Vice President of Financial Planning Analysis

Head of Financial Planning & Analysis (FP&A)

Location: New York, NY (4 days per week in office in NYC)

Reports To: Deputy CFO

Department: Finance

Employment Type: Full-Time

Leadership Level: Head of Function

NOTE: Company is growing 70% YOY, Owner Run / Funded, Raised 60M+, growing extremely fast, strong cash reserves, global footprint.

We are interested in candidates who have been a part of selling a company OR gone through an exit, not job hopped every two years, and has worked in SAAS, Tech, Media OR a hyper-growth Series A‑F company. This is a building role establishing the department and owning it.

Our client is a rapidly scaling, investor‑backed company entering an exciting stage of growth. As the business continues to expand across multiple revenue streams, they are investing heavily in building a world‑class finance organization.

They are seeking a Head of Financial Planning & Analysis (this is Sr Dir/VP level role) to lead and transform the FP&A function from the ground up. Reporting directly to the Global Head of Finance / Deputy CFO, this individual will own the company's financial planning strategy, rebuild and manage the three‑statement financial model, lead budgeting and forecasting, and provide executive‑level financial insights that drive business decisions.

This is a highly visible leadership role with significant exposure to executive leadership. The successful candidate will be both a strategic finance partner and a hands‑on builder—someone who enjoys rolling up their sleeves, developing sophisticated financial models, and creating board‑level presentations while building scalable FP&A processes for a high‑growth organization.

• Own and maintain the company's integrated three‑statement financial model.
• Lead the annual budgeting process across all business units.
• Develop rolling monthly and quarterly forecasts with detailed variance analysis.
• Establish and manage the company's FP&A operating cadence, planning calendar, and reporting processes.
• Partner closely with Finance, Accounting, Sales, Operations, and business leaders to improve financial visibility and decision‑making.
• Support operational finance initiatives across revenue‑generating business units.

• Build executive and board reporting packages highlighting financial performance, KPIs, trends, and business drivers.
• Develop dashboards and reporting tools that provide department leaders with actionable financial insights.
• Analyze revenue performance, margins, operating expenses, and profitability across multiple business segments.
• Deliver meaningful recommendations that improve financial performance and operational efficiency.

• Partner with executive leadership on strategic initiatives including:
• New product launches
• Revenue growth initiatives
• Geographic expansion
• Capital allocation
• Support fundraising, investor presentations, and executive financial analyses.
• Build financial scenarios and sensitivity models to support strategic decision‑making.

• Evaluate and enhance FP&A systems, reporting tools, ERP integrations, and financial planning software.
• Implement scalable financial planning processes and reporting automation.
• Build best‑in‑class financial controls and planning practices that support continued growth.

• 8–12+ years of progressive FP&A, Strategic Finance, Corporate Finance, or Investment Banking experience.
• Strong background in financial modeling and corporate planning.
• Previously worked in Investment Banking
• Experience with in high‑growth, venture‑backed, private equity‑backed, SaaS, technology, digital media, or similar fast‑paced environments is highly preferred.
• Proven success building or significantly improving an FP&A function—not simply maintaining an existing process.
• Experience supporting executive leadership, Board reporting, and investor communications
  .
• Comfortable operating in lean, entrepreneurial environments where priorities evolve quickly.

• Advanced Excel and financial modeling expertise.
• Ability to build complex multi‑scenario financial models from scratch.
• Strong forecasting,…