VP of FP&A

TalentBridge; Charlotte (NC); On-site; USD 180,000 - 260,000; Full time

Job summary

TalentBridge is seeking a Vice President of Financial Planning & Analysis to lead the FP&A function and act as strategic finance partner to executive leadership and operations.

You will build financial visibility across a multi-location organization, enhance forecasting, and translate data into actionable insights that drive performance and growth. This role reports to the CFO and partners with PE sponsor and field leadership.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or related field; MBA/CPA preferred.
• 10+ years in progressive finance roles with FP&A, forecasting, budgeting, and modeling.
• Experience leading FP&A in a growing organization, preferably service-based and multi-location.
• Experience in private equity-backed environments is highly desirable.
• Strong Excel skills and proficiency with ERP, reporting, and BI tools.

Responsibilities

• Lead annual budgeting, rolling forecasts, long-range planning, and modeling.
• Own monthly and quarterly performance analysis and variance reporting.
• Develop scenario analyses for investments, pricing, and growth decisions.
• Establish a disciplined forecasting process across the business.
• Partner with CFO and operations to connect financial and operational decisions.
• Develop KPIs and reporting for branch, service line, and job-level performance.
• Analyze drivers like revenue, labor, margin, inventory, and working capital.
• Drive margin improvement, cost-efficiency, and profitability opportunities.

Skills

FP&A leadership

Financial modeling

Budgeting

Forecasting

ERP systems

BI tools

Excel proficiency

Private equity

Multi-location ops

Team mentorship

Education

Bachelor's degree in Finance/Accounting

MBA or CPA preferred

Tools

ERP software

Business Intelligence

Job description

Vice President, Financial Planning & Analysis

Vice President, Financial Planning & Analysis

Position Overview

A growing, private equity-backed service organization is seeking a Vice President of Financial Planning & Analysis to lead the company's FP&A function and serve as a strategic finance partner to executive leadership and operations.

This individual will be responsible for building greater financial visibility across a complex, multi-location organization, strengthening forecasting and planning capabilities, and translating financial and operational data into actionable insights that improve performance.

The VP of FP&A will partner closely with the CFO, executive leadership, and field operations to develop a more scalable and forward-looking finance organization. This is an opportunity for a highly analytical but operationally minded finance leader who enjoys being close to the business and can move comfortably between detailed financial analysis and executive-level decision support.

Key Responsibilities

• Lead annual budgeting, rolling forecasts, long-range planning, and financial modeling across the organization.
• Own monthly and quarterly performance analysis, translating variances, trends, and operating drivers into actionable insights.
• Develop scenario and sensitivity analyses to support strategic investments, resource allocation, pricing, and growth decisions.
• Establish a disciplined forecasting process that improves visibility, accuracy, and accountability across the business.
• Serve as a key financial partner to the CFO, executive leadership, and field operations, connecting financial performance to operational decision-making.
• Develop KPIs and reporting that provide visibility into branch, service line, customer, and job-level performance.
• Analyze key drivers including revenue, labor, gross margin, purchasing, inventory, job profitability, and working capital.
• Partner with operations to identify margin improvement, productivity, cost-efficiency, and profitability opportunities across a multi-location environment.
• Lead executive and private equity sponsor reporting, clearly communicating financial performance, trends, risks, opportunities, and forward-looking expectations.
• Support Board presentations and strategic decision-making through financial modeling and concise, data-driven recommendations.
• Provide financial support for organic growth, acquisitions, and integration initiatives, including business cases, investment analysis, forecasting, and KPI standardization.
• Build and enhance scalable FP&A processes, models, systems, and reporting capabilities to support continued growth.
• Improve financial visibility and data integrity through partnership with Accounting, Operations, Procurement, and other functional leaders.
• Drive automation and process improvements that increase reporting speed, accuracy, and consistency.
• Develop and mentor FP&A talent while establishing a high-performing, business-oriented finance function.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required; MBA and/or CPA preferred.
• 10+ years of progressive finance experience with significant responsibility across FP&A, financial modeling, forecasting, budgeting, and operational finance.
• Previous experience leading an FP&A function or serving in a senior finance leadership capacity within a growing organization.
• Strong preference for experience within a service-based industry, particularly a multi-location, branch-based, field-service, or decentralized operating environment.
• Experience within financial services is not the target profile for this position.
• Strong preference for candidates with experience working in a purchase order environment and exposure to inventory, distribution, manufacturing, and/or job costing.
• Experience within a private equity-backed organization or other fast-paced, performance-driven environment strongly preferred.
• Experience supporting acquisition-driven growth and integrating acquired businesses is highly desirable.
• Advanced financial modeling and analytical capabilities with strong Excel proficiency.
• Experience with ERP, financial planning, reporting, and business intelligence platforms.
• Demonstrated ability to build and improve FP&A processes rather than simply operate within an established structure.