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Job description
Vice President, Financial Planning & Analysis
Vice President, Financial Planning & Analysis
Position Overview
A growing, private equity-backed service organization is seeking a Vice President of Financial Planning & Analysis to lead the company's FP&A function and serve as a strategic finance partner to executive leadership and operations.
This individual will be responsible for building greater financial visibility across a complex, multi-location organization, strengthening forecasting and planning capabilities, and translating financial and operational data into actionable insights that improve performance.
The VP of FP&A will partner closely with the CFO, executive leadership, and field operations to develop a more scalable and forward-looking finance organization. This is an opportunity for a highly analytical but operationally minded finance leader who enjoys being close to the business and can move comfortably between detailed financial analysis and executive-level decision support.
Key Responsibilities
Lead annual budgeting, rolling forecasts, long-range planning, and financial modeling across the organization.
Own monthly and quarterly performance analysis, translating variances, trends, and operating drivers into actionable insights.
Develop scenario and sensitivity analyses to support strategic investments, resource allocation, pricing, and growth decisions.
Establish a disciplined forecasting process that improves visibility, accuracy, and accountability across the business.
Serve as a key financial partner to the CFO, executive leadership, and field operations, connecting financial performance to operational decision-making.
Develop KPIs and reporting that provide visibility into branch, service line, customer, and job-level performance.
Analyze key drivers including revenue, labor, gross margin, purchasing, inventory, job profitability, and working capital.
Partner with operations to identify margin improvement, productivity, cost-efficiency, and profitability opportunities across a multi-location environment.
Lead executive and private equity sponsor reporting, clearly communicating financial performance, trends, risks, opportunities, and forward-looking expectations.
Support Board presentations and strategic decision-making through financial modeling and concise, data-driven recommendations.
Provide financial support for organic growth, acquisitions, and integration initiatives, including business cases, investment analysis, forecasting, and KPI standardization.
Build and enhance scalable FP&A processes, models, systems, and reporting capabilities to support continued growth.
Improve financial visibility and data integrity through partnership with Accounting, Operations, Procurement, and other functional leaders.
Drive automation and process improvements that increase reporting speed, accuracy, and consistency.
Develop and mentor FP&A talent while establishing a high-performing, business-oriented finance function.
Qualifications
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required; MBA and/or CPA preferred.
10+ years of progressive finance experience with significant responsibility across FP&A, financial modeling, forecasting, budgeting, and operational finance.
Previous experience leading an FP&A function or serving in a senior finance leadership capacity within a growing organization.
Strong preference for experience within a service-based industry, particularly a multi-location, branch-based, field-service, or decentralized operating environment.
Experience within financial services is not the target profile for this position.
Strong preference for candidates with experience working in a purchase order environment and exposure to inventory, distribution, manufacturing, and/or job costing.
Experience within a private equity-backed organization or other fast-paced, performance-driven environment strongly preferred.
Experience supporting acquisition-driven growth and integrating acquired businesses is highly desirable.
Advanced financial modeling and analytical capabilities with strong Excel proficiency.
Experience with ERP, financial planning, reporting, and business intelligence platforms.
Demonstrated ability to build and improve FP&A processes rather than simply operate within an established structure.
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Worksite address
charlotte, NC, 28245, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.