Vice President – FP&A

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. Lead the company's financial planning cycle, including the long-range financial plan, annual operating plan, and monthly and quarterly forecasts.

Posted 11/2/2026full-timeRemote • United StatesLead💰 $225,000 - $275,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including three-statement modeling, revenue forecasting, and automated reporting processes. Proven ability to lead teams, influence stakeholders, and provide strategic insights to executive leadership.

Highest-signal resume keywords

FP&A LeadershipThree-Statement ModelingRevenue ForecastingExpert-Level Excel ProficiencyAutomated Planning Tools

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial PlanningThree-Statement ModelingRevenue ForecastingBudgetingScenario AnalysisP&L ModelingData AnalysisFinancial ReportingVariance AnalysisUnit Economics

Soft Skills

Business JudgmentExecutive PresenceInfluencing StakeholdersMentoringChange Management

Tools & Technologies

FP&A Planning SoftwareExcelGoogle SheetsAdaptiveAnaplanPlanfulNetSuiteAI Tools

Certifications & Qualifications

MBACFACPA

Industry Keywords

B2B2CDigital HealthRegulated HealthcareInvestment BankingStrategic FinanceVenture CapitalGrowth Equity

Tech Stack

Tools & technologies

ERPGo

About the role

Key responsibilities & impact

Lead the company's financial planning cycle, including the long-range financial plan, annual operating plan, and monthly and quarterly forecasts.
Establish operating rhythms, accountability, and decision-making processes across Finance and business leaders.
Build and maintain the integrated financial model, including three-statement modeling, operating metrics, and scenario analysis.
Own bottoms-up revenue forecasting with Go-To-Market, Customer Success, Revenue Operations, and Data teams, including bookings, ARR, and revenue at client and cohort level.
Prepare management reporting packages and board materials; lead executive financial reviews explaining variances, trends, and forecast risks.
Model P&L impact of initiatives and recommend capital and resource allocation decisions.
Serve as a thought partner to the CFO and executive team, translating financial information into actionable insight.
Partner with the Controller on accounting alignment, reporting accuracy, and process improvements.
Lead selection, implementation, and use of FP&A planning software and automate budgeting and forecasting workflows.
Support investor and lender reporting requests with Investor Relations and the CFO.
Lead and mentor a small FP&A team.
Provide business-partner coverage for go-to-market, product, and G&A.
Lead the transition from spreadsheet-based processes to automated, AI-enabled planning, reporting, and board-material production.

Requirements

What you’ll need

10+ years of FP&A experience, including at least 3 to 5 years leading an FP&A team in a fast-paced, growth-stage environment.
Strong three-statement modeling skills and a working understanding of accounting principles.
Experience forecasting recurring revenue businesses, including bookings, ARR, and unit economics.
Proven track record of presenting financial plans, variances, and recommendations to executives and boards.
Expert-level proficiency in Excel and Google Sheets, with hands-on experience implementing or running FP&A planning tools such as Adaptive, Anaplan, or Planful.
Experience scaling a company through $200M or more in revenue, and moving FP&A from manual spreadsheets toward automated, AI-enabled processes.
Strong business judgment, executive presence, and the ability to influence cross-functional stakeholders and guide change.
Bachelor's degree in finance, accounting, economics, or a related field.
Comfort using approved AI tools to improve forecasting, analysis, and reporting, with careful review of accuracy and protection of confidential information.
Experience with NetSuite or another ERP is preferred.
Experience in B2B2C, digital health, or another regulated healthcare environment is a plus.
Investment banking, strategic finance, or venture/growth-equity experience is a plus.
MBA, CFA, or CPA preferred.