Serve as a trusted advisor to the CEO, CFO and executive team on financial strategy, growth initiatives, and capital allocation
Provide forward-looking insights that inform business decisions
Identify and assess financial risks and opportunities tied to rapid growth
Lead annual budgeting, quarterly reforecasting, and multi-year financial planning processes
Build and maintain sophisticated financial models to support cash management, pricing, unit economics, investment decisions, and scenario planning
Ensure alignment between strategic objectives and financial plans across all business units
Establish and refine KPIs that drive operational discipline, margin improvement, and scalable growth
Partner closely with business leaders to analyze revenue, cost drivers, profitability, and performance trends
Translate complex financial data into clear, actionable insights for non-financial stakeholders
Lead preparation of board materials, investor presentations, and executive reporting
Develop compelling financial narratives that clearly articulate performance, risks, and strategic priorities

15+ years of progressive experience in FP&A, strategic finance, or corporate finance, with at least 7 years in senior leadership roles
Proven success leading financial planning and analytics in a high growth, multi-line or services driven organization
Strong understanding of one of SaaS, healthcare, or payments-based business models preferred
Exceptional ability to translate financial insights into strategic and operational action
Executive presence with strong communication and influencing skills across all levels of the organization
Experience supporting Boards, investors, and executive leadership teams
Investment banking experience a plus

Senior Vice President of FP&A

Key skills