Vice President of Financial Planning Analysis

Overview

Our client is seeking a Vice President, Financial Planning & Analysis (FP&A) to lead enterprise-wide financial planning, forecasting, and performance management while serving as a strategic advisor to executive leadership. This senior finance role is responsible for translating business strategy into actionable financial insights, driving data-driven decision-making, and building scalable FP&A capabilities to support long-term growth and profitability.

Key Responsibilities

• Lead company-wide budgeting, forecasting, and long-range planning processes, ensuring alignment with strategic objectives and operational plans.
• Own financial modeling, scenario analysis, and sensitivity analysis to support strategic initiatives and executive decision-making.
• Provide clear, actionable financial insights to the CEO, CFO, and executive leadership team on performance, risks, and opportunities.
• Oversee monthly and quarterly performance reviews, including variance analysis against budget, forecast, and prior periods.
• Partner with functional leaders across Sales, Marketing, Product, Operations, and Technology to support planning, resource allocation, and investment decisions.
• Develop and maintain executive dashboards, KPIs, and reporting frameworks that drive accountability and transparency.
• Support capital allocation, pricing strategy, headcount planning, and investment evaluation initiatives.
• Drive continuous improvement of FP&A processes, models, and systems to enhance accuracy, speed, and scalability.
• Build, mentor, and lead a high-performing FP&A organization with strong analytical and business partnership capabilities.
• Collaborate closely with Accounting to ensure alignment between management reporting and financial statements.

Operating Context

• Reports to the Chief Financial Officer and serves as a key member of the senior finance leadership team.
• Acts as the primary finance business partner to executive leadership and department heads.
• Oversees enterprise FP&A functions supporting both corporate and business-unit-level planning.
• Operates in a fast-paced, high-visibility environment with recurring planning cycles and board-level reporting requirements.

Success Metrics

• Accuracy, reliability, and timeliness of forecasts, budgets, and long-range plans.
• Quality and clarity of financial insights delivered to executive leadership.
• Improved financial predictability, resource allocation, and performance management across the organization.
• Adoption and effectiveness of FP&A tools, dashboards, and reporting frameworks.
• Confidence and trust from executive leadership in FP&A analysis and recommendations.
• Engagement, performance, and retention of FP&A leadership and team members.

Required Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 12+ years of progressive experience in FP&A, corporate finance, or financial strategy roles.
• Proven experience leading enterprise-level financial planning and performance management functions.
• Advanced financial modeling, forecasting, and analytical expertise.
• Strong understanding of financial statements, GAAP, and management reporting.
• Demonstrated ability to partner with senior executives and influence strategic outcomes.

Preferred Qualifications

• MBA, CPA, CFA, or similar advanced credential.
• Prior experience in a VP of FP&A, Head of FP&A, or equivalent senior finance role.
• Experience supporting board-level reporting, investor communications, or private equity–backed environments.
• Background in growth-stage, technology, SaaS, or complex operating models.
• Experience with FP&A systems and planning tools such as Adaptive, Anaplan, Workday, or similar platforms.

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