VP, Financial Planning – Analysis

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

📋 Description

• Establish the strategy and direction for comprehensive FP&A across the organization.

• Oversee the annual planning process, rolling forecasts, and long-term financial planning initiatives.

• Manage the consolidated financial forecast encompassing revenue, expenses, profitability, cash flow, GAAP EPS, and non-GAAP EPS.

• Collaborate with the CFO on reporting for the Board, investors, and executive management.

• Link forecasts with actual performance, analyze variances, and implement performance management and financial accountability.

• Provide insights to executive leadership regarding revenue drivers, unit economics, margins, operational performance, investment priorities, resource allocation, and financial trade-offs.

• Lead and nurture the FP&A team, which includes a director and analysts.

• Take ownership of financial modeling and scenario analysis for acquisitions and new ventures.

• Develop FP&A systems, decision support tools, financial analytics, scalable processes, models, and reporting capabilities.

• Promote the integration of AI and automation within forecasting, analysis, and planning workflows.

⛳️ Requirements

• 10 to 15+ years of advanced FP&A or corporate finance experience.

• Proven experience leading a company-wide FP&A function or managing an enterprise-level consolidated forecast.

• Background in public-company FP&A, including providing forecasts that inform external financial guidance, earnings reports, or investor communication.

• Strong technical skills in financial modeling, encompassing the ability to build, explain, and stress-test a complete P&L through EPS.

• History of delivering reliable forecasts, demonstrating financial accountability, and supporting executive decision-making.

• Experience in leading and developing FP&A teams effectively.

• Possess executive-level judgment with the capability to operate independently and influence C-suite stakeholders.

• Experience across diverse business lines and fostering alignment among business leaders regarding financial strategy.

• Practical daily experience with AI tools, such as Claude or ChatGPT.

• Background in preparing materials for the Board and investors or collaborating with Investor Relations teams.

• Knowledgeable in M&A financial evaluation, integration modeling, or strategic investments.

• Familiarity with large, complex, or multi-business organizations.

• Foundation in accounting, such as a CPA qualification or early-career audit experience.

• Experience in constructing or modernizing FP&A processes, systems, and reporting infrastructures.

• Background in healthcare, health technology, or another regulated industry.

🏝️ Benefits

• Medical, Dental, and Vision plans.

• Flexible Spending/Health Savings Accounts.

• Flexible PTO.

• 401(k) with Company Match.

• Life Insurance.

• Pet insurance.