VP, Financial Planning & Analysis

KEY RESPONSIBILITIES
Strategic Planning, Budgeting & Forecasting
• Own the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic/capital plan across all business lines and legal entities
• Direct the design and governance of financial models supporting M&A diligence, acquisition economics, synergy analysis, purchase price allocation, and post-close integration
• Set the standard for actuals-vs-plan analysis enterprise-wide; translate variance into strategic recommendations for the CEO and CFO, not just line-item explanations
• Partner with the CEO and CFO on capital allocation decisions, including organic investment vs. acquisition trade-offs
PE Sponsor, Lender & Board Reporting
• Own financial reporting to investors, including recurring value-creation-thesis materials and ad hoc requests from the PE sponsor
• Ensure timely and accurate reporting to lenders in accordance with the credit agreement's compliance calendar, including covenant reporting, financial statement delivery, and compliance certificates
• Direct preparation of recurring value-creation-thesis reporting, including but not limited to:
• 13-week cash flow forecast
• Leverage ratio calculation and covenant cushion analysis
• Revenue and pro forma adjusted EBITDA performance against thesis, including add-back/adjustment governance
• Working capital / cash conversion metrics
• Own the monthly and quarterly executive/board reporting package: consolidated financials, KPI dashboards, and cross-business-line variance analysis
• Build board- and investment-committee-level materials communicating performance, risk, and strategic priorities
• Serve as the executive point of contact for ad hoc PE stakeholder requests, ensuring rapid, accurate turnaround under time pressure
KPI Structure and Management
• Develop and maintain the structure and standards for KPI reporting at both the corporate and entity levels, defining the metrics used to track consolidated platform and business line performance
• Maintain and evolve the KPI reporting framework as new entities are acquired and integrated onto the platform

Executive & Business Partnership
• Act as a trusted strategic advisor to the CEO, CFO, and entity / practice leaders on pricing, resource planning, and segment-level profitability
• Represent finance in executive leadership discussions on growth strategy, M&A scenario analysis and pipeline prioritization, and platform integration
• Influence enterprise decision-making by translating financial analysis into actionable strategic options for leadership
Organizational Leadership
• Build and lead the FP&A function as the platform scales through acquisition, including building and managing a team as necessary
• Establish scalable FP&A processes, systems, and governance to support a growing, multi-entity platform
• Manage deliverable timelines and quality standards across the FP&A team enterprise-wide
PREFERRED QUALIFICATIONS
MBA, CPA, or CFA; deep ERP and planning-system expertise (NetSuite, Planful, Prophix, Adaptive, Workday Adaptive Planning, or similar); significant prior experience in a PE-backed, roll-up, or platform company strongly preferred, including direct exposure to sponsor/board reporting, lender/credit agreement compliance reporting and multi-entity consolidation from serial acquisitions. Professional services or accounting-industry experience is a plus.
KEY COMPETENCIES
Strategic Thinking • Financial Acumen • Executive Presence • Board & Investor Communication • Lender & Covenant Compliance • KPI Reporting • Organizational Leadership • Change Management • Acquisition Modeling • Capital Allocation

Benefits
• Competitive compensation commensurate with experience
• Annual performance and growth opportunities
• 401(k) Plan with employer contributions of up to 4% of salary
• Medical Insurance
• Dental Insurance
• Flexible work arrangements
• Generous paid time off and firm holidays
• Flexible Spending Accounts (FSA)
• Employee Life Insurance
• Supplemental Life Insurance for Employees and Dependents
• Long-Term Disability Insurance
• Short-Term Disability Insurance
• Accidental Death & Dismemberment Insurance
• Paid Parental Leave
• Childcare Assistance

Join Nichols Cauley and become part of a team committed to helping clients—and our people—Manage. Protect. Grow.

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