VP, Financial Planning & Analysis

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

📋 Description

• Take charge of the annual operating plan (AOP), rolling forecasts, and long-range planning (LRP) across all departments.

• Create and manage a comprehensive financial model: including ARR bridge, NRR, CAC/LTV, Rule of 40, and free cash flow.

• Guide scenario planning and capital allocation assessments in collaboration with the CFO.

• Act as the integrated finance partner for Sales, Marketing, Product, and Engineering leadership.

• Develop and oversee go-to-market analytics: pipeline coverage, quota achievement, CAC payback, and segment-level unit economics.

• Conduct monthly or quarterly budget reviews for departments, including variance analysis, leading indicators, and actionable insights.

• Lead the creation of board materials, investor presentations, and lender reporting packages.

• Manage the KPI dashboard and the infrastructure for management reporting; promote its use across the leadership team.

• Assist with equity events, M&A diligence, and compliance reporting for credit facilities as needed.

• Build and guide a high-performing FP&A team as the company expands; currently a streamlined function with high expectations.

• Design the financial systems and data infrastructure to accommodate a scalable business model.

• Propel automation and process enhancements to expedite forecasting and budgeting cycles.

⛳️ Requirements

• 10+ years of advancing FP&A experience, with a minimum of 3 years in a VP or Director-level position within a B2B SaaS organization.

• Demonstrated success in supporting a company through substantial ARR growth (preferably from $50M to $150M+ or of a similar stage).

• Strong understanding of key metrics: ARR/MRR, churn, NRR, LTV:CAC, S&M efficiency, Rule of 40, and FCF margin.

• Experience in preparing materials for board meetings and presenting to investors, lenders, or executive teams.

• Outstanding financial modeling capabilities; adept at building models from the ground up and independently stress-testing assumptions.

• Strong executive presence and ability to translate complex data into clear, succinct narratives.

• Proficiency with contemporary financial tools; familiarity with Intuit Enterprise Suite, Salesforce, or similar platforms is advantageous.

• Background in investment banking, private equity, or strategic finance is a significant plus.

• An MBA or similar advanced degree or certification is preferred but not mandatory.

🏝️ Benefits

• Health insurance

• Retirement plans

• Paid time off

• Flexible work arrangements

• Professional development