VP, Financial Planning & Analysis

Buyers Edge Platform; Waltham (MA); Hybrid; USD 240,000 - 300,000; Full time

Benefits offered by this job

Medical, dental, vision benefits

401(k) with company match

Flexible PTO

Job summary

Buyers Edge Platform is seeking a VP, FP&A & Strategic Finance to lead corporate FP&A and strategic finance, reporting to the CFO. You will consolidate multi-entity planning, guide enterprise growth strategy, and direct capital allocation across business units, with emphasis on AI-driven forecasting and data platforms.

You will influence executive decisions, partner with CEO and private equity sponsors, and oversee capital markets transactions, M&A diligence, and board reporting.

Qualifications

• 13+ years of progressive FP&A, strategic finance, or corporate finance experience.
• Multi-entity, multi-business-unit experience, ideally PE-backed.
• Deep understanding of recurring-revenue models and tech investments that drive margin and value.
• Direct experience with capital markets and M&A diligence is a plus.
• Strong presentation skills with executives, PE sponsors, and lenders.

Responsibilities

• Own the annual planning calendar, budgeting, long-range planning, and monthly/quarterly rhythm across units.
• Own the consolidated forecast with driver-based, three-statement models and scenario analysis.
• Lead monthly reviews with the executive team: variance analysis and follow-up actions.
• Lead enterprise-wide strategy on investments, growth, and capital allocation.
• Drive capital markets workstreams and diligence for equity/debt raises and integrations.
• Design AI-enabled forecasting/variance workflows and own systems roadmap.

Skills

FP&A leadership

Financial modeling

Strategic finance

Executive communication

AI in finance

Cross-functional collaboration

Leadership

Tools

BI platforms

Job description

Job Description

Waltham, Massachusetts, United States ..+ 1

Regular

ABOUT US

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 budget process, the long-range plan, and the monthly and quarterly operating rhythm across all business units.
• Own the consolidated forecast, built on driver-based, integrated three-statement models with clear scenarios and sensitivities.
• Lead monthly business reviews with executive team: 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 and recommendations.
• Using the full-company financial picture, formulate enterprise-wide strategy on investment and growth:
• Set the balance between near-term earnings and long-term investment in growth.
• Lead capital allocation: ROI analysis and business cases for technology and product development, headcount, and acquisitions.

Capital Markets and M&A

• Lead the financial workstream on equity and debt capital raises, including models, lender and investor materials, and diligence.
• Fold acquired businesses into the planning and reporting framework and track synergy and value-creation delivery against the deal case.
• Own Board of Directors content – financial results, the operating plan, and the long-range plan – in partnership with the CFO.
• Own monthly and quarterly board, PE sponsor, and lender reporting, with a single source of truth for financial and operating metrics.
• Drive towards forecasting accuracy, KPI governance, and reporting cadence to the standard expected of top-tier institutional investors.

AI, Data & Finance Systems

• Design and ship AI-enabled workflows for forecasting, variance analysis, and reporting. Test new tools, run pilots, and roll out what works – moving the team’s time from assembling numbers to interpreting them.
• Own the FP&A systems roadmap across planning, and BI/data platforms, and build data foundations the business can trust.

WHAT YOU BRING

• Experience: 13+ years of progressive FP&A, strategic finance, and/or corporate finance experience, including 5+ years in senior leadership and a prior VP-level or Senior Director role; expert-level financial modeling and scenario analysis.
• Scale & complexity: Experience in a multi-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 and product investments drive retention, margin, and enterprise value; software, technology-enabled services, or B2B marketplace experience preferred.
• Deal execution: Preferred direct transaction experience across capital markets (equity raises and debt capital markets) and M&A (diligence, valuation, structuring, integration).
• Executive communication: Active interactions with executives, top-tier PE sponsors and lenders; able to turn complex analysis into a clear recommendation.
• AI fluency: Proven track record of applying AI tools and modern data platforms to real finance workflows to extract insights and drive automation.
• Leadership: A proven record of building, developing, and scaling high-performing finance teams, and of managing competing priorities across multiple business units.
• Work Location: We value in-person collaboration while providing flexibility. This role is based in either our Waltham, MA, or Lake Worth, FL corporate office, with employees working onsite Monday through Thursday and from home on Fridays.

WHO YOU ARE

• Grounded: You pair high integrity and low ego with 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 to first principles, and learn the business well beyond the numbers.
• Passionate about technology: You are an early adopter 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

• Base salary: $240,000 - $300,000 per year
• Great benefits from day one. We offer medical, dental, vision, FSA, company-paid life insurance, and more—plus a 401(k) with company match.
• Grow with us. Enjoy strong training, development, and competitive pay.
• Work-life balance. Our flexible PTO policy lets you 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!