Executive FP&A Leader: Enterprise Planning & AI Finance

TASL TaxAct Admin Services, LLC; United States; Remote; USD 180,000 - 280,000; Full time

Job summary

Taxwell is seeking an accomplished FP&A leadership professional to guide enterprise budgeting, forecasting, and strategic planning across B2B and B2C segments. You will build integrated financial models, drive driver-based forecasting, and lead performance analyses for senior leadership, the board, and investors.

The role focuses on modernizing planning platforms, AI-enabled forecasting, and strategic financial leadership during a period of rapid growth.

Qualifications

• Bachelor's degree in finance, accounting, economics, or business; MBA, CPA, or CFA preferred.
• Progressive finance experience with senior leader responsibility for enterprise FP&A.
• Track record leading budgeting, forecasting, long-range planning, and senior leader decision support.
• Experience in both B2B and B2C environments strongly preferred.
• Experience within a private equity-owned or highly leveraged organization preferred.
• Strong command of 3-statement modeling, cash flow, liquidity, and working capital analysis.
• Experience supporting boards, investors, lenders, and senior leaders.
• Ability to connect operational drivers and customer behavior directly to financial results.
• Background modernizing planning platforms, BI tools, data environments, automation, and AI applications.
• Experience leading financial-system or FP&A transformation initiatives preferred.

Responsibilities

• Enterprise Planning and Forecasting Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning.
• Build integrated financial models linking revenue, margin, opex, headcount, capex, cash flow, and balance-sheet metrics.
• Establish timely, driver-based forecasting tailored to B2B and B2C business models.
• Run scenario and sensitivity analyses to evaluate growth investments, pricing, cost actions, and strategic alternatives.
• Improve forecast accuracy, speed, and organizational accountability.
• Business Performance and Decision Support Partner with senior leaders to establish operating plans, performance targets, and actionable KPIs.
• Deliver clear analyses of actual results, forecast variances, business drivers, risks, and opportunities.
• Translate complex data into concise recommendations for senior leaders, the board, and investors.
• Evaluate customer economics across B2B and C channels, including pricing, volume, retention, CAC, LTV, and unit margins.
• Guide resource allocation and investments through disciplined financial analysis and return expectations.
• Provide financial leadership for new initiatives, product launches, market expansions, and cost transformations.
• Private Equity, Board, and Stakeholder Support Support the CFO and CEO in board, private equity sponsor, and lender communications.
• Produce accurate board materials, investor reporting, and recurring performance updates.
• Track progress against the value-creation plan, identify performance gaps, and recommend corrective actions.
• Maintain visibility into cash generation, liquidity, leverage, covenants, and debt paydown.
• Support M&A, refinancing, and transactions through modeling, diligence, synergy analysis, and integration tracking.
• Data, Technology, and AI Leadership Execute a roadmap to modernize FP&A processes, systems, data, and analytics.
• Identify practical AI and machine learning applications for forecasting, variance analysis, scenario modeling, and reporting.
• Implement AI-enabled capabilities that boost insight and productivity while preserving financial controls, security, and human oversight.
• Partner across Finance and IT to ensure trusted data sources, scalable reporting, and consistent metrics.
• Automate manual reporting to shift FP&A team focus toward forward-looking analysis.
• Build AI and data fluency within finance through pragmatic experimentation tied to business outcomes.
• FP&A Leadership and Organizational Development Lead, recruit, and retain a high-performing FP&A team.
• Set clear roles, priorities, service expectations, and career development paths.
• Build strong business-partnering capabilities and a culture of accountability, curiosity, and continuous improvement.
• Evolve the FP&A operating model and structure as the organization grows.
• Drive disciplined execution while remaining agile and hands-on in a fast-paced environment.
• Elevate financial acumen across non-financial senior leaders.

Skills

Strategic thinking

Leadership

Forecasting

Financial analysis

Education

Bachelor’s degree in finance, accounting, economics, or business; MBA, CPA, or CFA preferred

Tools

BI tools

Automation platforms

AI applications in forecasting

Job description

Taxwell is seeking an accomplished FP&A leadership professional to guide enterprise budgeting, forecasting, and strategic planning across B2B and B2C segments. You will build integrated financial models, drive driver-based forecasting, and lead performance analyses for senior leadership, the board, and investors.

The role focuses on modernizing planning platforms, AI-enabled forecasting, and strategic financial leadership during a period of rapid growth.