Vice President of Financial Planning Analysis

We are partnered with a PE-Backed global business operating at the intersection of financial services and business process outsourcing. The organization, previously publicly listed, was successfully taken private three years ago and has since undergone significant operational and financial transformation.

Today, the ~$1bn+ revenue platform is entering its next phase of value creation with a potential liquidity event on the horizon over the next ~24 months. As a result, the company is investing in its finance infrastructure and seeking a high-calibre, analytically minded leader to join the corporate FP&A function in a newly created highly strategic role.

This position sits at the centre of the investment thesis — partnering directly with the private equity sponsor, CFO, and executive team to build long-range models, deliver investor-grade insights, and help shape the financial narrative presented to lenders and the Board. The hire will centralize and professionalize core financial analysis, reducing reliance on sponsor bandwidth while elevating the sophistication of decision-making across the enterprise.

This is a mandate that extends well beyond traditional planning and reporting. It is ideally suited to an intellectually curious finance athlete looking to transition from advisory or investing into a true operating environment where their work will directly influence strategy and enterprise value.

The VP Corporate FP&A will serve as a senior analytical finance resource responsible for owning the company’s forward-looking financial framework and supporting critical strategic initiatives. This individual will operate as a key thought partner to leadership, translating operational strategy into financial outcomes and ensuring the business maintains sponsor-grade rigor across planning, reporting, and analysis.

• Own and maintain the integrated operating and financial model, including budget, forecast, and long-range planning.
• Ensure accuracy and consistency across key metrics such as operating drivers, EBITDA, cash flow, leverage, and covenant performance.
• Establish a single source of truth for forward-looking financial analysis.
• Lead preparation of monthly and quarterly lender and investor reporting packages.
• Support covenant calculations, liquidity forecasting, variance analysis, and ad-hoc financing requests.
• Partner with the CFO to develop board-level materials highlighting performance, outlook, and key risks/opportunities.

• Provide analytical leadership across major operational initiatives, including pricing strategy, cost optimization, growth investments, restructuring, and integration efforts.
• Evaluate ROI, downside/upside scenarios, and execution trade-offs for senior leadership and the Board.
• Collaborate with functional leaders to translate business initiatives into measurable financial outcomes.

• Act as a day-to-day analytical interface with the private equity sponsor.
• Support M&A, divestitures, financings, refinancings, and other strategic transactions.
• Assist in preparing diligence materials, transaction models, and data rooms.

• 3–5+ years of experience within investment banking, private equity, or a similarly rigorous analytical environment.
• Exceptional financial modelling, analytical, and presentation capabilities.
• Strong commercial instincts with the ability to connect operational performance to financial outcomes.
• Comfortable operating independently within a high-expectation, PE-backed environment.
• Motivated by ownership, visibility, and the opportunity to influence enterprise value creation.