[Hiring] Vice President of Financial Planning & Analysis @TAXWELL

Role Description

We are seeking a strategic, commercially minded Vice President of Financial Planning & Analysis to lead enterprise planning, forecasting, performance management, and decision support. Reporting to the Chief Financial Officer, this senior leader will serve as a trusted partner to leadership, translating financial and operational data into clear insights, informed decisions, and measurable outcomes.

The ideal candidate has led FP&A in complex, growth-oriented organizations with both B2B and B2C models. Private equity experience is strongly preferred, including value-creation plans, board/sponsor reporting, cash/leverage management, and transaction analysis.

This senior leader will modernize the FP&A function using data, automation, and practical artificial intelligence capabilities to enhance forecasting, scenario analysis, and business decision-making.

Key Responsibilities

• Enterprise Planning and Forecasting
  • Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning.
  • Build integrated financial models linking revenue, margin, opex, headcount, capex, cash flow, and balance-sheet metrics.
  • Establish timely, driver-based forecasting tailored to B2B and B2C business models.
  • Run scenario and sensitivity analyses to evaluate growth investments, pricing, cost actions, and strategic alternatives.
  • Improve forecast accuracy, speed, and organizational accountability.
• Business Performance and Decision Support
  • Partner with senior leaders to establish operating plans, performance targets, and actionable KPIs.
  • Deliver clear analyses of actual results, forecast variances, business drivers, risks, and opportunities.
  • Translate complex data into concise recommendations for senior leaders, the board, and investors.
  • Evaluate customer economics across B2B and B2C channels, including pricing, volume, retention, CAC, LTV, and unit margins.
  • Guide resource allocation and investments through disciplined financial analysis and return expectations.
  • Provide financial leadership for new initiatives, product launches, market expansions, and cost transformations.
• Private Equity, Board, and Stakeholder Support
  • Support the CFO and CEO in board, private equity sponsor, and lender communications.
  • Produce accurate board materials, investor reporting, and recurring performance updates.
  • Track progress against the value-creation plan, identify performance gaps, and recommend corrective actions.
  • Maintain visibility into cash generation, liquidity, leverage, covenants, and debt paydown.
  • Support M&A, refinancing, and transactions through modeling, diligence, synergy analysis, and integration tracking.
• Data, Technology, and AI Leadership
  • Execute a roadmap to modernize FP&A processes, systems, data, and analytics.
  • Identify practical AI and machine learning applications for forecasting, variance analysis, scenario modeling, and reporting.
  • Implement AI-enabled capabilities that boost insight and productivity while preserving financial controls, security, and human oversight.
  • Partner across Finance and IT to ensure trusted data sources, scalable reporting, and consistent metrics.
  • Automate manual reporting to shift FP&A team focus toward forward-looking analysis.
  • Build AI and data fluency within finance through pragmatic experimentation tied to business outcomes.
• FP&A Leadership and Organizational Development
  • Lead, recruit, and retain a high-performing FP&A team.
  • Set clear roles, priorities, service expectations, and career development paths.
  • Build strong business-partnering capabilities and a culture of accountability, curiosity, and continuous improvement.
  • Evolve the FP&A operating model and structure as the organization grows.
  • Drive disciplined execution while remaining agile and hands-on in a fast-paced environment.
  • Elevate financial acumen across non-financial senior leaders.

Qualifications

• Bachelor’s degree in finance, accounting, economics, or business; MBA, CPA, or CFA preferred.
• Progressive finance experience with senior leader responsibility for enterprise FP&A.
• Track record leading budgeting, forecasting, long-range planning, and senior leader decision support.
• Experience in both B2B and B2C environments strongly preferred.
• Experience within a private equity–owned or highly leveraged organization preferred.
• Strong command of 3-statement modeling, cash flow, liquidity, and working capital analysis.
• Experience supporting boards, investors, lenders, and senior leaders.
• Ability to connect operational drivers and customer behavior directly to financial results.
• Background modernizing planning platforms, BI tools, data environments, automation, and AI applications.
• Experience leading financial-system or FP&A transformation initiatives preferred.

Leadership Attributes

• Strategic thinker who balances macro-level vision and detailed operational drivers.
• Commercially oriented partner focused on business value creation.
• Pragmatic innovator with sound judgment on balancing AI applications with human oversight and controls.
• Clear communicator capable of influencing senior leaders, investors, and operational teams.
• Constructive challenger who drives accountability while building strong cross-functional relationships.
• High integrity, intellectual curiosity, ownership, and professional maturity.
• Resilient leader comfortable navigating ambiguity, rapid growth, and competing priorities.
• Dedicated talent developer who builds high-performing teams.

Benefits

• Supportive, open, and inclusive atmosphere.
• Team that values your contributions.