Head of FP&A

Our client is a private equity-backed technology company in Bethesda, MD.

The Head of FP&A will be an integral member of the leadership, working closely with the CFO, CEO and Investors. This role is ideal for a finance professional who can build structure and deliver high-quality analysis in a fast-paced setting.

The Head of FP&A will be responsible for owning the budgeting, forecasting, and reporting processes while providing critical financial insights to the executive team. This position requires a strong operator who can balance both hands-on financial work and strategic analyses to help guide business decisions.

Key Responsibilities

• Lead budgeting, forecasting, and cash flow management during the interim period.

• Prepare monthly financial reporting packages with KPI and variance analysis.

• Develop financial models and dashboards to support revenue analysis.

• Partner with business leaders across sales, product, and operations to support decision-making.

• Assist in preparing board and investor reporting materials.

• Evaluate and implement process improvements and FP&A tools to improve scalability.

• Serve as a key point of contact for finance in a small, collaborative office environment.

Qualifications

• Bachelor’s degree in Finance, Accounting, or a related field; MBA/CPA/CFA is a plus.

• 15+ years of FP&A experience (tech/SaaS/Gov Con a+).

• Proven ability to step into an interim or contract role and quickly add value.

• Strong financial modeling, reporting, and Excel skills.

• Familiarity with SaaS/technology metrics and investor reporting.

• Comfortable working in a small team/startup-like environment with high visibility.

$base plus incentive compensation (Depending on experience)

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