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.