VP, Financial Planning and Analysis

Wolfe, LLC; Pittsburgh (Allegheny County); Vor Ort; USD 180.000 - 260.000; Vollzeit

Benefits dieser Stelle

RSUs

Profit Share

Medical, Prescription, Vision, and 80%

Short-Term Disability Insurance

Long-Term Disability Insurance

Life Insurance

PTO

Company Holidays and Floating Holidays

401(k)

Tuition Reimbursement

Internal Training

Culture events

Zusammenfassung

Wolfe, LLC in Pittsburgh is seeking a seasoned VP, FP&A to lead the annual planning cycle, financial forecasting, and unit-economics analytics for PerfectGift.com, Gift Card Granny, and GiftYa. You will build AI-native FP&A systems and reporting infrastructure to deliver fast, trustworthy data to senior leadership.

You will partner with Division and Business Unit leaders to sharpen pricing, staffing, and capital decisions in a high-visibility, founder-led company.

Qualifikationen

• 10+ years in senior FP&A or finance leadership roles.
• Bachelor's degree in Finance, Accounting, or Business Administration; MBA preferred.
• Strong command of enterprise-level P&Ls, balance sheets, and cash flow management.
• Experience in AI-native financial system implementations and advanced analytics.
• Executive presentation and communication skills.

Aufgaben

• Lead the annual business plan, five-year strategic plan, and capital allocation for the Company and each business unit.
• Build and maintain monthly and quarterly management reporting and board materials.
• Operate daily cash flow forecasting and liquidity planning for CEO/CFO approval.
• Run financial modeling, pricing analysis, and post-mortem reviews to support decisions.
• Lead FP&A workstream on AI-native financial system initiatives and variance analysis.
• Hold monthly business reviews with Division/Business Unit leaders on financial health.

Jobbeschreibung

Wolfe is a Pittsburgh-based FinTech company building the next generation of financial products, and we are actively embedding AI across our product, our internal processes, and how our teams work day-to-day. As Vice President, Financial Planning and Analysis, you will lead the annual business planning cycle, financial forecasting, and performance and unit-economics analytics that power decisions across PerfectGift.com, Gift Card Granny, and GiftYa. You will build and operate the AI-native FP&A systems and reporting infrastructure that give leadership fast, trustworthy data, and you will partner directly with Division and Business Unit leaders to sharpen the economics behind every pricing, staffing, and capital decision. This is a high-visibility, hands-on role for someone who wants to shape how a fast-scaling, founder-led company plans, measures, and allocates capital. This is a 5-day onsite role in Pittsburgh, PA.

Responsibilities

• Lead development of the annual business plan, five-year strategic plan, and capital allocation plan for the Company and each business unit, delivering the approved plan by November 15 each year.
• Build and maintain monthly and quarterly management reporting, Board materials, and business unit performance reviews, producing enterprise, division, and department reporting by the fifth business day each month.
• Operate daily cash flow forecasting and liquidity planning, delivering accurate projections for CEO and CFO approval.
• Run financial modeling, regression analysis, and post-mortem reviews on pricing, promotions, M&A opportunities, and capital spending to support decisions made directly by the CEO and CFO.
• Lead FP&A's workstream on the AI-native financial system initiative, including building FP&A-designed agents, near-real-time P&Ls, and variance analysis.
• Hold standing monthly business reviews with each Division and Business Unit leader on financial health and decision quality, and review their major pricing, staffing, and capital decisions against unit-economic principles before they’re finalized.

Commitment Statement

For more clarity on the role, below are the success metrics and measurements for this role in the first 90 to 120 days:

• Deliver a completed, accurate financial hierarchy of business and department planning that ties to the current annual business plan.
• Daily cash flow projections provided to the CEO and CFO, and produce enterprise/division/department monthly reporting by the fifth business day of at least one full reporting cycle.
• Complete ongoing unit-economics analysis
• Establish standing monthly business reviews with each Division and Business Unit leader and complete the first round with all of them.

Qualifications

• 10+ years in senior FP&A or finance leadership roles, ideally in high-growth, entrepreneurial environments.
• Bachelor's degree in Finance, Accounting, or Business Administration; MBA preferred.
• Strong command of enterprise-level P&Ls, balance sheets, and cash flow management, with experience in eCommerce, fintech, or technology-driven businesses preferred.
• Proven experience leading FP&A workstreams within AI-native financial system implementations, including advanced analytics and data-mining for unit-economic analysis in a high-volume, transaction-heavy environment.
• Strong work ethic, with comfort operating amid the pace, visibility, and demands of a hands-on VP role inside a fast-scaling, founder-led company.
• Track record building and leading an FP&A team, with strong executive presentation and communication skills, including developing and delivering executive presentations.

Compensation, Benefits, and Perks:

Wolfe is committed to providing a comprehensive benefits package to support your well-being, along with competitive compensation. Our benefits and perks include but not limited to:

• Restricted Stock Units (RSUs)
• Profit Share
• Medical, Prescription, Vision, and Dental insurance for employees and dependents (Wolfe pays 80% of premium)
• Short-Term Disability Insurance (Wolfe pays 100% of premium)
• Voluntary Long-Term Disability Insurance, Life Insurance, Critical Illness Insurance, Accident Insurance, and Hospital Indemnity coverage
• PTO (vacation and sick time)
• Corporate Holidays and Floating Holidays
• 401(k)
• Employee recognition program
• Charitable Donation to a charity of your choice yearly
• Employee Referral Bonus
• Tuition Reimbursement
• Internal Training and Information sessions
• Family Picnic, Holiday Party, and other outings
• Internal Culture Club

About Wolfe, LLC

Wolfe, LLC is a pioneering force in e-commerce since 1996 and the gifting industry, deeply rooted in Pittsburgh, Pennsylvania. Driven by our vision "To move humanity to express love for each other through personalized, faster, beautiful, secure, flexible gift giving," we’re on a mission to revolutionize the way gifts are given and received. We achieve this through high-quality, fast service, and the same-day delivery of customized gift cards from our on-demand nations only robotic fulfillment center, alongside offering a safe and flexible card-to-card gifting technology.

At the heart of our success are our Core Values: Teamwork, Drive, Integrity, Caring, and Excellence. These principles guide us as we innovate and expand our portfolio with platforms and brands like PerfectGift, Gift Card Granny, GiftYa, Reaf Marketing, and Give InKind, setting new standards in the gifting experience.

Some of the Company and Executive Team Recognitions:

2023 Inc. 5000 list of fastest-growing private companies (ranked no. 382)

2022 - 1st place - Fastest 50 Growing Companies in Pittsburgh, Pittsburgh Business Times

2020 The Best Places to Work, Pittsburgh Business Times

2017 - Winner of Outstanding Entrepreneur, Pittsburgh Venture Capital Association

2015 - Winner of Business Times Diamond Award, Business Ethics Award, Create Award

2015 CEO of the Year, Pittsburgh Technology Council