VP, Financial Planning & Analysis

About the role:

We are seeking a strategic and execution-oriented VP of Financial Planning & Analysis to join our leadership team at a pivotal moment in our growth. As a high-growth B2B SaaS and data/AI company moving through the scale-up phase into enterprise, this role will serve as a critical partner to the CFO, CEO, and board — translating financial data into decisions that accelerate the business.

This is a hands-on, highly visible role that requires an operator mindset. You will own the FP&A function end-to-end: from the annual operating plan and rolling forecast to board materials and GTM analytics. The right candidate thrives in fast-moving environments, communicates with clarity at the executive level, and brings the SaaS financial fluency needed to help scale a company.

Responsibilities include:

Strategic Planning & Forecasting

• Own the annual operating plan (AOP), rolling forecasts, and long-range plan (LRP) across all functions.
• Build and maintain a financial model: ARR bridge, NRR, CAC/LTV, Rule of 40, and free cash flow.
• Lead scenario planning and capital allocation analysis in partnership with the CFO.

Business Partnership & GTM Analytics

• Serve as the embedded finance partner to Sales, Marketing, Product, and Engineering leadership.
• Develop and own GTM analytics: pipeline coverage, quota attainment, CAC payback, and segment-level unit economics.
• Lead monthly or quarterly department budget reviews with variance analysis, leading indicators, and actionable commentary.

Board & Investor Reporting

• Lead preparation of board materials, investor decks and relations, and lender reporting packages.
• Own the KPI dashboard and management reporting infrastructure; drive adoption across the leadership team.
• Support equity events, M&A diligence, and credit facility compliance reporting as required.

Team & Systems

• Build and lead a high-performing FP&A team as the company scales; currently a lean function with high expectations.
• Architect the financial systems and data infrastructure to support a scalable business.
• Drive automation and process improvement to shorten forecast and budgeting cycles.

Required Qualifications:

• 10+ years of progressive FP&A experience, including at least 3 years in a VP or Director-level role at a B2B SaaS company.
• Proven track record supporting a company through significant ARR growth (ideally $50M to $150M+ or comparable stage).
• Deep fluency in the following metrics: ARR/MRR, churn, NRR, LTV:CAC, S&M efficiency, Rule of 40, and FCF margin.
• Experience preparing board-level materials and presenting to investors, lenders, or executive leadership.
• Exceptional financial modeling skills; able to build from scratch and stress-test assumptions independently.
• Strong executive presence with the ability to distill complex data into clear, concise narratives.
• Proficiency with modern financial tools; experience with Intuit Enterprise Suite, Salesforce, or similar platforms a plus.
• Background in investment banking, private equity, or strategic finance a strong plus.
• MBA or similar advanced degree or certification a plus but not required.