Lead FP&A function as a strategic partner to the CFO, managing financial forecasting, budgeting, and analysis while optimizing processes and systems.
At Apptegy, we partner with school districts to simplify communication, elevate their brand, and empower every role within their organization. Our clients are passionate about education, and we're just as passionate about supporting them with high-performing and thoughtful people and products designed to make every school community a better communicator. Come grow with us!
Why You'll Love This Job
As the VP of FP&A, you will serve as a strategic leader and thought partner to the CFO and executive leadership team. You’ll lead a high-performing team focused on delivering proactive insights that drive critical decisions and ensure our financial strategy evolves as we scale the business. Rather than simply building models, you’ll help shape the decisions behind them, guiding resource allocation and long-term value creation in a fast-moving SaaS environment.
What You'll Do
Forecasting, Budgeting, and Analysis
- Own the annual budgeting and monthly re-forecast processes, with a focus on alignment to strategic goals.
- Develop multi-year financial models to project ARR growth, cash flow, churn, and key SaaS metrics.
- Deliver monthly and quarterly FP&A presentations to the executive team and Board, highlighting key insights and areas of opportunity.
Team Leadership & Development
- Mentor and manage a high-performing FP&A team; establish clear goals and rigor around analysis and presentation standards.
- Foster a culture of continuous improvement and data-driven decision-making across the finance team.
- Promote a collaborative, service-oriented approach that positions FP&A as a trusted partner to internal teams.
Cross-Functional Business Partnering
- Develop deep working relationships with the CFO and senior leadership to guide decision making across key areas of investment and operational planning.
- Collaborate with functional leaders to identify business trends and opportunities for growth.
- Provide financial insights that enable functional leaders to execute with confidence and clarity.
Process & Systems Optimization
- Drive adoption of next-generation financial tools, including AI-powered solutions.
- Evaluate and enhance FP&A systems and workflows.
- Standardize processes for month-end close, forecasts, and Board materials to improve cadence and accuracy.
Private Equity & Board Relations
- Serve as a key financial liaison with our Private Equity partners, ensuring timely and accurate reporting, covenant compliance, and proactive communication.
- Prepare and deliver clear, concise, and compelling financial presentations for Board of Directors meetings, investor updates, and PE sponsor reviews.
- Support PE-driven initiatives, including potential M&A activities, due diligence, and value creation projects.
What We are Looking For
- 10+ years of progressive finance experience, with at least 5 years in a leadership role.
- Bachelor’s degree in Finance, Economics, Accounting, or another quantitative field
- Mastery of financial modeling and forecasting best practices, including driver-based and scenario modeling.
- Proven track record of implementing or scaling FP&A systems and processes.
- Familiarity with BI and analytics platforms (e.g., Tableau).
- Exceptional communication skills, capable of presenting complex analyses clearly to both financial and non-financial stakeholders.
- Hands-on leader with strong team-building, mentoring, and project management capabilities.
What Makes You Stand Out
- Expertise in SaaS financial metrics: ARR, net and gross revenue retention, cohort analysis, sales productivity (CAC, payback period).
- Experience in a PE-backed company or working closely with private equity investors.
- MBA or Master’s in a relevant field.
At Apptegy, we're deeply committed to creating an environment where you can thrive. We strive to make this a truly impactful and rewarding role, equipping you with experiences that propel your future success. We believe in fostering well-being both at work and at home, which is why we provide:
Comprehensive medical, dental, vision, and life insurance coverage
Retirement 401(k) with employer match
Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)
Mental Health Reimbursement
Unlimited paid time off including seasonal (December) company-wide time off
Paid parental and medical leave
Apptegy champions the thoughtful integration of AI to empower our teams and processes. As we seek to understand your individual capabilities and how you might contribute, we ask that all responses to application questions and during interviews are genuinely your own. Please refrain from using AI generation tools, as our aim is to assess your authentic voice and expertise.
Apptegy is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
Top Skills
Ai-Powered Financial Tools
Bi Platforms
Financial Modeling
Tableau
Similar Jobs
Edtech • Software
The VP of FP&A will lead the finance team, manage annual budgeting, forecasting, and drive analytical insights to support business decisions.
Top Skills:
Bi PlatformsTableau
Chemical
The Head of Integrated Product Support will lead logistics and support strategies, manage cross-functional teams, and enhance military hardware deployment.
Top Skills:
AIComputer VisionLattice OsNetworking TechnologySensor Fusion
HR Tech • Cryptocurrency
The Staff Social Media Manager at GitLab will manage content calendars, drive employee advocacy programs, create technical content for developers, and engage with the developer community.
Top Skills:
Adobe Creative SuiteAsanaCanvaFigmaSprout Social
What you need to know about the Charlotte Tech Scene
Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.
Key Facts About Charlotte Tech
- Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
- Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
- Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
- Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus