Partner with the CFO to lead the company’s financial planning, analysis, and budgeting processes
Oversee corporate forecasting, reporting, and strategic modeling across all departments, including top-line and expense planning
Deliver clear and actionable financial insights to support executive decision-making
Lead and develop a high-performing finance team, including FP&A, revenue operations, and financial systems
Serve as a trusted advisor to the CEO, CFO, and executive team, providing strategic input on financial and business initiatives
Collaborate closely with Sales, Marketing, Product, and Customer Success to align financial goals and performance metrics
Drive operational efficiency through process improvements and automation of reporting and planning
Lead company-wide budgeting and quarterly forecasting cycles, ensuring alignment with corporate strategy and targets
Own board reporting and support investor relations through the preparation of presentations and financial narratives
Establish and maintain financial and operational KPIs to monitor the health of the business
Oversee financial systems and data integrity, working closely with IT and Accounting to ensure scalability
Ensure financial discipline and rigor across the organization, helping teams make trade-offs and prioritize effectively
Contribute to M&A analysis, scenario modeling, and strategic business case development as needed
Ensure adherence to financial controls, compliance standards, and corporate policies

Bachelor’s Degree in Finance, Accounting, Economics, or a related field (MBA or CPA a plus)
10+ years of progressive experience in finance, including leadership roles within high-growth SaaS or transaction-based companies
Proven track record of owning and scaling FP&A and business partnering functions
Strong understanding of SaaS metrics, revenue recognition, pipeline forecasting, and operational KPIs
Expert-level proficiency in financial modeling and tools (Excel, Salesforce, NetSuite, and planning platforms such as Adaptive, Anaplan, or similar)
Exceptional leadership, communication, and collaboration skills across all levels of the organization
Demonstrated ability to influence cross-functional teams and executive stakeholders with data-driven insights
Comfortable operating at both strategic and tactical levels in a fast-paced, evolving environment
Experience supporting investor communications and board-level reporting is a plus

VP of Finance

Key skills