VP, FP&A - SaaS / Subscription-Based Recurring Revenue

Job summary

The VP of FP&A will lead the financial planning and analysis function while supporting the company through a major due diligence and sale process. They will manage a team of nine, oversee P&L reporting, and build robust financial models to support strategic decision-making.

Job details

An ideal candidate profile would be someone who lives in or is commutable to Toronto, Canada for a hybrid position, but we will consider anyone 100% remote role based anywhere in the United States (preferably East Coast or Midwest) or Canada. Our client is a fast-growing, Private Equity-backed Network Infrastructure / Security Software company looking for a VP / Head of FP&A. The company: They are exploring a sale (1.5B-2B range) and have been private equity-owned since 2022 500+ employees Very sticky customer base (mid-90% gross retention) Profitable with "mid-30s" EBITDA Has acquired multiple companies over the last few years. Interested in exploring the intersection of AI and FP&A / Workflow Automation You will come in as the company has just started exploring a sale and will be tasked with supporting the company through the due diligence and sale process. The company's business is complex, and there will be a very steep learning curve with limited time to get up to speed, so we are looking for someone who can come in and understand the nuances of working with on-prem revenue / ASC606 and how that impacts forecasting. There is a strong existing accounting support function that will work closely with the FP&A function. Responsibilities Support the company through a successful due diligence and transaction over the next 18 months, interfacing with the PE Sponsor as well as the buyer. Quickly gain a deep understanding of the business - Forecasting, Sales Cycles (9+ months), Revenue Recognition (ASC 606), Customer Expectations, Operational Complexities. Leverage Pigment, lead P&L reporting and forecasting processes (monthly, quarterly, annual, and long-range plans) with a high degree of accuracy and transparency Build and maintain and present robust financial models and systems to support scenario planning, decision-making, and provide visibility into key metrics and relevant KPIs Manage a team of ~9. Qualifications 15+ years in FP&A / Leadership within the tech space with an emphasis on forecasting, financial analysis, and modeling Must have previous experience leading a successful transaction (or multiple transactions) Familiarity with FP&A within On-Prem Software (Subscription-Based Recurring Revenue) environments is preferred but at a minimum must have experience with SaaS / Recurring Revenue Models. Experience applying AI Tools for process improvement and workflow automation. Experience automating manual processes is ideal. Experience working at other equivalent Network Infrastructure / Security Software companies is ideal. Experience in an equivalent scaled organization (500+ employees, 200M+ Revenue) Experience working under other Private Equity Sponsors - M&A / Transaction, Capital Raising background Background in banking, consulting, or due diligence/advisory earlier in your career is a plus Track record of influencing leadership decisions through clear communication of complex data analysis Experience thinking strategically about complex business problems, leading to recommendations and action plans

What you’ll do

The VP of FP&A will lead the financial planning and analysis function while supporting the company through a major due diligence and sale process. They will manage a team of nine, oversee P&L reporting, and build robust financial models to support strategic decision-making.

Requirements

Candidates must have 15+ years of experience in FP&A within the tech sector, specifically with SaaS or recurring revenue models. Proven experience leading successful M&A transactions and expertise in financial modeling and AI-driven process automation are required.

Listed skills

• Leadership · Preferred
• Scenario Planning · Preferred
• Revenue Recognition · Preferred
• Workflow Automation · Preferred
• Forecasting · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• FP&A
• Financial Modeling
• SaaS
• ASC 606
• Due Diligence
• M&A
• Pigment
• Revenue Recognition
• Scenario Planning
• AI Tools
• Workflow Automation
• Forecasting
• P&L Reporting
• Strategic Planning
• Leadership

Job areas

• Finance & Accounting
• Management & Leadership
• Software
• Security & Safety
• Consulting