Summary:

The Vice President, Financial Planning & Strategic Finance is a senior finance leader responsible for driving enterprise financial planning, forecasting, strategic analysis, capital planning, and transaction-related finance activities across Archwell Capital and its portfolio companies. This role serves as a strategic partner to senior leadership, translating complex financial and business information into actionable insights that support growth, investment, capital allocation, and operating decisions. The Vice President combines deep FP&A expertise with strong corporate finance and transaction capabilities, including cash flow and liquidity management, treasury, M&A, financing, and long-range planning. This individual is expected to operate with a high degree of ownership and intellectual curiosity, lead through ambiguity, and build scalable financial processes and capabilities as the organization grows.

Essential Job Duties and Responsibilities:

• Lead the annual budgeting, periodic forecasting, and long-range financial planning processes across the organization and its portfolio companies.

• Develop and oversee integrated financial models covering the income statement, balance sheet, cash flow statement, liquidity, and other key financial drivers.

• Consolidate financial forecasts, operating results, and strategic outlooks across multiple businesses and provide an enterprise-level view of financial performance.

• Analyze actual financial performance against budget, forecast, and prior periods, identifying underlying business drivers, risks, opportunities, and recommended actions.

• Lead the development of monthly, quarterly, and other executive-level management reporting, presentations, and financial materials.

• Partner closely with senior executives and business leaders to develop financial assumptions, assess business performance, evaluate strategic priorities, and support key operating decisions.

• Establish and monitor financial and operational KPIs that provide insight into organizational and portfolio company performance.

• Lead scenario, sensitivity, profitability, investment return, and other advanced financial analyses to support executive decision-making.

• Oversee corporate cash flow, liquidity planning, and related treasury analyses to support appropriate capitalization and deployment of resources.

• Evaluate capital structures, financing alternatives, debt capacity, liquidity requirements, and other corporate finance considerations.

• Support debt and equity capital-raising activities, including financial modeling, analysis, diligence, materials preparation, and execution support.

• Lead and support financial analysis related to acquisitions, investments, divestitures, and other strategic transactions.

• Evaluate potential acquisition and investment opportunities through financial modeling, valuation, diligence, return analysis, and assessment of strategic and financial implications.

• Develop transaction and company valuation analyses using relevant methodologies and provide recommendations to senior leadership.

• Partner with internal and external stakeholders throughout financial due diligence and transaction execution processes.

• Conduct company, market, industry, and competitive analyses to inform strategic planning, investment decisions, and corporate initiatives.

• Partner with Accounting, portfolio company finance teams, and other functions to ensure accurate, timely, and decision-useful financial information.

• Continuously improve forecasting methodologies, financial models, management reporting, processes, tools, and controls as the organization grows.

• Proactively identify emerging financial trends, business risks, opportunities, and areas requiring additional analysis rather than relying solely on assigned requests.

• Lead multiple high-priority financial and strategic initiatives simultaneously while maintaining quality and effectiveness under demanding deadlines.

• Build, develop, and provide leadership to finance team members, establishing high standards for analytical rigor, financial judgment, communication, and execution.

• Serve as a senior finance resource and strategic extension of executive leadership on complex financial, operational, and strategic matters.

• Support other strategic initiatives and ad hoc analyses as requested by senior management.

• Comply with all company policies and procedures.

• Maintain regular and punctual attendance.

Other Job Duties and Responsibilities:

Performs other related duties as assigned.

Supervisory Responsibilities:

• This position has direct reports. Manages staff and carries out supervisory responsibilities in accordance with the organization's policies and applicable laws. Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems.

Qualifications:

To perform this job successfully, an individual must be able to perform eachessential functionsatisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Education and/or Experience:

• Bachelors degree in Finance, Accounting, Economics, Business, or a related discipline required.

• MBA or other advanced degree preferred, but not required.

• 10 - 15 years of progressive experience in FP&A, strategic finance, corporate finance, investment banking, private equity, corporate development, transaction advisory, or a related financial discipline.

• Significant experience leading budgeting, forecasting, long-range planning, financial modeling, and executive-level financial analysis.

• Meaningful experience with M&A, valuation, capital structure, liquidity, treasury, and/or debt and equity financing strongly preferred.

• Demonstrated experience working across the income statement, balance sheet, and cash flow statement, including corporate cash flow forecasting and liquidity management.

• Prior experience leading, developing, and reviewing the work of finance professionals.

• Experience advising senior executives and translating complex financial analyses into clear business recommendations and decisions.

• Experience operating in a high-growth, acquisitive, private equity-backed, or otherwise fast-paced environment preferred.

• Advanced Excel and financial modeling skills, with demonstrated ability to independently structure complex analyses and evaluate multiple scenarios.

• Strong executive communication, presentation, judgment, and problem-solving skills.

Certificates, Licenses, Registrations:

• Certified Public Accountant (CPA) certification is a plus.

• Chartered Financial Analyst (CFA) designation is a plus

• Certified Management Accountant (CMA) certification is a plus.

Work Complexity:

Problems and issues faced are highly complex, numerous and undefined, and require rigorous information gathering, analysis and investigation to understand the problem. Problems typically impact many departments or sub-functions. Problems are typically solved through drawing from market knowledge, prior experience and analysis of issues.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Work is normally performed in a typical interior office work environment which does not subject the employee to any hazardous or unpleasant elements. The noise level in the work environment is usually moderate.

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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is frequently required to sit and talk or hear. The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds.

Job Responsibilities:

The statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as an all-inclusive list of all the work requirements of the position. The company may change the specific job duties with or without prior notice based on the needs of the organization.

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