Vice President, Financial Planning & Analysis

Overview

We are seeking a highly strategic, commercially minded, and analytically rigorous Vice President, FP&A to lead our Financial Planning & Analysis organization and serve as a key financial partner to the company's commercial and operating leadership.

This is a high-impact leadership role responsible for connecting financial performance to business strategy, driving disciplined planning and forecasting, and providing the insights needed to accelerate profitable growth. The VP will partner closely with the CFO, Sales, Operations, and business unit leaders to understand the key drivers of revenue and profitability, identify opportunities and risks, and translate business strategy into actionable financial plans.

This role also interacts regularly with the company's private equity sponsor and lenders, supporting sponsor and lender reporting, tracking progress against the value-creation plan, and contributing to the organization's exit readiness. The VP will lead a distributed FP&A team and play a central role in M&A activity, including diligence, integration planning, and synergy tracking.

The successful candidate will bring a strong understanding of the commercial drivers of a business and will be equally comfortable analyzing historical performance, building sophisticated forecasts, challenging assumptions, developing strategic business cases, and presenting recommendations to executive leadership. This individual will also be fluent in building detailed five-year income statement, balance sheet, and cash flow models, and will bring working knowledge of debt structures and financing arrangements to support M&A financing and capital allocation decisions.

This role is ideal for a finance leader who wants to operate as a true business partner and strategic advisor, rather than simply as the head of a reporting and budgeting function.

Note: This role will require 2-3 days per week onsite in our D.C. office

Responsibilities

Key Responsibilities

Commercial Finance & Business Partnership

• Serve as a trusted strategic finance partner to the CFO, Sales, Operations, and business unit leadership teams.
• Develop a deep understanding of the company's revenue model, customers, products and services, sales pipeline, pricing, utilization, margins, and other key commercial drivers. 

• Provide financial perspectives on sales performance, pipeline conversion, client retention, new business wins, pricing, mix, capacity, and other key revenue drivers.
• Challenge business assumptions constructively and bring an independent, data-driven perspective to strategic and operating decisions.
• Develop financial frameworks to evaluate competing growth opportunities and ensure resources are aligned with the company's highest-value initiatives.
• Serve as a key finance contact in communications with the company's private equity sponsor, providing financial context on commercial performance, strategy, and value-creation initiatives.

Financial Planning & Performance Management

• Lead the development and continuous enhancement of enterprise-wide revenue forecasting models across the core business and emerging strategic ventures, incorporating historical engagement trends, client behavior, sales pipeline, new business assumptions, attrition, pricing, volume, and strategic initiatives.
• Lead the annual budgeting process, long-range planning, rolling forecasts, and ongoing financial outlooks across the enterprise.
• Drive a planning process that connects company strategy and operating priorities to revenue, profitability, headcount, and investment decisions.
• Design, develop, and monitor financial and operating KPIs that provide meaningful insight into business performance and align with sponsor- and Board-level reporting requirements.
• Analyze revenue, gross margin, EBITDA, productivity, and other key performance metrics to identify opportunities for improvement.
• Establish a culture of accountability around financial performance, including clear ownership of targets, risks, opportunities, and corrective actions.
• Ensure financial plans remain dynamic and responsive to changing business conditions.
• Lead cash-flow forecasting (including short-term liquidity views and longer-horizon projections) to support working capital management, covenant compliance, and lender communications.
• Build and maintain detailed five-year financial models (income statement, balance sheet, and cash flow) to support long-range planning, financing, and strategic decision-making.

Strategic Decision Support, Capital Allocation & M&A

• Develop high-impact business cases for infrastructure investments, geographic expansion, new products and services, technology investments, and other strategic initiatives.
• Help leadership prioritize investments and resources across competing opportunities based on expected value creation.
• Lead financial support for M&A activity, including due diligence, purchase price analysis, integration planning, and post-close synergy tracking.
• Maintain working knowledge of debt structures and financing arrangements (e.g., term loans, revolvers, seller notes) to support M&A financing and capital structure decisions.

Executive, Board & Sponsor Reporting

• Own the Monthly Operating Report and related executive reporting, providing the CEO, President CFO, and Board of Directors with a clear view of business performance, key value drivers, risks, and opportunities.
• Translate complex financial and operational results into concise, actionable insights and recommendations.
• Develop executive and Board presentations that clearly articulate the company's financial trajectory, performance against plan, and forward-looking outlook.

PE Sponsor & Lender Reporting, Value Creation and Exit Readiness

• Interact regularly with the company's private equity sponsor and lenders, supporting preparation of recurring reporting packages and compliance deliverables.
• Track and report on progress against the value-creation plan, partnering with operating leaders to quantify and monitor initiative-level impact.
• Prepare the organization for exit readiness, including diligence-ready financials, KPI packages, and quality-of-earnings support.

Finance Transformation, Systems & Automation

• Continue to modernize and automate core FP&A processes to improve scalability, efficiency, and decision support.
• Partner with Finance and IT to maximize the capabilities of NetSuite Planning & Budgeting (NSPB), the enterprise data warehouse, and other financial and analytics platforms.
• Champion the adoption of AI and emerging technologies to enhance financial modeling, forecasting, analysis, reporting, and executive communications.

Leadership & Team Development

• Lead, develop, and mentor a high-performing FP&A organization.
• Lead a distributed, multi-location FP&A team, ensuring consistent processes, communication, and performance standards.
• Build a team that is viewed as a strategic business partner rather than a traditional reporting function.
• Develop strong relationships and create deep partnerships across the organization.
• Promote a culture of analytical rigor, commercial curiosity, continuous improvement, and collaboration.
• Develop the organization's capabilities to scale with the company's growth and evolving

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field; MBA or advanced degree preferred.
• 15+ years of progressive finance experience, including significant experience leading FP&A, commercial finance, or strategic finance organizations.
• Demonstrated experience operating as a senior finance business partner to a CEO, CFO, executive leadership team, and/or Board.
• Experience in a private equity-backed or similarly complex, high-growth environment strongly preferred.
• Strong experience with financial planning, forecasting, revenue analytics, management reporting, and financial modeling.
• Demonstrated ability to develop sophisticated revenue forecasts and translate commercial and operating drivers into financial outcomes.
• Experience developing and evaluating strategic business cases and investment opportunities.
• Strong systems orientation with experience implementing or optimizing financial planning, ERP, business intelligence, and data warehouse platforms.
• Demonstrated success automating and scaling finance processes.
• Experience leveraging AI and emerging technologies to improve financial analysis and decision-making preferred.
• Advanced Excel and financial modeling skills; experience with NetSuite and/or NSPB strongly preferred.
• Experience leading M&A due diligence, integration, and post-close synergy tracking.
• Strong knowledge of debt structures and financing arrangements (e.g., term loans, revolvers, unitranche facilities, seller notes).
• Experience building detailed five-year income statement, balance sheet, and cash flow models to support financing and M&A decisions.
• Exceptional communication and presentation skills, with the ability to translate complex financial information into concise, executive-level insights and recommendations.