As VP of FP&A, lead strategic financial planning, budgeting, and analysis while mentoring a high-performing team and optimizing financial processes. Collaborate cross-functionally and liaise with private equity partners.
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Why You'll Love This Job
As the VP of FP&A, you will serve as a strategic leader and thought partner to the CFO and executive leadership team. You’ll lead a high-performing team focused on delivering proactive insights that drive critical decisions and ensure our financial strategy evolves as we scale the business. Rather than simply building models, you’ll help shape the decisions behind them, guiding resource allocation and long-term value creation in a fast-moving SaaS environment.
What You'll Do
Forecasting, Budgeting, and Analysis
- Own the annual budgeting and monthly re-forecast processes, with a focus on alignment to strategic goals.
- Develop multi-year financial models to project ARR growth, cash flow, churn, and key SaaS metrics.
- Deliver monthly and quarterly FP&A presentations to the executive team and Board, highlighting key insights and areas of opportunity.
Team Leadership & Development
- Mentor and manage a high-performing FP&A team; establish clear goals and rigor around analysis and presentation standards.
- Foster a culture of continuous improvement and data-driven decision-making across the finance team.
- Promote a collaborative, service-oriented approach that positions FP&A as a trusted partner to internal teams.
Cross-Functional Business Partnering
- Develop deep working relationships with the CFO and senior leadership to guide decision making across key areas of investment and operational planning.
- Collaborate with functional leaders to identify business trends and opportunities for growth.
- Provide financial insights that enable functional leaders to execute with confidence and clarity.
Process & Systems Optimization
- Drive adoption of next-generation financial tools, including AI-powered solutions.
- Evaluate and enhance FP&A systems and workflows.
- Standardize processes for month-end close, forecasts, and Board materials to improve cadence and accuracy.
Private Equity & Board Relations
- Serve as a key financial liaison with our Private Equity partners, ensuring timely and accurate reporting, covenant compliance, and proactive communication.
- Prepare and deliver clear, concise, and compelling financial presentations for Board of Directors meetings, investor updates, and PE sponsor reviews.
- Support PE-driven initiatives, including potential M&A activities, due diligence, and value creation projects.
What We are Looking For
- 10+ years of progressive finance experience, with at least 5 years in a leadership role.
- Bachelor’s degree in Finance, Economics, Accounting, or another quantitative field
- Mastery of financial modeling and forecasting best practices, including driver-based and scenario modeling.
- Proven track record of implementing or scaling FP&A systems and processes.
- Familiarity with BI and analytics platforms (e.g., Tableau).
- Exceptional communication skills, capable of presenting complex analyses clearly to both financial and non-financial stakeholders.
- Hands-on leader with strong team-building, mentoring, and project management capabilities.
What Makes You Stand Out
- Expertise in SaaS financial metrics: ARR, net and gross revenue retention, cohort analysis, sales productivity (CAC, payback period).
- Experience in a PE-backed company or working closely with private equity investors.
- MBA or Master’s in a relevant field.
At Apptegy, we're deeply committed to creating an environment where you can thrive. We strive to make this a truly impactful and rewarding role, equipping you with experiences that propel your future success. We believe in fostering well-being both at work and at home, which is why we provide:
Comprehensive medical, dental, vision, and life insurance coverage
Retirement 401(k) with employer match
Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)
Mental Health Reimbursement
Unlimited paid time off including seasonal (December) company-wide time off
Paid parental and medical leave
Apptegy champions the thoughtful integration of AI to empower our teams and processes. As we seek to understand your individual capabilities and how you might contribute, we ask that all responses to application questions and during interviews are genuinely your own. Please refrain from using AI generation tools, as our aim is to assess your authentic voice and expertise.
Apptegy is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran or disabled status, or genetic information.
Top Skills
Ai-Powered Solutions
Bi Platforms
Financial Modeling
Tableau
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