VP, Strategic FP&A & Growth Analytics

Socket.dev

Pennsylvania

On-site

USD 180,000 - 240,000

Full time

5 days ago

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Job summary

Taxwell, a leading digital tax filing platform, seeks a strategic Vice President of Financial Planning & Analysis to lead enterprise planning, forecasting, performance management, and decision support. Reporting to the CFO, you will partner with executives to translate financial and operational data into insights driving growth and value creation.

The ideal candidate has led FP&A in growth-oriented, B2B/B2C organizations, with private equity experience preferred.

Qualifications

Bachelor’s degree in finance, accounting, economics, or business; MBA/CPA/CFA preferred.
Progressive finance experience with senior leader responsibility for enterprise FP&A.
Experience leading budgeting, forecasting, long-range planning, and senior leader decision support.
Experience in both B2B and B2C environments strongly preferred.
Experience within a private equity–owned or highly leveraged organization preferred.
Strong command of 3-statement modeling, cash flow, liquidity, and working capital analysis.
Experience supporting boards, investors, lenders, and senior leaders.

Responsibilities

Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning.
Build integrated financial models linking revenue, margin, opex, headcount, capex, cash flow, and balance-sheet metrics.
Establish timely, driver-based forecasting tailored to B2B and B2C business models.
Run scenario and sensitivity analyses to evaluate growth investments, pricing, cost actions, and strategic alternatives.
Improve forecast accuracy, speed, and organizational accountability.
Partner with senior leaders to establish operating plans, performance targets, and actionable KPIs.
Deliver clear analyses of actual results, forecast variances, business drivers, risks, and opportunities.
Translate complex data into concise recommendations for senior leaders, the board, and investors.
Evaluate customer economics across B2B and B2C channels, including pricing, volume, retention, CAC, LTV, and unit margins.
Guide resource allocation and investments through disciplined financial analysis and return expectations.
Provide financial leadership for new initiatives, product launches, market expansions, and cost transformations.