VP, FP&A

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.