The OpportunityWe are seeking a
Vice President, Financial Planning & Analysis to lead enterprise-wide planning, forecasting, management reporting and business performance analytics. Reporting to the
Chief Financial Officer, this role will be a key partner to executive leadership, business unit leaders and our private equity sponsor. The VP, FP&A will help build a scalable, data-driven FP&A function and play an important role in Opensity's continued growth, M&A activity and long-term value creation.
Key Responsibilities- Lead annual budgeting, forecasting and long-range planning across the organization.
- Own monthly and quarterly management reporting, variance analysis and executive performance reviews.
- Develop actionable financial and operational KPIs across revenue, margin, headcount, productivity, cash flow and profitability.
- Build robust recurring revenue analytics, including bookings, backlog, retention, churn, expansion and customer-level performance.
- Partner with business leaders to improve forecast accuracy, financial accountability and operating performance.
- Lead customer, service-line and business-unit profitability analysis to support pricing, investment and resource allocation decisions.
- Drive automation and modernization of FP&A, including dashboards, reporting, forecasting and data analysis.
- Support the CFO with Board, lender and private equity sponsor reporting.
- Support M&A diligence, integration, synergy tracking and post-acquisition performance management.
- Help maintain a strong, diligence-ready Finance organization and support future refinancing, recapitalization or exit processes.
- Lead and develop the FP&A team.
Qualifications- Bachelor's degree in finance, Accounting, Economics or a related field.
- 10+ years of progressive Finance experience, including significant FP&A leadership experience.
- Private equity-backed company experience required.
- Experience working through a private equity exit, sale process, recapitalization or similar transaction strongly preferred.
- Strong experience with recurring revenue businesses and associated KPIs and analytics.
- Meaningful M&A and post-acquisition integration experience required.
- Strong data analytics capabilities with demonstrated experience automating financial reporting and analysis.
- Experience in technology-enabled services, managed services, professional services, business services or SaaS strongly preferred.
- Strong financial modeling, forecasting and executive presentation skills.
- Experience working with Boards, senior executives and private equity sponsors.
- Experience with planning, ERP and BI tools such as Sage Intacct, Adaptive, Anaplan, OneStream, Power BI or similar platforms.
- CPA, CFA or MBA preferred but not required.
- Strong leadership, communication and business-partnering skills.
What We Offer- Competitive compensation and performance-based annual bonus.
- Comprehensive health and wellness benefits.
- Remote-first flexibility.
- Significant exposure to executive leadership, the Board and private equity sponsor.
- Meaningful involvement in M&A, integrations and strategic value-creation initiatives.
- The opportunity to help build the Finance function of a large, newly formed and growing organization.
