Vice President of Financial Planning and Analysis

Position Summary
• The Vice President of Financial Planning and Analysis (FP&A) leads the company’s financial planning, forecasting, budgeting, and performance analysis functions. This executive plays a key role in supporting strategic decision-making, improving financial visibility, and aligning financial resources with the organization’s long-term business objectives.
• Working closely with the CFO, CEO, and other senior executives, the VP of FP&A provides financial insights, evaluates business performance, identifies growth opportunities, and develops financial strategies that strengthen profitability, operational efficiency, and sustainable growth.

Key Responsibilities
• Lead the development of annual budgets, long-range financial plans, rolling forecasts, and financial performance targets.
• Oversee financial modeling, scenario analysis, and sensitivity analysis to support strategic business decisions.
• Analyze revenue, expenses, profitability, cash flow, and key financial metrics to identify trends and improvement opportunities.
• Partner with executive leadership and department heads to align financial plans with corporate objectives and resource requirements.
• Develop and maintain financial dashboards, management reports, and performance indicators for executive leadership.
• Provide insights into business performance, cost structures, profit margins, and financial risks.
• Lead monthly, quarterly, and annual financial reviews, including variance analysis and performance assessments.
• Evaluate business cases, strategic investments, expansion plans, and new initiatives to assess financial feasibility and expected returns.
• Establish financial planning processes, reporting standards, and analytical frameworks to improve forecasting accuracy and accountability.
• Collaborate with Accounting to ensure consistency between financial reporting, management reporting, budgets, and forecasts.
• Identify opportunities to improve cost efficiency, optimize resource allocation, and enhance financial performance.
• Support capital allocation decisions, investment evaluations, and long-term strategic planning.
• Prepare financial presentations, executive briefings, and Board-level reporting materials.
• Implement financial planning systems, analytical tools, and automation to improve reporting efficiency and data quality.
• Monitor key business drivers and market developments that may affect financial performance.
• Lead, mentor, and develop a high-performing FP&A team while promoting analytical excellence and cross-functional collaboration. Qualifications
• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field; an MBA or advanced degree is preferred.
• 15+ years of progressive experience in FP&A, corporate finance, financial analysis, or related disciplines.
• 7+ years of experience in financial leadership, team management, or strategic finance roles.
• Strong expertise in budgeting, forecasting, financial modeling, variance analysis, and performance management.
• Demonstrated ability to translate complex financial data into actionable business recommendations.
• Experience partnering with C-suite executives and department leaders on financial and strategic decisions.
• Advanced analytical, quantitative, problem-solving, and decision-making skills.
• Excellent communication, presentation, and stakeholder management abilities.
• Strong understanding of financial statements, profitability analysis, cost management, and business performance metrics.
• Experience managing multiple priorities in a fast-paced, growth-oriented organization. Preferred Qualifications
• Certified Public Accountant (CPA), Chartered Financial Analyst (CFA), or Certified Management Accountant (CMA) credential.
• Experience with financial planning and analysis platforms, ERP systems, and business intelligence tools.
• Proficiency in Excel-based financial modeling and familiarity with tools such as Power BI, Tableau, Anaplan, or Adaptive Planning.
• Experience in financial services, fintech, investment management, technology, SaaS, or other data-driven industries.
• Experience supporting fundraising, capital planning, mergers and acquisitions, international expansion, or business transformation initiatives.
• MBA or other relevant advanced qualification is a plus. Key Performance Areas
• Budgeting and forecasting accuracy
• Financial reporting and analytical quality
• Revenue and profitability performance
• Cost control and resource allocation
• Financial planning process efficiency
• Strategic decision support
• Financial risk identification
• Business performance visibility
• Cross-functional financial partnership
• FP&A team leadership and development