VP, FP&A — Enterprise Strategy & Growth

Advisor Group Inc.; Scottsdale (AZ); Hybrid; USD 220,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

Dental insurance

401k

Paid time away

Volunteer days

Job summary

Osaic is seeking an accomplished Vice President of Financial Planning & Analysis to lead enterprise-wide financial strategy, performance analytics, and forecasting. This executive will partner with the CFO and leadership to drive insights, efficiency, and long-range planning for a multi‑business national organization.

The role requires 12+ years in finance, with 5+ years leading FP&A, and a proven ability to influence C‑suite stakeholders.

Qualifications

• 12+ years of progressive finance experience with at least 5 years leading FP&A teams or equivalent.
• Demonstrated executive presence and ability to influence C‑suite stakeholders.
• Deep expertise in budgeting, forecasting, financial modeling, and strategic planning.
• Strong understanding of unit economics, KPIs, and financial performance drivers.
• Proven experience leading cross‑functional initiatives in a complex, multi‑entity environment.
• Advanced proficiency with Excel, financial modeling tools, and executive presentation development (PowerPoint).
• Strong leadership capability with experience developing high‑performing teams.
• Excellent communication skills, with the ability to simplify complex financial concepts for senior leaders.

Responsibilities

• Lead enterprise financial planning processes including annual budgeting, quarterly forecasting, long‑range planning, and scenario modeling.
• Partner with the CFO and Executive Leadership Team to drive performance optimization, cost discipline, and capital allocation decisions by leading analytic projects at an enterprise level including competitive analysis.
• Oversee monthly and quarterly enterprise financial reporting, providing meaningful insights, variance analyses, and recommendations to executive leadership and the Board.
• Lead a high‑performing FP&A organization, building capabilities, developing talent, and ensuring strong analytical rigor across the team.
• Craft external communications and narratives for investors and rating agencies.
• Drive financial governance, forecast accuracy, and continuous process improvement across planning systems, data quality, and reporting frameworks.
• Partner cross‑functionally with Accounting, Corporate Development, IT, HR, and business‑unit leaders to align financial plans with operational strategy.
• Support M&A evaluation, integration modeling, synergy tracking, and ongoing assessment of ROI for strategic investments.
• Implement automation, analytical tools, and best‑practice methodologies to scale financial insights and improve enterprise visibility.
• Serve as a strategic advisor to senior leaders, translating complex financial data into actionable, business‑oriented guidance.
• Experience with change management scalable processes with Enterprise.

Skills

Executive FP&A leadership

Budgeting & Forecasting

Financial modeling

Stakeholder communication

M&A analytics

Education

MBA or CFA/CPA preferred

Bachelor's in Finance/Accounting

Tools

Adaptive Insights

Anaplan

Workday Adaptive Planning

Job description

Osaic is seeking an accomplished Vice President of Financial Planning & Analysis to lead enterprise-wide financial strategy, performance analytics, and forecasting. This executive will partner with the CFO and leadership to drive insights, efficiency, and long-range planning for a multi‑business national organization.

The role requires 12+ years in finance, with 5+ years leading FP&A, and a proven ability to influence C‑suite stakeholders.