SVP, Financial Planning & Analysis

Employbridge; Duluth (GA); On-site; USD 250,000 - 350,000; Full time

Job summary

Employbridge seeks a visionary SVP, Financial Planning & Analysis to lead the finance function, drive strategic growth, and translate goals into actionable plans. You will partner with the CFO and executive leadership to build rigorous models, budgeting, forecasting, and KPI ecosystems.

The role demands 15+ years of finance leadership, experience in M&A, capital allocation, and digital transformation, with a track record of scaling complex organizations in fast-paced environments.

Qualifications

• 15+ years in finance with planning, modeling, budgeting and forecasting.
• Proven experience partnering with CFOs and executive teams.
• Track record scaling finance across dynamic, high-growth environments.

Responsibilities

• Lead FP&A, reporting, and multi-year modeling with strategic growth focus.
• Drive budgeting/forecasting, KPI development and KPI transparency.
• Oversee capital allocation, M&A analysis, and value creation initiatives.

Skills

Leadership

Collaboration

Communication

Business acumen

Business judgment

Management experience

Financial analysis tools

Job description

The SVP, Financial Planning & Analysis is a strategic business leader who owns and scales the financial planning and analysis function for the organization. This role helps to support and grow the organization through advanced modeling and analytics, profitability evaluation, budgeting and forecasting, as well as market investment analysis. This position partners proactively with key business leaders to drive decisions through actionable insights, creates transparency that drives accountability and ensures a consistent approach is taken and communicated across the organization. This role works closely with the Chief Financial Officer and executive leadership to drive the translation of strategic goals into actionable and measurable plans, then ensures execution and delivery.

Role & Responsibilities

• Provides leadership and coordination of company’s financial planning and reporting, multi-year financial modeling, strategic investment prioritization, and budget management functions, including recommendations on capital allocation and deployment strategies, driving significant strategic growth and transformation both inside and outside of the finance function. Builds business models to evaluate growth opportunities, establishing financial goals to meet business growth expectations.
• Financial Planning & Analysis/Forecasting: Leads the construction of the annual operating plan and multi-year long-range plan (LRP) so that both support the initiatives of the company and serve as playbooks for the business. Provide financial and business decision leadership support for both ongoing business and the development of new business opportunities. Develop financial analytics capabilities to support planning and decision making. Ensure management has a deep understanding of the business and can accurately forecast results for both internal and external use.
• Contributes to corporate strategy development and translates strategy into financial targets and metrics that communicate organization-wide goals. Responsible for the development, measurement and management of KPIs, serving the organization as a strategic business partner.
• Defines and builds processes, teams, and systems to effectively manage and scale the business.
• Leads and manages a team of finance professionals, fostering a collaborative and high-performing work environment. Assesses, develops, recruits and leads talent in an effort to build an integrated and high-performing and talented finance organization, adhering to best-in-class practices, systems and controls. Aligns the team with near-term and long-term successors to provide for colleague development and business continuity.
• Drives process improvements within the finance function, leveraging technology and data-driven insights to enhance efficiency and support enterprise-wide transformation.
• Ensures performance tracking against strategic and financial objectives. Designs the structure of management reporting suite to emphasize reports essential to measuring and achieving strategic goals.
• Ensures performance tracking alerts management to action planning and course corrections in a timely manner.
• Collaborates cross-functionally as a key business partner, providing financial analysis insights for business decision-making.
• Provides investment analysis in support of special projects such as mergers and acquisitions, including connecting disparate valuation model outputs to generate new insights into M&A valuation tactics and strategies.
• Assists the Chief Financial Officer in establishing short and long-range organizational goals, objectives, policies, and operating procedures to ensure a robust FP&A function.

Preferred Education and Experience

• 15+ years of finance experience, including: business/financial planning and analysis, modeling, pricing, forecasting, budgeting, systems, M&A/M&A integration, and product-level analysis and projections
• Proven financial executive with experience building a strong finance capacity within dynamic, complex, and evolving businesses
• Prior experience as an engaged business partner to the CFO and executive team with the ability to participate in the strategic development of initiatives to identify product, service, system, financial and operational enhancements
• Proven experience in scaling companies, driving change, and supporting growth strategies within a fast-paced, high-growth environment working cross functionally and within a matrixed organization
• Proven ability to elevate a finance organization through digital transformation, directly impacting and defining the future structure of the team
• Experience working closely with private equity firms within a portfolio company required; prior finance executive within a portfolio company of a private equity firm preferred
• Experience using various technology platforms to drive effective decisions

Competencies (Skills and Knowledge)

• Strong business acumen, leadership skills, collaboration, excellent communication skills, business judgment, and management experience are essential for success in this role.
• Ability to partner across the organization with authenticity and transparency, developing and cultivating strong relationships with all stakeholders including peers, commercial and operational business leaders, the executive leadership team, and Apollo as the financial sponsor
• Strong knowledge of financial analysis tools