Vice President of Financial Planning Analysis

Head of Financial Planning & Analysis (FP&A)

Location: New York, NY (4 days per week in office in NYC)

Reports To: Deputy CFO

Department: Finance

Employment Type: Full-Time

Leadership Level: Head of Function

NOTE: Company is growing 70% YOY, Owner Run / Funded, Raised 60M+, growing extremely fast, strong cash reserves, global footprint.

We are interested in candidates who have been a part of selling a company OR gone through an exit, not job hopped every two years, and has worked in SAAS, Tech, Media OR a hyper-growth Series A-F company. This is a building role establishing the department and owning it.

The Opportunity

Our client is a rapidly scaling, investor-backed company entering an exciting stage of growth. As the business continues to expand across multiple revenue streams, they are investing heavily in building a world-class finance organization.

They are seeking a Head of Financial Planning & Analysis (this is Sr Dir/VP level role) to lead and transform the FP&A function from the ground up. Reporting directly to the Global Head of Finance / Deputy CFO, this individual will own the company's financial planning strategy, rebuild and manage the three-statement financial model, lead budgeting and forecasting, and provide executive-level financial insights that drive business decisions.

This is a highly visible leadership role with significant exposure to executive leadership. The successful candidate will be both a strategic finance partner and a hands‑on builder—someone who enjoys rolling up their sleeves, developing sophisticated financial models, and creating board‑level presentations while building scalable FP&A processes for a high‑growth organization.

What You’ll Do

• Own and maintain the company's integrated three-statement financial model.
• Lead the annual budgeting process across all business units.
• Develop rolling monthly and quarterly forecasts with detailed variance analysis.
• Establish and manage the company's FP&A operating cadence, planning calendar, and reporting processes.
• Partner closely with Finance, Accounting, Sales, Operations, and business leaders to improve financial visibility and decision‑making.
• Support operational finance initiatives across revenue‑generating business units.

Executive Reporting & Business Insights

• Build executive and board reporting packages highlighting financial performance, KPIs, trends, and business drivers.
• Develop dashboards and reporting tools that provide department leaders with actionable financial insights.
• Analyze revenue performance, margins, operating expenses, and profitability across multiple business segments.
• Deliver meaningful recommendations that improve financial performance and operational efficiency.

Strategic Finance

• Partner with executive leadership on strategic initiatives including:
• New product launches
• Revenue growth initiatives
• Geographic expansion
• Capital allocation
• Support fundraising, investor presentations, and executive financial analyses.
• Build financial scenarios and sensitivity models to support strategic decision‑making.

Process Improvement & Systems

• Evaluate and enhance FP&A systems, reporting tools, ERP integrations, and financial planning software.
• Implement scalable financial planning processes and reporting automation.
• Build best‑in‑class financial controls and planning practices that support continued growth.

What We’re Looking For

Experience

• 8–12+ years of progressive FP&A, Strategic Finance, Corporate Finance, or Investment Banking experience.
• Strong background in financial modeling and corporate planning.
• Previously worked in Investment Banking
• Experience within high-growth, venture‑backed, private equity‑backed, SaaS, technology, digital media, or similar fast‑paced environments is highly preferred.
• Proven success building or significantly improving an FP&A function—not simply maintaining an existing process.
• Experience supporting executive leadership, Board reporting, and investor communications .
• Comfortable operating in lean, entrepreneurial environments where priorities evolve quickly.

Technical Skills

• Advanced Excel and financial modeling expertise.
• Ability to build complex multi‑scenario financial models from scratch.
• Strong forecasting, budgeting, and business analysis capabilities.
• Experience with FP&A platforms such as Anaplan, Pigment, Mosaic, Adaptive Planning, or similar solutions.
• Experience with BI and reporting platforms including Tableau, Looker, Power BI, or equivalent is preferred.

Leadership & Personal Attributes

We're looking for someone who is:

• Highly analytical with exceptional attention to detail.
• Strategic but willing to remain hands‑on.
• A confident communicator capable of presenting to executives and Board members.
• Naturally curious with a strong commercial mindset.
• Proactive, resourceful, and comfortable building processes from the ground up.
• Able to influence cross‑functional stakeholders and drive accountability.
• Passionate about helping scale a growing business through strong financial leadership.

Ideal Background

Successful candidates may come from:

• Director or Head of FP&A roles within high‑growth companies
• Senior FP&A Managers ready to step into a leadership position
• Strategic Finance leaders
• Corporate Finance professionals with investment banking or private equity training
• Finance business partners supporting rapidly scaling organizations
• This is an outstanding opportunity for a finance leader who enjoys building, influencing strategy, and creating financial infrastructure that supports long‑term growth.

Compensation:

Plus a performance bonus of 15–20% - tied to company and

individual targets, equity participation, 401(k) with company match.