Role Overview for VP, FP&A with a Public FinTech – Atlanta, GA
JRG Partners is proud to partner with a premier, publicly-traded Financial Technology (FinTech) leader based in the vibrant tech hub of Atlanta, GA. Our client is at the forefront of digital financial innovation, revolutionizing how consumers and businesses manage, move, and leverage their capital. As they continue their impressive growth trajectory and expand their market footprint, they are seeking a visionary and strategic Vice President of Financial Planning & Analysis (VP, FP&A) to join their executive team.
This is a highly visible and critical role, reporting directly to the Chief Financial Officer (CFO). The VP, FP&A will serve as a key financial architect for the organization, responsible for driving the company’s financial strategy, enhancing operational efficiency, and providing the critical insights that guide executive decision-making and shareholder communication.
You will be the financial conscience of the company, translating complex data into actionable strategies and communicating the company’s financial story to internal and external stakeholders. The ideal candidate is a seasoned finance leader with deep experience in a public company setting, possessing a strategic mindset, exceptional analytical skills, and the ability to thrive in a fast-paced, high-growth environment. You will lead a talented team and be instrumental in shaping the financial narrative of a dynamic and innovative public company, directly influencing its long-term success and shareholder value.
Key Responsibilities of VP, FP&A with a Public FinTech – Atlanta, GA
The Vice President of FP&A will own all aspects of financial planning, forecasting, and analysis. This individual will be a key partner to the C-suite and business unit leaders, providing financial stewardship and data-driven support to drive profitable growth.
Strategic Financial Leadership & Planning
- Develop and maintain sophisticated long-range financial models that support the company’s strategic plan, including new product launches, market expansions, and M&A activities.
- Partner with the CFO and executive team on capital allocation strategies, investment analysis (ROI, NPV), and corporate development initiatives.
- Lead financial due diligence for potential acquisitions and support the integration of acquired businesses.
- Provide critical analysis and insights on market trends, competitive landscape, and macroeconomic factors to inform strategic pivots and opportunities.
- Serve as a key contributor to the preparation of materials for the Board of Directors and its committees, articulating the company’s financial performance and strategic direction.
Budgeting, Forecasting, and Financial Modeling
- Lead the end-to-end annual operating budget and periodic forecasting processes, ensuring alignment with corporate strategy and collaboration across all departments.
- Implement and manage a robust rolling forecast process to provide real-time visibility into financial performance and enable agile decision-making.
- Develop sophisticated scenario models to assess potential risks and opportunities related to market shifts, operational changes, and strategic initiatives.
- Oversee the continuous improvement of budgeting and forecasting tools, systems, and processes to enhance efficiency, accuracy, and scalability.
Performance Analysis and Management Reporting
- Direct the preparation of comprehensive monthly, quarterly, and annual financial reporting packages for the executive team and Board of Directors.
- Conduct in-depth variance analysis of actual results against budget, forecast, and prior periods, providing clear and concise explanations for performance drivers.
- Develop and track key performance indicators (KPIs) and operational metrics to monitor business health and drive accountability across the organization.
- Leverage business intelligence (BI) tools and data analytics to uncover insights, identify trends, and provide forward-looking analysis to support proactive management.
Cross-Functional Business Partnership
- Act as a trusted financial advisor to business unit leaders, providing analytical support for pricing strategies, cost-saving initiatives, and investment decisions.
- Collaborate closely with Sales and Marketing to develop revenue forecasts, analyze customer acquisition costs (CAC), and lifetime value (LTV).
- Partner with the Technology and Operations teams to understand cost drivers, manage headcount planning, and optimize resource allocation.
- Work with the Accounting team to ensure a seamless and accurate month-end close process and alignment between financial reporting and management analysis.
Public Company Reporting and Investor Relations
- Play a pivotal role in the quarterly earnings cycle, including the preparation of earnings releases, scripts, Q&A documents, and supporting financial models.
- Partner with the CFO and Investor Relations team to develop messaging and materials for investors, analysts, and the broader financial community.
- Ensure all financial projections and data comply with the rigorous public company reporting requirements set forth by the SEC.
- Provide analytical support for SEC filings (10-K, 10-Q) and other regulatory disclosures, ensuring accuracy and consistency of financial information.
Team Leadership and Development
- Lead, mentor, and develop a high-performing FP&A team, fostering a culture of collaboration, intellectual curiosity, and continuous improvement.
- Set clear goals and expectations for the team, providing regular feedback and coaching to support their professional growth and career development.
- Champion the use of best-in-class financial systems and processes to build a scalable and efficient FP&A function.
Requirements for the VP, FP&A with a Public FinTech – Atlanta, GA
We are seeking a candidate who combines deep financial expertise with exceptional leadership qualities and a passion for driving business performance. The successful candidate will meet the following qualifications:
Core Qualifications
- Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field is required.
- A minimum of 15+ years of progressive experience in financial planning and analysis or a related corporate finance field.
- At least 5 years of experience in a senior leadership role (e.g., Director, Senior Director, or VP) managing an FP&A function and team.
Crucial
Significant, direct experience working within a publicly-traded company, including involvement in earnings calls, investor relations, and SEC reporting.
Preferred Qualifications
- An MBA from a top-tier university or a CPA/CFA designation is highly preferred.
- Experience in the FinTech, SaaS, or a high-growth technology industry is strongly desired.
- Demonstrated experience with M&A, including financial modeling, due diligence, and post-merger integration.
- Experience in a company that has scaled significantly, demonstrating an ability to build processes and systems for growth.
Essential Skills and Competencies
Expert Financial Modeler
Unparalleled ability to build complex, dynamic, and accurate three-statement financial models from scratch.
Technical Proficiency
Advanced proficiency with financial planning systems (e.g., Anaplan, Adaptive Insights, Hyperion), ERP systems (e.g., NetSuite, SAP), and BI tools (e.g., Tableau, Power BI).
Executive Communication
Exceptional written, verbal, and presentation skills with the ability to distill complex financial concepts into clear, concise narratives for executive and board-level audiences.
Strategic Acumen
A strategic thinker who can see the big picture, connect the dots between financial data and business operations, and provide forward-thinking insights.
Leadership Presence
Proven ability to lead, influence, and build strong relationships with stakeholders at all levels of the organization. A natural leader who inspires and develops talent.
Analytical Rigor
A deep-seated analytical mindset with meticulous attention to detail and a commitment to data integrity and accuracy.
Benefits & Perks Offered
Our client is committed to investing in their employees and offers a highly competitive and comprehensive benefits package designed to support your well-being and professional growth. This includes:
Competitive Compensation
A lucrative base salary, annual performance-based bonus, and a significant equity package (RSUs/Stock Options).
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your dependents with low employee contributions.
Retirement Savings
A robust 401(k) plan with a generous company match to help you plan for your future.
Generous Time Off
A flexible and generous paid time off (PTO) policy, plus company-paid holidays, to encourage work-life balance.
Family Support
Comprehensive parental leave policies for all new parents.
Professional Development
A dedicated budget for continuous learning, including conferences, certifications, and further education.
Wellness Programs
Subsidies for gym memberships, mental health resources, and other wellness initiatives.
Modern Workplace
A state-of-the-art office in Atlanta with numerous amenities, fostering a collaborative and innovative work environment.
How to Apply
If you are a results-driven finance executive with a passion for the FinTech industry and a proven track record in a public company environment, we encourage you to apply for this career-defining opportunity. JRG Partners is managing this search exclusively on behalf of our client. To be considered, please submit your resume and a cover letter detailing your relevant experience and qualifications.
While this role is a unique opportunity, you can also connect with our expert recruiters by exploring other finance and accounting leadership roles on our practice area page. We look forward to hearing from you!
