Vice President, FP&A

Taxwell; United States; Remote; USD 180,000 - 250,000; Full time

Job summary

Taxwell seeks an Enterprise FP&A leader to own budgeting, forecasting, long-range planning, and strategic analysis. You will build driver-based models linking revenue, margins, opex, headcount, capex, cash flow, and balance-sheet metrics for B2B and B2C segments.

You will partner with senior leaders to set performance targets, deliver KPI-driven insights, and provide board-ready analyses for strategic initiatives, M&A, and capital allocation.

Qualifications

• Bachelor’s degree or higher in finance, accounting, economics, or business.
• Progressive finance experience with enterprise FP&A leadership.
• Experience in budgeting, forecasting, and long-range planning.

Responsibilities

• Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning.
• Build integrated financial models linking revenue, margins, opex, headcount, capex, cash flow, and balance-sheet metrics.
• Establish driver-based forecasting for B2B and B2C models.
• Run scenario analyses to evaluate investments, pricing, and cost actions.
• Improve forecast accuracy, speed, and organizational accountability.
• Partner with senior leaders to set operating plans and KPIs.
• Translate results to concise recommendations for executives and investors.
• Evaluate customer economics across channels including CAC and LTV.
• Drive resource allocation through disciplined financial analysis.
• Lead FP&A transformations with AI, data modernization, and automation.

Skills

Enterprise FP&A

Budgeting

Forecasting

Long-range planning

KPI development

Education

Bachelor’s degree in finance or accounting

MBA preferred

CPA/CFA preferred

Tools

BI tools

Job description

Key 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.

Candidate 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.

Leadership Attributes

Strategic thinker who balances macro-level vision and detailed operational drivers.

Commercially oriented partner focused on business value creation.

Pragmatic innovator with sound judgment on balancing AI applications with human oversight and controls.

Clear communicator capable of influencing senior leaders, investors, and operational teams.

Constructive challenger who drives accountability while building strong cross-functional relationships.

High integrity, intellectual curiosity, ownership, and professional maturity.

Resilient leader comfortable navigating ambiguity, rapid growth, and competing priorities.

Dedicated talent developer who builds high-performing teams.

At Taxwell, we believe our work benefits from the diverse perspectives of our employees.

As such, Taxwell welcomes and celebrates diversity and inclusion and is committed to equal opportunity employment.

At Taxwell, you can expect a supportive, open, and inclusive atmosphere and a team that values your contributions.

Taxwell is committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants without regard to race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, veteran status, and any other status protected under applicable law.

Taxwell considers information gathered in the hiring process, including information on this application, confidential, and only shares it on a need‑to‑know basis or as required by law.

If you need assistance or accommodation due to a disability, you may contact us at [e-mail] or by calling 828‑349‑5887 to speak with a member of the HR Talent Acquisition team.

Taxwell is the leading digital tax filing platform formed from the combination of Drake Software® and TaxAct®.

These two longstanding organizations offer customers do‑it‑self digital and downloadable products that are easy‑to‑use, best‑in‑class technology, and provide unparalleled customer support.

Taxwell brands are the trusted solution to make taxes easy for the most complex users.

TaxAct offers income tax preparation software directly to consumers and tax professionals.

The process of filing taxes is highly personal and can be extremely complex.

At TaxAct we aim to help every customer accurately file their taxes while simultaneously identifying opportunities to improve their financial situation.

Since 2000, TaxAct has helped file over 90 million returns through TaxAct consumer and professional software.

We believe that everyone should be empowered to do their own taxes, have the proper resources to claim the money they deserve and receive support to make informative financial decisions.

Drake Software has a long history providing top‑tier professional tax preparation software.

Since 1977, Drake has provided services to over 70,000 tax professionals nationwide that have filed over 40 million tax returns each year.

Drake Software’s comprehensive products provide the tools and support tax professionals need to build their businesses.

Drake products are designed to assist our customers efficiently prepare and e‑file individual and business returns, so they can focus on serving their clients.

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