Position Description

Job Purpose

The Vice President of Financial Planning & Analysis (FP&A) is a senior finance leader responsible for driving enterprise-wide financial strategy, planning, and performance management for Lyles Construction Group.

This role leads the organization's budgeting, forecasting, long-range planning, and financial performance processes while partnering closely with executive leadership to shape strategic direction. The VP of FP&A translates financial and operational data into actionable insights that guide capital allocation, growth strategy, and business performance.

This position is designed as an evolving role. In the initial phase, the VP will be highly hands-on - personally building the FP&A function from the ground up, developing financial models, producing reports and dashboards, and executing core planning and analysis activities. As the department matures and the team scales, the role will progressively shift toward a more strategic, executive orientation - leveraging the insights generated by the FP&A function to influence executive decision-making, enterprise priorities, and long-term value creation.

The ideal candidate is equally comfortable rolling up their sleeves in Excel and an ERP as they are presenting to the Board - with the leadership capability to build, mentor, and scale a high-performing team over time.

A core expectation of this role is to critically evaluate Lyles Group's existing finance and planning processes, eliminate inefficiencies, and actively champion the adoption of modern tools - including artificial intelligence (AI), automation, and advanced analytics - to drive a smarter, faster, more insight-driven FP&A function.

Essential Duties and Responsibilities

Essential duties and other responsibilities include, but are not limited to, the following. Responsibilities are expected to shift in emphasis over time from hands-on execution toward strategic leadership and oversight as the FP&A function is established and scaled.

Enterprise Financial Strategy & Planning

• Lead enterprise-wide financial planning processes, including annual budget, long-range plan, and strategic financial roadmap
• Personally lead the company's annual budgeting and long-range planning processes, including direct development of templates, models, and consolidation of inputs (hands-on initially; oversight as the team grows)
• Partner with the CFO and executive leadership team to align financial strategy with corporate objectives
• Drive scenario planning and strategic modeling to support major business decisions, investments, and growth initiatives
• Manage rolling forecasts and scenario planning to support leadership decision-making
• Provide forward-looking insights on financial performance, risks, and opportunities

Financial Analysis, Reporting & Executive Communication

• Deliver detailed financial analysis including variance analysis, trend analysis, and performance reporting (direct execution expected in the early stage of the role)
• Build and maintain executive dashboards and reporting tools to support business leadership
• Oversee development of executive-level financial reporting, dashboards, and KPIs
• Synthesize financial and operational results into clear, strategic insights for the C-suite and Board
• Ensure consistency, accuracy, and transparency in enterprise financial reporting
• Translate complex financial data into actionable recommendations for leadership

Financial Modeling & Decision Support

• Personally build sophisticated financial models to evaluate growth opportunities, investments, and operational strategies during the initial build-out phase
• Develop financial models to forecast revenue, costs, cash flows, profitability, and operational performance
• Conduct scenario analysis and sensitivity modeling to assess business risks and opportunities
• Over time, transition model ownership to the team while retaining oversight of modeling frameworks, assumptions, and methodology
• Ensure modeling frameworks support executive decision-making and long-term planning

Strategic Business Partnership

• Serve as a key advisor to executive leadership and operating company presidents
• Partner directly with operating company leaders and department heads to understand business drivers and financial performance
• Influence strategic decisions through financial insight, scenario analysis, and performance evaluation
• Support capital allocation decisions, including investments, growth initiatives, and resource prioritization
• Provide financial leadership on pricing strategy, project profitability reviews, margin optimization, and business performance

FP&A Leadership & Organizational Development

• Build, lead, and scale the FP&A function across the enterprise
• Recruit, develop, and mentor FP&A analysts and financial reporting staff
• Build a high-performing FP&A team focused on strategic insight and business partnership
• Establish best practices in financial planning, forecasting, and performance management
• Elevate the role of FP&A from reporting to strategic advisory as the team matures

Process Improvement, Systems & Cross-Functional Leadership

• Critically evaluate existing FP&A and broader finance processes, identifying outdated or inefficient practices and leading the redesign of workflows to be leaner, faster, and more scalable
• Identify and execute opportunities to improve financial planning processes, reporting tools, and data quality - initially hands-on, later through team and cross-functional partners
• Drive continuous improvement in financial planning processes, data quality, and reporting efficiency
• Champion adoption of BI tools, dashboards, and financial systems to enhance decision-making
• Support the implementation of BI tools and financial dashboards
• Partner with accounting and IT teams to enhance financial systems and reporting capabilities
• Collaborate across finance functions (accounting, treasury, tax) to ensure alignment and integration
• Establish scalable processes to support organizational growth and complexity

AI Adoption & Digital Transformation in Finance

• Actively embrace and champion the use of AI tools, automation, and advanced analytics to modernize FP&A activities such as forecasting, variance analysis, reporting, and scenario modeling
• Stay current on emerging AI and finance technologies; evaluate and pilot tools that can reduce manual effort, accelerate insight generation, and improve decision quality
• Partner with IT, data, and operations leaders to identify use cases where AI and automation can replace or augment manual work across the finance organization
• Develop and mentor the FP&A team in the responsible, effective use of AI tools, building a culture of continuous learning, experimentation, and data-driven decision-making
• Ensure appropriate controls, data governance, and quality standards are in place as AI and automation are integrated into finance processes

Executive & External Stakeholder Management

• Engage regularly with executive leadership, Board members, and external stakeholders as needed
• Represent the FP&A function in executive forums, presenting insights, recommendations, and performance results

Position Requirements

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Required Education and Experience

• Bachelor's degree in Accounting, Finance, Economics, or related field (MBA or CPA preferred)
• 10+ years of progressive experience in financial planning & analysis, corporate finance, or related roles
• Experience in leadership roles within complex, multi-entity or project-based organizations
• Proven experience building or materially scaling an FP&A function - including direct, hands-on execution of budgeting, forecasting, modeling, and reporting
• Experience partnering with executive leadership and influencing enterprise-level decisions
• Experience in construction, infrastructure, engineering, or project-based industries preferred

Desired Skills and Knowledge

• Strong strategic finance and business acumen
• Advanced understanding of financial planning, capital allocation, and performance management
• Advanced, hands-on financial modeling and forecasting capability (not solely oversight)
• Expert-level Excel
• ERP systems experience (SAP, Oracle, or similar)
• BI tools such as Power BI, Tableau, or similar
• Strong financial reporting and analytics capabilities
• Ability to translate data into executive-level insights and strategy
• Ability to operate effectively across both tactical/hands-on execution and strategic/executive-level leadership
• Demonstrated track record of leading process improvement and modernization initiatives in a finance environment
• Working knowledge of AI tools (e.g., generative AI, machine learning, intelligent automation) and their practical application to FP&A and finance workflows
• Comfort experimenting with new technologies and leading change management through the adoption of digital and AI-enabled tools

Certificates, Licenses, Registrations

• A valid California Driver's License

Competencies

To perform this job successfully, an individual should demonstrate the following competencies:

• Strategic leadership
• Executive communication and influence
• Business partnership at the enterprise level
• Financial storytelling and insight generation
• Analytical thinking and hands-on technical depth
• Decision-making and judgment
• Organizational leadership and team development
• Process improvement mindset
• Innovation and willingness to embrace AI, automation, and new technologies
• Change leadership and ability to drive modernization of legacy processes
• Ability to flex between executor and executive as the function matures

Physical Requirements

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, depth perception and ability to adjust focus.

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.

Office - The noise level in the work environment is usually moderate.

This job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.