Role Overview for VP, FP&A with a Public Software Company – Austin, TX
JRG Partners is proud to partner with a high-growth, publicly traded software company at the forefront of technological innovation, located in the vibrant tech hub of Austin, Texas. We are seeking a visionary and strategic Vice President of Financial Planning & Analysis (VP, FP&A) to join their executive team. This is a critical leadership role responsible for steering the company’s financial future, driving strategic decision-making, and communicating the company’s financial story to internal and external stakeholders. The ideal candidate is a seasoned finance leader with extensive experience in a public SaaS or software environment, possessing a deep understanding of corporate finance, strategic planning, and investor relations.
As the VP of FP&A, you will be more than just a numbers expert; you will be a strategic partner to the CEO, CFO, and the entire leadership team. You will lead the global FP&A function, providing insightful analysis, robust financial models, and actionable recommendations that will shape the company’s growth trajectory. Your leadership will be instrumental in scaling our financial operations, improving forecasting accuracy, and providing the financial framework to support rapid expansion and product innovation.
You will be tasked with building and mentoring a world-class FP&A team, fostering a culture of high performance, collaboration, and continuous improvement. This position offers a unique opportunity to make a significant impact on a dynamic organization, influencing key business decisions and contributing directly to its long-term success. If you are a results-oriented leader with a passion for driving financial excellence in a fast-paced, public company setting, we invite you to apply.
Key Responsibilities of VP, FP&A with a Public Software Company – Austin, TX
Strategic Financial Planning
Lead the development of the company’s long-range strategic and financial plans, including multi-year models that support growth initiatives, market expansion, and capital allocation strategies.
Annual Budgeting and Forecasting
Own and manage the entire lifecycle of the annual operating budget and rolling forecast processes. Collaborate with department heads to ensure budgets are aligned with strategic objectives and resources are allocated effectively.
Financial Reporting & Analysis
Oversee the preparation of comprehensive monthly, quarterly, and annual financial reporting packages for the executive team and Board of Directors. Provide in-depth variance analysis, highlighting key trends, risks, and opportunities.
Investor Relations & Public Company Reporting
Partner closely with the CFO and Investor Relations team to prepare materials for quarterly earnings calls, investor presentations, and board meetings. Ensure financial narratives are clear, consistent, and accurately reflect business performance. Support the preparation of required SEC filings.
Business Partnership
Serve as a key financial partner to senior leadership across the organization (Sales, Marketing, R&D, Operations). Provide data-driven insights and financial guidance to support strategic initiatives, product pricing, and operational efficiency improvements.
M&A and Corporate Development
Lead financial due diligence for potential mergers and acquisitions. Develop complex financial models to evaluate opportunities, assess synergies, and support post-merger integration planning.
Team Leadership & Development
Recruit, mentor, and develop a high-performing global FP&A team. Foster a culture of analytical rigor, accountability, and professional growth. Set clear goals and provide constructive feedback to elevate team capabilities.
Systems & Process Improvement
Drive the continuous improvement of FP&A processes and systems. Evaluate and implement advanced financial planning tools and technologies (e.g., Anaplan, Adaptive Insights) to enhance efficiency, accuracy, and analytical capabilities.
Key Metrics & KPI Management
Define, track, and analyze key performance indicators (KPIs) and SaaS metrics (e.g., ARR, LTV, CAC, Churn). Develop dashboards and reporting to provide visibility into business performance for all stakeholders.
Ad-Hoc Strategic Analysis
Lead and execute complex, ad-hoc financial analysis and modeling to support critical business decisions, such as new market entry, capital investments, and competitive analysis.
Requirements for the VP, FP&A with a Public Software Company – Austin, TX
Educational Background
Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. An MBA or CPA is strongly preferred.
Professional Experience
A minimum of 15+ years of progressive experience in finance, with at least 7-10 years in a senior FP&A leadership role (Director, Sr. Director, or VP level).
Public Company & Industry Experience
Direct experience within a publicly traded SaaS or software company is a mandatory requirement. A deep understanding of subscription-based revenue models and associated metrics is essential.
Technical & Systems Proficiency
Expert-level financial modeling and Excel skills are a must. Extensive experience with enterprise-level ERP systems (e.g., NetSuite, Oracle, SAP) and financial planning software (e.g., Anaplan, Adaptive Insights, Host Analytics) is required.
Leadership & Management Skills
Proven track record of building, leading, and mentoring high-performing finance teams. Ability to inspire and motivate team members in a fast-paced environment.
Communication & Interpersonal Skills
Exceptional written and verbal communication skills. The ability to distill complex financial information into clear, concise insights for executive and non-financial audiences is critical.
Strategic Mindset
Strong business acumen and the ability to think strategically, connecting financial performance to broader business and market dynamics. Must be able to operate at both the strategic 30,000-foot level and the tactical, detail-oriented level.
Analytical Prowess
Superior analytical and problem-solving skills with a keen attention to detail and accuracy.
Location
Must be based in or willing to relocate to the Austin, TX metropolitan area. This is a hybrid role with an expectation of regular in-office collaboration.
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. Benefits include:
Competitive Compensation
A highly attractive base salary, annual bonus potential, and a significant equity package (RSUs).
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your dependents with significant employer contributions.
Retirement Savings
A 401(k) retirement plan with a generous company match to help you save for the future.
Generous Paid Time Off
A flexible and generous PTO policy, including paid holidays and sick leave, to encourage a healthy work-life balance.
Parental Leave
Comprehensive paid parental leave for new parents.
Professional Development
An annual stipend for continued education, certifications, conferences, and professional development opportunities.
Wellness Programs
A monthly wellness stipend that can be used for gym memberships, fitness classes, mental health apps, and more.
Modern Office & Perks
A state-of-the-art office in Austin with collaborative spaces, a fully stocked kitchen, and regular team-building events and socials.
How to Apply
This is an exclusive search being conducted by JRG Partners. If you are a strategic finance leader with the requisite public software company experience and are ready to make a significant impact, we encourage you to apply. To be considered for this exceptional opportunity, please submit your resume and a cover letter detailing your qualifications and interest in the role. For more information or to explore other opportunities, please visit JRG Partners’ Finance & Accounting practice page. We look forward to reviewing your application.
