Vice President Financial Planning & Analysis

Driven To Deliver (What You'll Do):

• Provide support to the Finance and Exec teams with respect to data and trends.
• Build and own forecasting models of all aspects of the P&L, Balance Sheet and Cash Flows.
• Partner with CFO and exec team to shape long-term financial strategy and capital allocation plans.
• Build financial models on scenario analysis, investment decisions, and operational efficiency.
• Lead prep of board/investor presentations, quarterly lender reporting and covenant compliance.
• Own strategic planning, direction, and goal setting for the organization.
• Own the annual budget & long-range financial models with CFO.
• Monitor and manage financial performance and forecasts against debt covenants.
• Support lender and investor relations with accurate, consistent reporting and projections.
• Partner with the CFO on refinancing strategies, interest coverage, and cash flow optimization.
• Assist in financial systems and process optimization, capturing efficiencies by simplifying data structure, streamlining workflows, and modernizing reporting.
• Provide financial modeling, financial analysis, and valuation support for ad-hoc projects.
• Partner with CFO and Head of RevOps and systematize and build weekly & monthly Revenue forecasting packages and dashboards that provide timely and reliable financial and operational information for internal management and identifying risks and opportunities.
• Prepare weekly revenue metrics, contracted and pipeline revenue analysis and weekly presentations to business leaders.
• Partner with CFO and Controller to continuously refine projections and analyze variances of operating entities, ensuring key analytic accuracy across all departments and functions.
• Prepare quarterly Board of Directors presentations in conjunction with Executive Team.
• Partner with Sales Leadership to create and track revenue goals and benchmarks.
• Assess ongoing FP&A processes and tools for continuous improvement and automation.
• Partner with Marketing, Technology, Product and Operations’ leaders, as required, to assist in business case development, financial modeling and financial analysis for product introductions, product enhancements and marketing programs.
• Support potential M&A, including due diligence, modeling, and integration of acquisition targets.
• Prepare financial models and market models in support of the long-term Strategic Plan.
• Own the deal desk function, providing pricing and margin guidance across new business and renewal contracts.
• Collaborate with Sales, Legal, and Operations to structure complex deals.
• Serve as a strategic advisor on contract terms, financial risk, and negotiation tactics.
• Standardize processes for deal review, approvals, and escalation pathways.
• Ensure that pricing structures and terms are aligned with profitability and strategic goals.
• Mentor and/or manage junior Finance team members to improve financial analysis and presentation skills.

Equipped to Excel (Qualifications):

• Bachelor’s degree in business, accounting, or quantitative field required
• Minimum 15 years of post-undergraduate professional experience demonstrating increasing responsibility, scope, and leadership in Financial Planning & Analysis
• 10+ years’ experience with BI Tools & data modeling with experience in creating and maintaining conceptual, efficient, logical financial models
• Experience with account Sage/Intact ERP software preferable
• Exceptional communicator with ability to present concepts, recommendations, and analyses to colleagues in a clear, concise, and actionable manner
• Practical knowledge of accounting and reporting principles, including 3-statement financials
• Excellent predictive modeling and analytical capabilities
• Superior problem solving and project management skills, with the ability to proactively manage numerous projects with competing timelines
• Proven track record of advanced analytical skills; must be able to define and execute key analyses with minimal supervision
• Experience with Aleph preferable
• Expert Microsoft Excel and Advanced PowerPoint skills

Distinct By Design (What Sets You Apart):

• Experience and comfort with fast paced environment with transformation and change
• Team player and proven relationship-builder
• Self-motivated individual who takes ownership
• Ability to work in an entrepreneurial culture
• Deep interest in and appreciation for technology and disruptive change
• Strong interpersonal skills, high level of professionalism and integrity
• Excellent organizational and project management skills
• A positive attitude that approaches tasks/projects from a hands-on, roll up your sleeves frame of mind

Compensation Range:

• $200,000.00 – $225,000.00 annually
• Bonus $25,000.00