VP, Financial Planning & Analysis

Key Responsibilities 

Strategic Financial Leadership 

• Lead the annual operating plan, multi-year plan, and rolling forecast processes across all business units. 

• Translate corporate strategy into robust financial models, scenarios, sensitivity analyses, and actionable recommendations. 

• Provide support for growth initiatives, investments, pricing strategies, and capital allocation. 

• Serve as a trusted advisor to the CFO, CEO on financial strategy  

Forecasting, Budgeting & Performance Management 

• Own monthly, quarterly, and annual forecasting cycles with precision and discipline. 

• Analyze variances versus plan, prior year, and guidance; identify risks and opportunities early. 

• Establish and maintain KPIs, dashboards, and management reporting for executive and operational leaders. 

• Drive accountability through rigorous performance reviews and consistent operating cadences. 

 

Public Company & External Reporting Support 

• Lead FP&A’s role in earnings preparation, including guidance modeling, Board materials, and investor narratives. 

• Partner with Corporate Accounting, Investor Relations, and Legal to ensure alignment between internal forecasts and external disclosures. 

• Ensure FP&A processes comply with SOX controls and internal governance standards. 

Business Partnership 

• Partner with Sales, Product, R&D, Operations, and HR leaders for planning and decision making. 

• Evaluate ROI and financial impact of headcount plans, compensation programs, and strategic initiatives. 

• Support M&A activities including financial modeling, due diligence, and integration planning. 

Team Leadership & Capability Building 

• Build, lead, and develop a high-performing FP&A organization. 

• Drive standardization, automation, and best practices across planning and reporting processes. 

• Enhance financial systems, models, and tools to scale with company growth. 

 

Qualifications & Experience 

Required: 

• Bachelor’s degree in finance, Accounting, Economics, or related field. 

• 12+ years of progressive experience in FP&A or corporate finance, with at least 5 years of senior leadership. 

• Proven track record in a public company environment. 

• Robust zero-based budget modeling.  

• Strong financial modeling, forecasting, and analytical skills. 

• Deep understanding of P&L, balance sheet, and cash flow dynamics. 

• Demonstrated ability to influence senior executives and operate in a fast-paced, complex environment. 

Preferred: 

• MBA, CFA, or CPA. 

• Experience supporting earnings’ calls, guidance, and investor communications. 

• Expertise with financial planning systems including Adaptive, or similar. 

• Background in SaaS, technology, or global organizations. 

 

Key Competencies 

• Strategic thinking with meticulous attention to detail. 

• Executive level communication and data storytelling. 

• Ability to manage complexity and ambiguity. 

• High ownership, integrity, and accountability. 

• Strong people leadership and cross functional collaboration.