VP, Financial Planning – Analysis

OpenLoop

. Set the strategy and direction for company-wide FP&A .

Posted 11/11/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive expertise in financial planning and analysis (FP&A), including leadership of FP&A teams, financial modeling, and strategic decision support. Proficient in leveraging AI tools for forecasting and analysis while ensuring alignment with executive leadership and stakeholder expectations.

Highest-signal resume keywords

10-15+ Years Of FP&A ExperienceLeadership Of FP&A FunctionStrong Financial Modeling CapabilitiesPublic-Company FP&A ExperienceExperience With M&A Financial Evaluation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial ModelingForecastingPerformance ManagementFinancial AccountabilityP&L AnalysisScenario AnalysisBudgetingVariance AnalysisFinancial ReportingData Analytics

Soft Skills

Executive-Level JudgmentInfluencing C-Suite StakeholdersTeam LeadershipCollaborationCommunication

Tools & Technologies

AI ToolsClaudeChatGPTFP&A SystemsFinancial Analytics Software

Certifications & Qualifications

CPA Qualification

Industry Keywords

HealthcareHealth TechnologyRegulated IndustryCorporate FinanceInvestor Relations

About the role

Key responsibilities & impact

Set the strategy and direction for company-wide FP&A
Lead annual planning, rolling forecasts, and long-range financial planning
Own the consolidated financial forecast across revenue, expenses, profitability, cash flow, GAAP EPS, and non-GAAP EPS
Partner with the CFO on Board, investor, and executive reporting
Connect forecasts with actual results, understand variances, and establish performance management and financial accountability
Advise executive leadership on revenue drivers, unit economics, margins, operational performance, investment priorities, resource allocation, and financial trade-offs
Lead and develop the FP&A team of a director and analysts
Own financial modeling and scenario analysis for acquisitions and new businesses
Shape FP&A systems, decision support, financial analytics, scalable processes, models, and reporting capabilities
Drive adoption of AI and automation across forecasting, analysis, and planning workflows

Requirements

What you’ll need

10 to 15+ years of progressive FP&A or corporate finance experience
Leadership of a company-wide FP&A function or ownership of an enterprise-level consolidated forecast
Public-company FP&A experience, including forecasts informing external financial guidance, earnings, or investor reporting
Strong technical financial modeling capabilities, including building, explaining, and stress-testing a complete P&L through EPS
Track record of reliable forecasting, financial accountability, and executive decision support
Experience leading and developing FP&A teams
Executive-level judgment and ability to operate autonomously and influence C-suite stakeholders
Experience across multiple business lines and alignment of business leaders around financial strategy
Practical, day-to-day fluency with AI tools, including Claude or ChatGPT
Experience preparing Board and investor materials or partnering with Investor Relations teams
Experience with M&A financial evaluation, integration modeling, or strategic investments
Experience in a large, complex, or multi-business organization
Accounting foundation, such as a CPA qualification or early-career audit experience
Experience building or modernizing FP&A processes, systems, and reporting infrastructure
Healthcare, health technology, or another regulated industry background

Benefits

Comp & perks

Medical, Dental, and Vision plans
Flexible Spending/Health Savings Accounts
Flexible PTO
401(k) + Company Match
Life Insurance
Pet insurance