Head of FP&A

Position Overview

The Head of FP&A will oversee the financial planning and analysis function, leading budgeting, forecasting, long-range planning, and capital allocation decisions. This leader will partner cross-functionally to translate operational drivers into financial performance, drive organizational transparency, and support key strategic initiatives, including M&A and new product development.

Key Responsibilities

• Lead the annual budgeting process and quarterly forecasting cycles, ensuring alignment with company goals and strategy.

• Develop and maintain operational-driver-based three-statement financial models (P&L, balance sheet, cash flow).

• Partner with the CFO, CEO, and C-suite leaders to provide financial insights that drive decision-making across the organization.

• Provide financial analysis and business case modeling for M&A opportunities, capital investments, and new product initiatives.

• Translate complex financial data into clear, compelling narratives and executive-level presentations.

• Design and implement financial dashboards, KPIs, and visualization tools to monitor performance and drive accountability.

• Drive continuous improvement of FP&A processes, tools, and systems (NetSuite SmartView, BI/data analytics platforms).

• Build, lead, and mentor a high-performing FP&A team (1–10) that fosters collaboration, development, and accountability.

• Serve as a thought partner to the Growth, Product, and Operations teams to evaluate pricing, GTM strategies, and customer metrics.

• Collaborate with private equity stakeholders and support board-level reporting and presentations.

• Ensure FP&A alignment with US GAAP principles and accounting standards when explaining models and forecasts.
  
  

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field required; MBA preferred.

• 10+ years of progressive FP&A experience, with at least 5 years in a leadership role.

• Proven success managing annual budget cycles, quarterly forecasts, and long-range plans.

• Strong technical expertise in operational-driver-based 3-statement Excel modeling.

• Solid understanding of accounting and US GAAP, with the ability to bridge financial models to accounting principles.

• Experience with middle-market ERP and data extraction systems (NetSuite SmartView preferred).

• Proficiency with BI, data analytics, and visualization tools.

• Demonstrated success in partnering with C-suite and cross-functional leaders.

• Experience in private equity-backed companies, with organizational transformation and process improvement.

• Strong communication and storytelling skills, with the ability to simplify complexity into actionable insights.

• Technology or service-focused business experience strongly preferred.

• Familiarity with AI tools and applications in finance is a plus.