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Job description
Head of Financial Planning & Analysis (FP&A)
Location: New York, NY (4 days per week in office in NYC)
Reports To: Deputy CFO
Department: Finance
Employment Type: Full-Time
Leadership Level: Head of Function
NOTE: Company is growing 70% YOY, Owner Run / Funded, Raised 60M+, growing extremely fast, strong cash reserves, global footprint.
We are interested in candidates who have been a part of selling a company OR gone through an exit, not job hopped every two years, and has worked in SAAS, Tech, Media OR a hyper-growth Series A-F company. This is a building role establishing the department and owning it.
The Opportunity
Our client is a rapidly scaling, investor-backed company entering an exciting stage of growth. As the business continues to expand across multiple revenue streams, they are investing heavily in building a world-class finance organization.
They are seeking a Head of Financial Planning & Analysis (this is Sr Dir/VP level role) to lead and transform the FP&A function from the ground up. Reporting directly to the Global Head of Finance / Deputy CFO, this individual will own the company's financial planning strategy, rebuild and manage the three-statement financial model, lead budgeting and forecasting, and provide executive-level financial insights that drive business decisions.
This is a highly visible leadership role with significant exposure to executive leadership. The successful candidate will be both a strategic finance partner and a hands‑on builder—someone who enjoys rolling up their sleeves, developing sophisticated financial models, and creating board‑level presentations while building scalable FP&A processes for a high‑growth organization.
What You’ll Do
Own and maintain the company's integrated three-statement financial model.
Lead the annual budgeting process across all business units.
Develop rolling monthly and quarterly forecasts with detailed variance analysis.
Establish and manage the company's FP&A operating cadence, planning calendar, and reporting processes.
Partner closely with Finance, Accounting, Sales, Operations, and business leaders to improve financial visibility and decision‑making.
Support operational finance initiatives across revenue‑generating business units.
Executive Reporting & Business Insights
Build executive and board reporting packages highlighting financial performance, KPIs, trends, and business drivers.
Develop dashboards and reporting tools that provide department leaders with actionable financial insights.
Analyze revenue performance, margins, operating expenses, and profitability across multiple business segments.
Deliver meaningful recommendations that improve financial performance and operational efficiency.
Strategic Finance
Partner with executive leadership on strategic initiatives including:
New product launches
Revenue growth initiatives
Geographic expansion
Capital allocation
Support fundraising, investor presentations, and executive financial analyses.
Build financial scenarios and sensitivity models to support strategic decision‑making.
Process Improvement & Systems
Evaluate and enhance FP&A systems, reporting tools, ERP integrations, and financial planning software.
Implement scalable financial planning processes and reporting automation.
Build best‑in‑class financial controls and planning practices that support continued growth.
What We’re Looking For
Experience
8–12+ years of progressive FP&A, Strategic Finance, Corporate Finance, or Investment Banking experience.
Strong background in financial modeling and corporate planning.
Previously worked in Investment Banking
Experience within high-growth, venture‑backed, private equity‑backed, SaaS, technology, digital media, or similar fast‑paced environments is highly preferred.
Proven success building or significantly improving an FP&A function—not simply maintaining an existing process.
Experience supporting executive leadership, Board reporting, and investor communications .
Comfortable operating in lean, entrepreneurial environments where priorities evolve quickly.
Technical Skills
Advanced Excel and financial modeling expertise.
Ability to build complex multi‑scenario financial models from scratch.
Strong forecasting, budgeting, and business analysis capabilities.
Experience with FP&A platforms such as Anaplan, Pigment, Mosaic, Adaptive Planning, or similar solutions.
Experience with BI and reporting platforms including Tableau, Looker, Power BI, or equivalent is preferred.
Leadership & Personal Attributes
We're looking for someone who is:
Highly analytical with exceptional attention to detail.
Strategic but willing to remain hands‑on.
A confident communicator capable of presenting to executives and Board members.
Naturally curious with a strong commercial mindset.
Proactive, resourceful, and comfortable building processes from the ground up.
Able to influence cross‑functional stakeholders and drive accountability.
Passionate about helping scale a growing business through strong financial leadership.
Ideal Background
Successful candidates may come from:
Director or Head of FP&A roles within high‑growth companies
Senior FP&A Managers ready to step into a leadership position
Strategic Finance leaders
Corporate Finance professionals with investment banking or private equity training
Finance business partners supporting rapidly scaling organizations
This is an outstanding opportunity for a finance leader who enjoys building, influencing strategy, and creating financial infrastructure that supports long‑term growth.
Compensation:
Plus a performance bonus of 15–20% - tied to company and
individual targets, equity participation, 401(k) with company match.
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.