Vice President, Financial Planning & Analysis, Corporate Integration

J&T

. Own the financial integration spine in partnership with the Integration Management Office .

Posted 10/5/2026full-timeUnited StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial integration, including M&A transaction support, synergy tracking, and financial modeling. Proficient in establishing enterprise financial metrics and reporting frameworks to drive strategic decision-making.

Highest-signal resume keywords

Financial Integration ManagementM&A Transaction AdvisoryRecurring-Revenue EconomicsDriver-Based Financial ModelingCovenant Reporting

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

FP&AFinancial ModelingSynergy TrackingCost ManagementRevenue ForecastingP&L ManagementCash Flow AnalysisScenario AnalysisMetric HarmonizationCohort Retention

Soft Skills

Executive PresenceLeadershipMentoringCommunicationCollaboration

Tools & Technologies

EPM SystemsAnaplanPigmentPlanfulAdaptiveOneStream

Certifications & Qualifications

MBACPACFA

Industry Keywords

Managed Security ServicesCybersecurityManaged Service ProvidersIT ServicesPrivate Equity

Tech Stack

Tools & technologies

Cyber Security

About the role

Key responsibilities & impact

Own the financial integration spine in partnership with the Integration Management Office
Track synergies against the underwriting case by initiative and owner
Report realized-versus-plan metrics monthly to the CFO, sponsor, and Board
Separate one-time integration costs, run-rate savings, and dis-synergies
Model and track TSA exit economics and stranded-cost burn-down
Own revenue synergies, including cross-sell, attach assumptions, retention cohorts, and realization visibility
Build a repeatable finance integration playbook for future M&A transactions
Consolidate legacy planning models into a single driver-based operating model
Establish a common chart of accounts, entity structure, and cost taxonomy
Restate acquired-entity historical financial data and retire legacy spreadsheets
Establish enterprise definitions for ARR, NRR, Gross/Net Bookings, Backlog, and Contracted-Not-Billed
Reconcile SaaS and recurring-revenue metrics to GAAP revenue with the Corporate Controller
Build margin visibility across SOC operations, MDR/XDR, professional services, consulting, and platform solutions
Model utilization, bill-rate realization, cost-to-serve, and contribution margin
Own the debt covenant model, liquidity forecast, and 13-week cash view with Treasury
Deliver sponsor and lender reporting packages, including pro forma and Adjusted EBITDA presentations
Build public-market and sale-ready reporting, segment and cohort analytics, comparable financial history, and forecast-accuracy capabilities
Own the annual operating plan, quarterly reforecasts, monthly rolling forecasts, and long-range strategic plans
Develop integrated P&L, balance sheet, cash flow, and covenant-compliance models
Run scenario analyses for pricing, retention shocks, delivery inflation, and M&A
Partner on acquisition modeling, accretion/dilution analysis, synergy modeling, diligence, purchase accounting, earnouts, deferred consideration, and entity rationalization
Embed finance leaders across Sales/GTM, Delivery/Operations, Product/Engineering, and G&A
Partner with Revenue Operations on pipeline conversion, quota/capacity planning, sales productivity, commission modeling, and pricing strategies
Lead monthly management packages, Board decks, and sponsor/lender reporting
Present financial updates to the Board, private equity sponsor, and lenders alongside the CFO
Lead, mentor, and reorganize a distributed team from legacy organizations
Own the planning systems roadmap and implement automated, AI-assisted reporting and analysis

Requirements

What you’ll need

12+ years in FP&A, corporate finance, transaction advisory, or private equity
5+ years leading a corporate FP&A function at a company with $500M+ in revenue
Direct experience leading FP&A through a major M&A integration
Experience consolidating planning models, harmonizing metric definitions, and managing sponsor/board-level synergy tracking
Carve-out and/or Transition Services Agreement (TSA) exit experience, including stranded-cost management
Experience in a private equity/sponsor-backed environment, including covenant reporting, sponsor reporting cadence, and value creation plans
Fluency in recurring-revenue economics, including ARR, NRR, CAC payback, and cohort retention
Fluency in services/consulting economics, including utilization, billable rates, cost-to-serve, and project margins
Demonstrated experience building driver-based enterprise financial models from scratch
Proven ability to establish reliable financial data from incomplete or inconsistent acquired-company data
Executive presence and credibility to present independently to Boards, private equity sponsors, and lenders
Preferred: industry experience in Managed Security Services, Cybersecurity, Managed Service Providers, or IT Services
Preferred: IPO preparation or public company FP&A experience
Preferred: experience with multi-entity, multi-currency international operations
Preferred: hands-on experience implementing EPM systems such as Anaplan, Pigment, Planful, Adaptive, or OneStream
Bachelor’s degree in Finance, Accounting, Economics, or related field is preferred; MBA, CPA, or CFA is a plus

Benefits

Comp & perks

High visibility with senior leadership and sponsors from day one
Full-time, exempt position
Remote work position
Regular HQ presence for Remote US East Coast employees
Opportunity to participate in the company’s next liquidity milestone
Direct exposure to the CFO, Board of Directors, private equity sponsor, and lenders