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Semicolon Talent

Head of FP&A

Reposted 17 Hours Ago
Remote
Hiring Remotely in United States
Expert/Leader
Remote
Hiring Remotely in United States
Expert/Leader
Leads FP&A strategy, budgeting, forecasting, long-range planning, financial modeling, capital allocation, M&A analysis, dashboards, and executive reporting. Partners with senior leaders, private equity stakeholders, and cross-functional teams on pricing, growth, product initiatives, and operational performance. Builds and mentors an FP&A team while improving processes, systems, and transparency, ensuring alignment with US GAAP and accounting standards.
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Position Overview

The Head of FP&A will oversee the financial planning and analysis function, leading budgeting, forecasting, long-range planning, and capital allocation decisions. This leader will partner cross-functionally to translate operational drivers into financial performance, drive organizational transparency, and support key strategic initiatives, including M&A and new product development.

Key Responsibilities
  • Lead the annual budgeting process and quarterly forecasting cycles, ensuring alignment with company goals and strategy.

  • Develop and maintain operational-driver-based three-statement financial models (P&L, balance sheet, cash flow).

  • Partner with the CFO, CEO, and C-suite leaders to provide financial insights that drive decision-making across the organization.

  • Provide financial analysis and business case modeling for M&A opportunities, capital investments, and new product initiatives.

  • Translate complex financial data into clear, compelling narratives and executive-level presentations.

  • Design and implement financial dashboards, KPIs, and visualization tools to monitor performance and drive accountability.

  • Drive continuous improvement of FP&A processes, tools, and systems (NetSuite SmartView, BI/data analytics platforms).

  • Build, lead, and mentor a high-performing FP&A team (1–10) that fosters collaboration, development, and accountability.

  • Serve as a thought partner to the Growth, Product, and Operations teams to evaluate pricing, GTM strategies, and customer metrics.

  • Collaborate with private equity stakeholders and support board-level reporting and presentations.

  • Ensure FP&A alignment with US GAAP principles and accounting standards when explaining models and forecasts.

Qualifications
  • Bachelor’s degree in Accounting, Finance, or related field required; MBA preferred.

  • 10+ years of progressive FP&A experience, with at least 5 years in a leadership role.

  • Proven success managing annual budget cycles, quarterly forecasts, and long-range plans.

  • Strong technical expertise in operational-driver-based 3-statement Excel modeling.

  • Solid understanding of accounting and US GAAP, with the ability to bridge financial models to accounting principles.

  • Experience with middle-market ERP and data extraction systems (NetSuite SmartView preferred).

  • Proficiency with BI, data analytics, and visualization tools.

  • Demonstrated success in partnering with C-suite and cross-functional leaders.

  • Experience in private equity-backed companies, with organizational transformation and process improvement.

  • Strong communication and storytelling skills, with the ability to simplify complexity into actionable insights.

  • Technology or service-focused business experience strongly preferred.

  • Familiarity with AI tools and applications in finance is a plus.

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