VP Financial Planning & Analysis

Our client is a rapidly growing private equity-backed platform company executing an aggressive acquisition strategy and investing heavily in scalable financial infrastructure. As the organization continues its expansion, it is seeking a finance leader to build and enhance its FP&A capabilities. This is a confidential search conducted on behalf of our client.

We are seeking an experienced Manager, Financial Planning & Analysis (FP&A) to lead the development of budgeting, forecasting, financial modeling, and management reporting processes. This highly visible role will partner closely with the CFO and executive leadership team to deliver actionable insights, improve decision-making, and build scalable planning capabilities in a high-growth environment. The ideal candidate combines strong FP&A expertise, public accounting experience, advanced modeling skills, and hands-on experience leveraging AI and analytics tools.

Why This Opportunity

This is a hands-on builder role, not a traditional FP&A management position.
The successful candidate will have the opportunity to create scalable FP&A processes, influence executive decision-making, leverage AI-driven analytics, and help shape the future finance organization of a rapidly growing private equity-backed business.

Title: Manager, Financial Planning & Analysis (FP&A)
Location: Tampa, Florida
Salary: $95,000 to $125,000
Reports To: CFO

Key Responsibilities

Own budgeting, forecasting, long-range planning, and management reporting
Build and maintain scalable, driver-based financial models
Deliver financial insights, KPI reporting, and variance analysis
Support strategic planning and business decision-making

Forecasting & Analytics

Develop forecasts across revenue, expenses, headcount, and cash flow
Analyze profitability, margins, unit economics, and growth initiatives
Conduct scenario modeling and business performance analysis
Improve forecasting accuracy and reporting efficiency

AI & Automation

Utilize AI, predictive analytics, and automation tools to enhance FP&A processes
Implement advanced forecasting and analytical techniques
Partner with technology teams to improve reporting and decision support capabilities

Executive & Board Support

Prepare executive reporting packages, forecasts, and financial presentations
Support board reporting and strategic initiatives
Serve as a trusted advisor to the CFO and senior leadership team

Project Finance

Build the company’s project profitability analysis function
Hire and develop the initial project finance resource
Provide insights into project performance and operational efficiency

Qualifications

Required

Bachelor’s degree in Finance, Accounting, Economics, or related field
10+ years of progressive finance and FP&A experience
Public accounting experience required; Big 4 strongly preferred
Proven success building forecasting models and planning processes
Experience utilizing AI tools within finance and analytics
Strong knowledge of financial statements, GAAP, and forecasting methodologies
Advanced Excel and financial modeling skills

Preferred

CPA designation
Experience with Salesforce and GoldFinch
Background in PE-backed, founder-led, or high-growth companies
Experience with finance transformation, automation, or analytics modernization