Head of Financial Planning

Position is located in Tysons, VA and will be onsite. Applicant must from from a high growth SaaS environment. Ideally have startup experience, AI and SaaS. Must enjoy building. Company is pre-IPO.

Imagine helping shape the future of modern financial planning through technology. This fast-growing, venture-backed fintech organization is reimagining how individuals manage their financial lives by bringing investing, tax strategy, retirement planning, and long-term wealth management together in a single, intelligent platform.

Backed by leading institutional investors and innovative technology partners, the company is scaling rapidly while maintaining the collaborative environment and visibility typically found in an early-stage business. Team members have the opportunity to influence strategy, build foundational processes, and make a measurable impact on the organization's future growth.

This newly established leadership role offers the opportunity to build and elevate the Financial Planning & Analysis function from the ground up. As the head of FP&A, you will play a key role in translating financial data into strategic insights, helping executive leadership make informed decisions as the business continues to expand.

• Partner closely with senior finance leadership to develop annual operating plans, quarterly forecasts, and long-range financial strategies.
• Design and maintain sophisticated financial models that support planning, growth initiatives, pricing decisions, customer analytics, and operational performance measurement.
• Lead monthly and quarterly reporting processes, including variance analysis, KPI tracking, and executive-level business insights.
• Collaborate with leaders across revenue, marketing, product, engineering, operations, and other functions to evaluate business assumptions and support strategic decision-making.
• Improve and automate reporting, forecasting, and planning processes to enhance scalability and operational efficiency.
• Support investor relations activities, fundraising initiatives, board reporting, and other corporate finance projects.

Compensation includes a strong base with a generous options package.