VP, Financial Planning & Analysis

Buyers Edge Platform; United States; Hybrid; USD 180,000 - 240,000; Full time

Job summary

Buyers Edge Platform is seeking a VP, FP&A & Strategic Finance to own the corporate finance strategy, coordinating across multiple business units and capital markets. This role reports to the CFO and collaborates with the CEO, Presidents, and private equity sponsors.

You will guide enterprise-wide investment decisions, capital allocation, and AI-enabled finance initiatives. Based in the US, the role combines hands-on financial modeling with leadership of a high-performing FP&A team.

Qualifications

• 13+ years in FP&A, strategic or corporate finance, with 5+ years in a senior role.
• Experience in multi-entity, multi-business-unit orgs, ideally PE-backed.
• Deep understanding of recurring-revenue models and tech investments.
• Direct deal experience in capital markets and M&A.
• Strong executive communication with CEO, CFO, sponsors and lenders.
• AI fluency and ability to apply data tools to finance workflows.
• Proven leadership in building and scaling finance teams.

Responsibilities

• Own annual planning calendar, budget process, long-range plan across all units.
• Own consolidated forecast with driver-based three-statement models.
• Lead monthly business reviews: variance analysis and actions.
• Lead equity and debt capital raises, including models and materials.
• Fold acquired businesses into planning and track synergies.
• Own Board and sponsor reporting with a single source of truth.
• Drive forecasting accuracy and KPI governance.
• Design AI-enabled forecasting and reporting workflows.

Skills

Executive communication

AI fluency

Leadership

Deal execution

Strategic finance

Tools

AI tools

BI platforms

Job description

Buyers Edge Platform ("BEP") is a leading digitalprocurement and back-end services platform for the foodservice industry,serving operators, manufacturers, and distributors across the value chain.Through a portfolio of brands organized into four business units – DigitalProcurement Network, Fresh Solutions, Supply Chain Management, and Software –BEP combines industry-leading purchasing power, proprietary data and analytics,and technology with decades of collaborative industry relationships.

BEP is an established, private equity-backed, multi-entityorganization that continues to grow both organically and through acquisitions.Each business unit runs a distinct economic model, from recurring, volume-basedprocurement fees to software subscriptions to fresh supply chain services –which makes disciplined, consistent finance a competitive advantage.

THE ROLE

The VP, FP&A & Strategic Finance is BEP’scorporate-level finance leader for full-company strategy and transactions.Reporting to the CFO, this person leads the corporate FP&A and StrategicFinance team and works closely with the CEO, President, business unit leadersand their finance leads, and our private equity sponsors.

While business unit finance leads run the finance of eachbusiness, this role owns the enterprise view: consolidating business units withdifferent business models into one plan and one operating rhythm, shapingenterprise-wide investment and growth strategy, and directing capital to its highest-returnuse. The role also serves as a principal finance lead on capital markets andM&A transactions and will build corporate finance processes around dataand AI.

WHAT YOU WILL OWN

• Own the annual planning calendar, the budgetprocess, the long-range plan, and the monthly and quarterly operating rhythmacross all business units.
• Own the consolidated forecast, built ondriver-based, integrated three-statement models with clear scenarios andsensitivities.
• Lead monthly business reviews with executiveteam: variance analysis, what changed and why, and the actions that follow.

Enterprise Strategy & Strategic Finance

• Serve as a trusted strategic advisor to the CEO,President, CFO, and the executive team, bringing a clear point of view andrecommendations.
• Using the full-company financial picture,formulate enterprise-wide strategy on investment and growth:
• Set the balance between near-term earnings andlong-term investment in growth.
• Lead capital allocation: ROI analysis andbusiness cases for technology and product development, headcount, andacquisitions.

Capital Markets and M&A

• Lead the financial workstream on equity and debtcapital raises, including models, lender and investor materials, and diligence.
• Fold acquired businesses into the planning andreporting framework and track synergy and value-creation delivery against thedeal case.
• Own Board of Directors content – financialresults, the operating plan, and the long-range plan – in partnership with theCFO.
• Own monthly and quarterly board, PE sponsor, andlender reporting, with a single source of truth for financial and operatingmetrics.
• Drive towards forecasting accuracy, KPIgovernance, and reporting cadence to the standard expected of top-tierinstitutional investors.

AI, Data & Finance Systems

• Design and ship AI-enabled workflows forforecasting, variance analysis, and reporting. Test new tools, run pilots, androll out what works – moving the team’s time from assembling numbers tointerpreting them.
• Own the FP&A systems roadmap acrossplanning, and BI/data platforms, and build data foundations the business cantrust.

WHAT YOU BRING

• Experience: 13+ years of progressive FP&A,strategic finance, and/or corporate finance experience, including 5+ years insenior leadership and a prior VP-level or Senior Director role; expert-levelfinancial modeling and scenario analysis.
• Scale & complexity: Experience in amulti-entity, multi-business-unit organization of comparable or greater scale –ideally PE-backed – where you have had to plan across distinct business models.
• Recurring revenue & technology investment:Deep understanding of recurring-revenue business models and how technology andproduct investments drive retention, margin, and enterprise value; software,technology-enabled services, or B2B marketplace experience preferred.
• Deal execution: Preferred direct transactionexperience across capital markets (equity raises and debt capital markets) andM&A (diligence, valuation, structuring, integration).
• Executive communication: Active interactionswith executives, top-tier PE sponsors and lenders; able to turn complexanalysis into a clear recommendation.
• AI fluency: Proven track record of applying AItools and modern data platforms to real finance workflows to extract insightsand drive automation.
• Leadership: A proven record of building,developing, and scaling high-performing finance teams, and of managingcompeting priorities across multiple business units.
• Work Location: We value in-person collaboration while providingflexibility. This role is based in either our Waltham, MA, or Lake Worth, FLcorporate office, with employees working onsite Monday through Thursday andfrom home on Fridays.

WHO YOU ARE

• Grounded: You pair high integrity and low egowith the judgment to move quickly without sacrificing accuracy.
• Driven: You take ownership, move with urgency,and hold yourself and your team to a high bar.
• Intellectually curious: You ask “why,” go tofirst principles, and learn the business well beyond the numbers.
• Passionate about technology: You are an earlyadopter who sees technology and AI as a real lever for how finance works.

ADDITIONAL INFORMATION

Travel & Physical: Periodic travel to business unitlocations, M&A targets, and investor and lender meetings (estimated 10%);prolonged periods of desk and computer work.

WHAT’S IN IT FOR YOU

• Great benefits from day one. We offer medical,dental, vision, FSA, company-paid life insurance, and more—plus a 401(k) withcompany match.
• Grow with us. Enjoy strong training,development, and competitive pay.
• Work-life balance. Our flexible PTO policy letsyou take time when you need it—no accrual required.

Not sure you meet every qualification? Studies show that diverse applicantsoften hesitate to apply unless they check every box. At Buyers Edge Platform,we value authenticity and inclusion—if you're excited about the role, weencourage you to apply. You might be exactly who we’re looking for! #LI-ONSITE