The Vice President of Financial Planning & Analysis (FP&A) serves as the senior finance leader within the organization, responsible for guiding the company's financial strategy, ensuring accurate forecasting, and providing performance insights across the organization.
In addition to leading the FP&A function, this role oversees the Accounting function, ensuring the integrity of financial reporting, strong internal controls, and compliance with regulatory standards.
Reporting directly to the CEO, the Vice President of FP&A partners closely with executive leadership, private equity sponsors, and functional leaders to support value creation, drive operational excellence, and prepare the organization for a potential exit.
What You Will Do:
Strategic Financial Leadership (FP&A)
Lead the annual operating plan, long-range planning, and rolling forecast processes.
Collaborate with the CEO, Sales, Marketing and Customer Success to optimize go-to-market investment, sales capacity planning, quota setting, and pricing and packaging strategy.
Translate strategic initiatives into measurable financial outcomes, KPIs, and clear accountability metrics.
Board & Lender Reporting
Manage the creation and delivery of monthly and quarterly reporting packages for executive leadership, private equity sponsors, and lenders.
Provide variance analysis, cohort analysis, and performance insights that align with the strategic plan.
Support board meetings, lender reporting requirements, and due diligence activities related to a potential exit.
SaaS Metrics & Performance Management
Oversee and refine key SaaS metrics such as ARR, NRR, GRR, CAC, LTV, churn rates, unit economics, and cohort analysis.
Own revenue and pipeline analytics including bookings, pipeline coverage, conversion rates, and sales productivity.
Work cross-functionally to improve go-to-market efficiency and customer retention.
Develop and maintain KPI dashboards that promote operational discipline throughout the organization.
Forecasting, Modeling & Analysis
Develop and maintain integrated 3 statement financial models.
Own cash flow forecasting, liquidity planning, and covenant compliance modeling.
Lead scenario planning exercises, sensitivity analysis, and capital allocation modeling.
Oversee planning related to headcount, compensation, and organizational capacity.
Accounting & Financial Reporting Leadership
Lead the Accounting function, overseeing both in-house and outsourced teams across GL, revenue recognition, billing, AR, AP, payroll, and the close process.
Ensure a timely and accurate monthly close in accordance with GAAP.
Maintain strong internal controls, policies, and procedures to safeguard financial assets and ensure compliance.
Manage relationships with external auditors, tax advisors, and third-party accounting partners.
Support audits, tax filings, and due diligence for exit-readiness.
Systems, Controls & Process Improvement
Continuously improve finance and accounting processes to enhance speed, accuracy, consistency, and readiness for potential exits.
Qualifications:
About You:
At least 10 years of progressive finance experience, including senior leadership responsibilities.
Experience in private equity-backed and/or high-growth SaaS companies.
Exceptional analytical, financial modeling, and communication skills
Excellent understanding of SaaS business models and revenue recognition principles.
Proven experience leading both FP&A and Accounting teams.
Strong knowledge of GAAP and financial controls.
Even Better:
MBA strongly preferred.
Experience supporting private equity sponsors, board and lender reporting, and exit preparation activities.
