About the role:We are seeking a strategic and execution-oriented VP of Financial Planning & Analysis to join our leadership team at a pivotal moment in our growth. As a high-growth B2B SaaS and data/AI company moving through the scale-up phase into enterprise, this role will serve as a critical partner to the CFO, CEO, and board - translating financial data into decisions that accelerate the business.
This is a hands-on, highly visible role that requires an operator mindset. You will own the FP&A function end-to-end: from the annual operating plan and rolling forecast to board materials and GTM analytics. The right candidate thrives in fast-moving environments, communicates with clarity at the executive level, and brings the SaaS financial fluency needed to help scale a company.
Responsibilities include:Strategic Planning & Forecasting- Own the annual operating plan (AOP), rolling forecasts, and long-range plan (LRP) across all functions.
- Build and maintain a financial model: ARR bridge, NRR, CAC/LTV, Rule of 40, and free cash flow.
- Lead scenario planning and capital allocation analysis in partnership with the CFO.
Business Partnership & GTM Analytics- Serve as the embedded finance partner to Sales, Marketing, Product, and Engineering leadership.
- Develop and own GTM analytics: pipeline coverage, quota attainment, CAC payback, and segment-level unit economics.
- Lead monthly or quarterly department budget reviews with variance analysis, leading indicators, and actionable commentary.
Board & Investor Reporting- Lead preparation of board materials, investor decks and relations, and lender reporting packages.
- Own the KPI dashboard and management reporting infrastructure; drive adoption across the leadership team.
- Support equity events, M&A diligence, and credit facility compliance reporting as required.
Team & Systems- Build and lead a high-performing FP&A team as the company scales; currently a lean function with high expectations.
- Architect the financial systems and data infrastructure to support a scalable business.
- Drive automation and process improvement to shorten forecast and budgeting cycles.
Required Qualifications:- 10+ years of progressive FP&A experience, including at least 3 years in a VP or Director-level role at a B2B SaaS company.
- Proven track record supporting a company through significant ARR growth (ideally $50M to $150M+ or comparable stage).
- Deep fluency in the following metrics: ARR/MRR, churn, NRR, LTV:CAC, S&M efficiency, Rule of 40, and FCF margin.
- Experience preparing board-level materials and presenting to investors, lenders, or executive leadership.
- Exceptional financial modeling skills; able to build from scratch and stress-test assumptions independently.
- Strong executive presence with the ability to distill complex data into clear, concise narratives.
- Proficiency with modern financial tools; experience with Intuit Enterprise Suite, Salesforce, or similar platforms a plus.
- Background in investment banking, private equity, or strategic finance a strong plus.
- MBA or similar advanced degree or certification a plus but not required.
