Vice President, FP&A

TAXWELL

. Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning .

Posted 9/21/2026full-timeRemote • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial planning and analysis, including budgeting, forecasting, and strategic planning, while leveraging advanced modeling techniques and AI applications to drive business value. Proven ability to communicate complex financial insights to senior leaders and stakeholders, fostering informed decision-making and resource allocation.

Highest-signal resume keywords

Financial Planning And Analysis (FP&A)3-Statement ModelingB2B And B2C ExperienceAI And Machine Learning ApplicationsTeam Leadership And Development

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

BudgetingForecastingFinancial ModelingCash Flow AnalysisLiquidity ManagementScenario AnalysisDriver-Based ForecastingPerformance MetricsCost TransformationM&A Financial Analysis

Soft Skills

Clear CommunicationStrategic ThinkingIntellectual CuriosityOwnershipTalent Development

Tools & Technologies

Business Intelligence ToolsFinancial Planning PlatformsData AnalyticsAutomation ToolsReporting Systems

Certifications & Qualifications

MBACPACFA

Industry Keywords

Private EquityEnterprise FP&ACustomer EconomicsValue CreationOperational Drivers

About the role

Key responsibilities & impact

Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning
Build integrated financial models linking revenue, margin, operating expenses, headcount, capital expenditures, cash flow, and balance-sheet metrics
Establish driver-based forecasting for B2B and B2C business models
Run scenario and sensitivity analyses for growth investments, pricing, cost actions, and strategic alternatives
Partner with senior leaders on operating plans, performance targets, and actionable KPIs
Analyze actual results, forecast variances, business drivers, risks, and opportunities
Translate complex data into recommendations for senior leaders, the board, and investors
Evaluate customer economics including pricing, volume, retention, CAC, LTV, and unit margins
Guide resource allocation and investments through financial analysis and return expectations
Provide financial leadership for initiatives, product launches, market expansions, and cost transformations
Support CFO and CEO communications with the board, private equity sponsors, and lenders
Produce board materials, investor reporting, and recurring performance updates
Track value-creation plans and recommend corrective actions
Monitor cash generation, liquidity, leverage, covenants, and debt paydown
Support M&A, refinancing, and transactions through modeling, diligence, synergy analysis, and integration tracking
Modernize FP&A processes, systems, data, and analytics
Identify and implement practical AI and machine learning applications for forecasting, variance analysis, scenario modeling, and reporting
Partner with Finance and IT on trusted data sources, scalable reporting, and consistent metrics
Automate manual reporting and shift FP&A toward forward-looking analysis
Build AI and data fluency within finance
Lead, recruit, and retain a high-performing FP&A team
Set team roles, priorities, service expectations, and career development paths
Evolve the FP&A operating model as the organization grows
Elevate financial acumen across non-financial senior leaders

Requirements

What you’ll need

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
Strategic thinking balancing macro-level vision and detailed operational drivers
Commercial orientation focused on business value creation
Pragmatic innovation balancing AI applications with human oversight and controls
Clear communication capable of influencing senior leaders, investors, and operational teams
High integrity, intellectual curiosity, ownership, and professional maturity
Comfort navigating ambiguity, rapid growth, and competing priorities
Talent development and high-performing team building

Benefits

Comp & perks

Supportive, open, and inclusive atmosphere
Equal opportunity employment
Disability accommodations available during the hiring process