VP of Financial Planning & Analysis

Vice President / Director, Financial Planning & Analysis (FP&A) Position Summary

We are seeking a highly strategic and hands‑on Vice President / Director of Financial Planning & Analysis (FP&A) to build and lead the organization’s FP&A function during an exciting phase of growth and transformation.

This executive‑level finance leader will partner closely with the CFO and senior leadership team to drive enterprise‑wide financial planning, forecasting, reporting, and performance management. The ideal candidate is someone who combines strategic financial leadership with strong execution skills and enjoys building processes, improving systems, and creating structure in a fast‑paced environment.

This role is ideal for a finance leader who thrives in a growth‑oriented organization, is comfortable working through ambiguity, and is energized by the opportunity to create scalable FP&A processes from the ground up.

• Own the company’s annual operating plan (AOP), quarterly forecasting process, long‑range financial planning, and monthly financial analysis
• Build and maintain comprehensive financial models covering revenue, margins, EBITDA, cash flow, capital expenditures, and business performance
• Develop forward‑looking financial insights and establish reliable reporting frameworks to support strategic decision‑making
• Create executive‑level reporting packages and presentations for senior leadership and board stakeholders
• Deliver detailed variance analysis, identify risks and opportunities, and translate business performance into actionable recommendations
• Partner with executive leadership on strategic initiatives including pricing strategy, cost optimization, growth investments, M&A evaluations, and operational improvements
• Build and improve FP&A processes, reporting infrastructure, dashboards, and financial systems
• Establish KPI frameworks and provide visibility into operational and financial performance
• Partner cross‑functionally with Sales, Operations, HR, Marketing, Supply Chain, and business leaders to align financial goals with company strategy
• Lead, mentor, and develop FP&A team members while establishing best practices and operational standards
• Improve data accuracy, reporting automation, and analytical capabilities across the organization

• Strategic finance leader who is also comfortable being hands‑on and diving into details
• Experienced building or improving FP&A functions, processes, and reporting structures
• Strong analytical thinker who enjoys solving complex business problems
• Comfortable working in environments where processes are evolving and improvements are needed
• Collaborative, curious, and able to partner effectively across departments
• Strong communicator who can translate financial data into clear business recommendations
• Thrives in fast‑paced organizations where ownership, initiative, and execution are highly valued
• Comfortable leveraging technology and AI‑driven solutions to improve finance processes and efficiency

• 12+ years of progressive experience in FP&A, corporate finance, strategic finance, or related fields
• 5+ years of experience leading FP&A teams and owning enterprise financial planning processes
• Proven experience building or scaling FP&A functions, reporting structures, and financial processes
• Strong expertise in budgeting, forecasting, financial modeling, and variance analysis
• Experience with P&L management, EBITDA analysis, and cash flow forecasting
• Experience preparing executive‑level, board‑level, or investor‑facing financial reporting
• Advanced Excel modeling skills and experience with BI/reporting tools such as Power BI or Tableau
• Experience working with ERP systems and financial reporting platforms
• Strong cross‑functional partnership and executive communication skills
• Bachelor’s degree in Finance, Accounting, Economics, or related field required

• MBA, CPA, CFA, or advanced finance certification
• Experience working in private equity‑backed organizations
• Background in distribution, technology, telecommunications, or multi‑location service environments
• Experience supporting M&A activity, integrations, or strategic…