Vice President, FP&A
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Job Description
Vice President leading enterprise FP&A at Taxwell, a digital tax filing platform. Driving forecasting, performance management, AI modernization, and executive decision support.
Responsibilities:
- Lead annual budgeting, long-range planning, rolling forecasts, and strategic planning
- Build integrated financial models linking revenue, margin, operating expenses, headcount, capital expenditures, cash flow, and balance-sheet metrics
- Establish driver-based forecasting for B2B and B2C business models
- Run scenario and sensitivity analyses for growth investments, pricing, cost actions, and strategic alternatives
- Partner with senior leaders on operating plans, performance targets, and actionable KPIs
- Analyze actual results, forecast variances, business drivers, risks, and opportunities
- Translate complex data into recommendations for senior leaders, the board, and investors
- Evaluate customer economics including pricing, volume, retention, CAC, LTV, and unit margins
- Guide resource allocation and investments through financial analysis and return expectations
- Provide financial leadership for initiatives, product launches, market expansions, and cost transformations
- Support CFO and CEO communications with the board, private equity sponsors, and lenders
- Produce board materials, investor reporting, and recurring performance updates
- Track value-creation plans and recommend corrective actions
- Monitor cash generation, liquidity, leverage, covenants, and debt paydown
- Support M&A, refinancing, and transactions through modeling, diligence, synergy analysis, and integration tracking
- Modernize FP&A processes, systems, data, and analytics
- Identify and implement practical AI and machine learning applications for forecasting, variance analysis, scenario modeling, and reporting
- Partner with Finance and IT on trusted data sources, scalable reporting, and consistent metrics
- Automate manual reporting and shift FP&A toward forward-looking analysis
- Build AI and data fluency within finance
- Lead, recruit, and retain a high-performing FP&A team
- Set team roles, priorities, service expectations, and career development paths
- Evolve the FP&A operating model as the organization grows
- Elevate financial acumen across non-financial senior leaders
Requirements:
- Bachelor’s degree in finance, accounting, economics, or business
- MBA, CPA, or CFA preferred
- Progressive finance experience with senior leader responsibility for enterprise FP&A
- Track record 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
- Ability to connect operational drivers and customer behavior directly to financial results
- Background modernizing planning platforms, BI tools, data environments, automation, and AI applications
- Experience leading financial-system or FP&A transformation initiatives preferred
- Strategic thinking balancing macro-level vision and detailed operational drivers
- Commercial orientation focused on business value creation
- Pragmatic innovation balancing AI applications with human oversight and controls
- Clear communication capable of influencing senior leaders, investors, and operational teams
- High integrity, intellectual curiosity, ownership, and professional maturity
- Comfort navigating ambiguity, rapid growth, and competing priorities
- Talent development and high-performing team building
Benefits:
- Supportive, open, and inclusive atmosphere
- Equal opportunity employment
- Disability accommodations available during the hiring process
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