VP, FP&A & Strategic Finance

VP, FP&A & Strategic Finance

ROLE OVERVIEW

We are seeking a VP of FP&A & Strategic Finance to lead global financial planning, forecasting, KPI governance and Finance AI-enablement to support our next phase of growth. This is a unique opportunity to design a best-in-class financial operating rhythm for a high-growth company in the vertical SaaS + FinTech space.

The VP of FP&A & Strategic Finance will drive financial planning cycles with cross-functional leadership, establish robust KPI governance, and set the operating rhythm of the business, while leveraging automation and AI to scale impact in a lean organization. This role will also be a critical partner to the CFO in communicating with the Board and prospective investors, preparing for a capital raise and evaluating inorganic growth opportunities.

This leader must bring strong SaaS and fintech expertise, executive presence, and the ability to operate effectively with globally distributed teams.

KEY RESPONSIBILITIES

KPI Governance & Rhythm of the Business

• Establish and maintain clear KPI governance, including metric definitions, ownership, data sources, and consistent reporting across teams.
• Design and operationalize the company’s “rhythm of the business,” aligning weekly, monthly, quarterly, and annual performance reviews with planning and decision-making.
• Drive disciplined performance management by linking KPIs to accountability, incentives, and operating plans.
• Drive rigorous variance analysis, cohort analysis, and unit economics across SaaS and fintech revenue streams.
• Improve predictability and transparency of revenue, margins, cash flow, and operating performance.
• Ensure strong data integrity and alignment across FP&A, Accounting, Revenue, and Business Systems.
• Ensure metrics, cadence, and reporting are scalable and suitable for Board, investor, and eventual public-company requirements.

Executive, Board & Business Partnership

• Serve as a trusted thought partner to the CFO, CEO, and executive leadership team, providing clear, decision-ready financial insights.
• Lead preparation of Board and investor reporting, delivering concise, high-quality financial narratives.
• Partner with GTM, Product, Operations, and FinTech teams to align financial plans with execution and improve forecast accuracy.

Strategic Planning, Capital Readiness & M&A

• Own company-wide financial planning processes, including annual operating plans, long-range planning, rolling forecasts, and scenario modeling.
• Partner with the CFO on capital raise preparation, investor materials, valuation support, and financial diligence.
• Support M&A activities, including target evaluation, financial modeling, integration planning, and post-transaction performance tracking.
• Ensure financial plans align with growth strategy, unit economics, and capital efficiency goals.

AI-Enabled Scale & FP&A Leverage

• Proactively identify and deploy AI, automation, and advanced analytics tools to increase FP&A capacity, improve forecasting accuracy, and streamline reporting and analysis.
• Redesign FP&A workflows to maximize leverage and impact without significant near-term headcount growth.
• Build self-service reporting and insights that enable faster, data-driven decision-making across the organization.

QUALIFICATIONS

• 15+ years of progressive experience in FP&A, corporate finance, or related roles, including leadership experience in high-growth SaaS and/or FinTech environments.
• Proven experience supporting capital raises, M&A, and/or IPO readiness.
• Deep expertise in SaaS metrics, unit economics, forecasting, and financial modeling; payments or fintech experience strongly preferred.
• Demonstrated ability to establish KPI governance and run the operating cadence of a scaling organization.
• Hands-on experience leveraging automation and AI tools to scale FP&A impact in lean teams.
• Strong executive presence with the ability to communicate complex financial concepts clearly and concisely.
• Experience leading and influencing globally distributed teams.
• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA, CPA, or CFA a plus.