Vice President of Financial Planning and Analysis
In United StatesFull-TimeVp
Salary160,000 - 200,000 USD per year
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Job Details
- Experience
- 10+ years of progressive financial experience, including at least 5 years in senior FP&A leadership roles
- Required Skills
- LeadershipMicrosoft Power BITableauCollaborationMicrosoft ExcelProblem SolvingAccountingBudgetingStrategic thinkingSaaSNetSuite
Requirements
- 10+ years of progressive financial experience, including at least 5 years in senior FP&A leadership roles
- Strong background in insurance, healthcare services, SaaS, or financial services industries preferred
- Bachelor’s degree in Finance, Accounting, or Economics required
- MBA, CPA, or CFA strongly preferred
- Advanced expertise in Excel and financial modeling, including scenario and sensitivity analysis
- Experience with FP&A tools such as Anaplan, Adaptive Planning, or Vena
- Familiarity with ERP systems (e.g., NetSuite, Intacct) and BI tools such as Tableau or Power BI
- Proven ability to use AI-driven tools to enhance financial analysis, automation, and reporting
- Strong strategic thinking with the ability to balance big-picture vision and detailed financial analysis
- Excellent communication and storytelling skills to influence executive and cross-functional stakeholders
- Strong leadership, collaboration, and problem-solving abilities in fast-paced environments
Responsibilities
- Lead annual budgeting and forecasting processes, building advanced financial models tailored to a complex insurance and services business
- Serve as a strategic finance partner to executive leadership and department heads, supporting decision-making and performance optimization
- Design and maintain executive-level reporting packages, dashboards, and KPI frameworks for leadership and Board visibility
- Develop sophisticated models to analyze profitability, claims trends, reserves, staffing, and potential M&A or partnership opportunities
- Oversee financial planning systems and drive automation and efficiency improvements in reporting and forecasting processes
- Translate complex financial and operational data into clear insights and actionable recommendations for senior stakeholders
- Monitor financial performance against budget and forecasts, identifying risks and opportunities proactively
- Integrate insurance-specific financial analysis into FP&A processes, including claims dynamics and risk-adjusted pricing insights
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