VP of FP&A

Our dynamic, fast-growing, private equity-backed client is undergoing significant transformation and growth, driven by a culture of innovation, operational excellence, and customer-centricity. Backed by a strong private equity firm, they are focused on executing strategic initiatives to scale the business, optimize financial performance, and unlock long-term value.
 
Summary:
The Vice President of Financial Planning & Analysis (FP&A) will be a key strategic partner to the CFO, the executive leadership team, and private equity sponsor. This individual will lead the FP&A function, driving financial planning, forecasting, budgeting, and analysis to support decision-making, business growth, and value creation. The VP of FP&A will oversee the development and implementation of financial models, KPIs, and performance metrics, and play a critical role in capital allocation and strategic planning initiatives. This role will also be instrumental in preparing for potential M&A, IPO, or other exit strategies.
 
Responsibilities:

• Lead the financial planning process, including annual budgeting, quarterly forecasting, and long-range planning to align with company goals and PE sponsor expectations.
• Develop and maintain detailed financial models to assess company performance, profitability, and growth opportunities. Provide insights and recommendations to senior leadership.
• Establish and track key financial and operational KPIs. Work closely with department heads to ensure alignment with financial goals and business objectives.
• Prepare and present clear, actionable financial reports and presentations for the executive team, board of directors, and private equity sponsors.
• Support the CFO and leadership team in evaluating investment opportunities, capital allocation decisions, and scenario analysis.
• Assist in financial due diligence, post-acquisition integration, and valuation analysis for potential mergers, acquisitions, and divestitures.
• Identify opportunities for cost efficiencies and margin improvements, and lead initiatives to drive profitability and operational excellence.
• Manage and mentor the FP&A team, fostering a high-performance culture and developing talent within the finance function.
• Enhance FP&A tools, systems, and processes to improve the accuracy and efficiency of financial reporting and analysis.

 
Qualifications:

• Bachelors degree in Finance or Accounting or business related field of study
• 10+ years of Finance or FP&A and leadership experience
• B2B Services or Logistics experience with operations disperse across high volume of locations
• Demonstrated ability to lead strategic initiatives
• Experience with a Private Equity owned company