CFS · 1 day ago
VP of Finance
CFS is a private-equity-backed software company seeking a Vice President of Financial Planning & Analysis (FP&A) to serve as a key finance partner to the CFO and executive leadership team. This role will oversee enterprise-wide financial planning, forecasting, and analytics, with a focus on revenue forecasting and executive-level decision support.
Responsibilities
Lead enterprise‑wide financial planning, forecasting, and long‑range strategic modeling
Own revenue, pipeline, and sales forecasting, partnering closely with Sales, RevOps, and GTM leadership
Oversee internal and external financial reporting in partnership with Accounting
Support transaction‑related activities, including diligence, integration planning, and sponsor reporting
Serve as a trusted finance partner to the CFO, executive leadership team, and Board
Manage and develop a high‑performing FP&A organization, including directors and managers
Drive continuous improvement in forecast accuracy, financial insight, and reporting efficiency
Leverage financial systems and BI tools to enhance visibility into performance and operational drivers
Qualification
Required
10+ years of progressive experience in FP&A or strategic finance, with leadership at the Director or VP level
Prior experience in software or SaaS environments; private‑equity‑backed experience strongly preferred
Exposure to transactions (M&A, refinancing, or PE sponsor activity)
Experience with modern FP&A and financial systems including: NetSuite or similar ERP, Adaptive Planning, Anaplan, OneStream, or comparable planning tools, Salesforce and GTM data environments, Business intelligence and reporting tools (e.g., Power BI, SQL‑enabled platforms)
Bachelor's degree in Finance, Accounting, Economics, or related field required
Preferred
MBA and/or CPA strongly preferred