation, and post-acquisition integration.

• Experience in scaling an FP&A function, encompassing both corporate FP&A and business partnership roles.

• Demonstrated ability to leverage AI for cross-functional and back-office automation.

• Background in a dynamic private equity-backed setting.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.

• MBA, CPA, or CFA designation preferred.

• Prior experience in a private equity-backed, growth-stage, or roll-up environment is a plus.

• Background in investment banking, consulting, or corporate development preferred.

• Familiarity with Salesforce, Sage Intacct, or Netsuite, or a similar ERP, along with a BI tool like Power BI, Tableau, or Looker preferred.

• Proficiency in SQL or Python for data-related tasks preferred.

• Strategic, hands-on, and detail-oriented mindset.

• Ability to communicate complex financial information to non-financial leaders and the board.

• Experience in establishing processes, tools, and teams.

• Ability to articulate a clear vision, nurture future leaders, uphold accuracy and integrity, and communicate openly.

• Strong judgment, credibility, and capacity to influence without authority.

🏝️ Benefits

• Competitive salary based on experience.

• Options for medical, dental, and vision insurance.

• 401(k) plan with company match.

• Flexible PTO policy along with company-paid holidays.

• Life insurance coverage.

• Pet insurance available.

• Employee discount and perks programs.

• One-time work-from-home stipend.

• Monthly company lunches.

• Volunteer opportunities.

• Quarterly team gatherings.

• Complimentary snacks, beverages, and coffee for employees visiting the Columbus, Ohio office.