We are seeking a strategic, commercially minded Vice President of Financial Planning & Analysis to lead enterprise planning, forecasting, performance management, and decision support. Reporting to the Chief Financial Officer, this senior leader will serve as a trusted partner to leadership, translating financial and operational data into clear insights, informed decisions, and measurable outcomes.
The ideal candidate has led FP&A in complex, growth-oriented organizations with both B2B and B2C models. Private equity experience is strongly preferred, including value-creation plans, board/sponsor reporting, cash/leverage management, and transaction analysis.
This senior leader will modernize the FP&A function using data, automation, and practical artificial intelligence capabilities to enhance forecasting, scenario analysis, and business decision-making.
Key ResponsibilitiesEnterprise Planning and Forecasting- Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning.
- Build integrated financial models linking revenue, margin, opex, headcount, capex, cash flow, and balance-sheet metrics.
- Establish timely, driver-based forecasting tailored to B2B and B2C business models.
- Run scenario and sensitivity analyses to evaluate growth investments, pricing, cost actions, and strategic alternatives.
- Improve forecast accuracy, speed, and organizational accountability.
Business Performance and Decision Support- Partner with senior leaders to establish operating plans, performance targets, and actionable KPIs.
- Deliver clear analyses of actual results, forecast variances, business drivers, risks, and opportunities.
- Translate complex data into concise recommendations for senior leaders, the board, and investors.
- Evaluate customer economics across B2B and B2C channels, including pricing, volume, retention, CAC, LTV, and unit margins.
- Guide resource allocation and investments through disciplined financial analysis and return expectations.
- Provide financial leadership for new initiatives, product launches, market expansions, and cost transformations.
Private Equity, Board, and Stakeholder Support- Support the CFO and CEO in board, private equity sponsor, and lender communications.
- Produce accurate board materials, investor reporting, and recurring performance updates.
- Track progress against the value-creation plan, identify performance gaps, and recommend corrective actions.
- Maintain visibility into cash generation, liquidity, leverage, covenants, and debt paydown.
- Support M&A, refinancing, and transactions through modeling, diligence, synergy analysis, and integration tracking.
Data, Technology, and AI Leadership- Execute a roadmap to modernize FP&A processes, systems, data, and analytics.
- Identify practical AI and machine learning applications for forecasting, variance analysis, scenario modeling, and reporting.
- Implement AI-enabled capabilities that boost insight and productivity while preserving financial controls, security, and human oversight.
- Partner across Finance and IT to ensure trusted data sources, scalable reporting, and consistent metrics.
- Automate manual reporting to shift FP&A team focus toward forward-looking analysis.
- Build AI and data fluency within finance through pragmatic experimentation tied to business outcomes.
FP&A Leadership and Organizational Development- Lead, recruit, and retain a high-performing FP&A team.
- Set clear roles, priorities, service expectations, and career development paths.
- Build strong business-partnering capabilities and a culture of accountability, curiosity, and continuous improvement.
- Evolve the FP&A operating model and structure as the organization grows.
- Drive disciplined execution while remaining agile and hands-on in a fast-paced environment.
- Elevate financial acumen across non-financial senior leaders.
Candidate Qualifications- Bachelor's degree in finance, accounting, economics, or business; MBA, CPA, or CFA preferred.
- Progressive finance experience with senior leader responsibility for enterprise FP&A.
- Track record leading budgeting, forecasting, long-range planning, and senior leader decision support.
- Experience in both B2B and B2C environments strongly preferred.
- Experience within a private equity-owned or highly leveraged organization preferred.
- Strong command of 3-statement modeling, cash flow, liquidity, and working capital analysis.
- Experience supporting boards, investors, lenders, and senior leaders.
- Ability to connect operational drivers and customer behavior directly to financial results.
- Background modernizing planning platforms, BI tools, data environments, automation, and AI applications.
- Experience leading financial-system or FP&A transformation initiatives preferred.
Leadership Attributes- Strategic thinker who balances macro-level vision and detailed operational drivers.
- Commercially oriented partner focused on business value creation.
- Pragmatic innovator with sound judgment on balancing AI applications with human oversight and controls.
- Clear communicator capable of influencing senior leaders, investors, and operational teams.
- Constructive challenger who drives accountability while building strong cross-functional relationships.
- High integrity, intellectual curiosity, ownership, and professional maturity.
- Resilient leader comfortable navigating ambiguity, rapid growth, and competing priorities.
- Dedicated talent developer who builds high-performing teams.
