Vice President of Financial Planning & Analysis

Vice President of Financial Planning & Analysis

Charlotte, North Carolina, United States

The Vice President of FP&A will play a critical role in shaping the financial strategy and decision-making s position leads financial planning, analysis, and reporting while partnering closely with senior leadership. The VP of FP&A connects operational and strategic initiatives to the financial forecast, supports business decision-making through actionable insights, and ensures alignment across functional areas. Leading a high-performing FP&A team, this role combines strategic vision with hands‑on execution to drive company growth and enhance organizational performance.

• Lead the company’s budgeting, forecasting, and long‑range planning processes to support business goals.
• Prepare and present timely, decision‑ready financial materials, forecasts, and performance narratives for the Executive Team and Board of Directors.
• Lead financial modeling and business case analysis to support growth initiatives, operational improvements, and capital allocation decisions.
• Collaborate with FP&A teams and business leaders to communicate financial trends, forecast performance, and recommend course corrections.
• Partner with executive leaders to improve financial performance through revenue growth, profitability improvements, capital planning, and operational efficiency.
• Lead the FP&A team through AI transformation, creating efficiency on the team while enhancing business insights.
• Modernize FP&A processes, data infrastructure, planning tools, and business intelligence capabilities to improve accuracy, speed, scalability, and self‑service insights.
• Drive forecasting accuracy, data quality, and operational excellence across FP&A through clear standards, repeatable processes, and continuous improvement.
• Lead, coach, and develop the FP&A organization, building a culture of accountability, business partnership, critical thinking, and high-quality execution.
• Help Avid Xchange prepare for and help lead through future sale of the business

• Bachelor’s degree in Finance, Accounting, Economics, or a related field required; MBA or advanced degree preferred. Typically requires 12+ years of progressive experience in FP&A, strategic finance, investment banking, private equity, corporate development, or a related field.
• Demonstrated experience leading enterprise budgeting, forecasting, long‑range planning, executive reporting, and financial performance management.
• Strong financial modeling skills, including experience building integrated three‑statement models.
• Experience in a private equity‑backed company preferred. Experience in technology, SaaS, payments, or fintech is a plus.
• Proven ability to serve as a strategic finance partner to executive and cross‑functional leaders, connecting operational decisions to financial outcomes.
• Advanced financial modeling skills. Experience with planning, ERP, and business intelligence tools is preferred.
• Exceptional organizational judgment and ability to balance recurring planning cadences with multiple high‑priority and ad hoc analyses under tight deadlines.
• Exceptional executive presence and written, verbal, and presentation skills, including experience communicating financial forecasts and recommendations to senior executives and Boards.
• Proven ability to influence decisions, challenge assumptions constructively, and build alignment across all organizational levels.
• High professional integrity, intellectual curiosity, attention to detail, and effectiveness in a fast‑paced, dynamic environment.
• Demonstrated success leading and developing high‑performing FP&A teams that deliver accurate, timely, and decision‑ready financial insights.

Avid Xchange is…