Role Overview for VP, FP&A with a Public FinTech Firm – Dallas, TX
JRG Partners is proud to partner with a premier, publicly-traded Financial Technology (FinTech) organization in their search for a visionary and results-driven Vice President of Financial Planning & Analysis (VP, FP&A). This is a critical leadership position based in their dynamic corporate headquarters in Dallas, Texas. Our client is a recognized leader in the digital finance space, revolutionizing how consumers and businesses interact with financial services through their innovative platform. As they continue their impressive growth trajectory and expand their market footprint, they require a strategic financial leader to steer their planning and analysis functions, ensuring data-driven decision-making at the highest levels.
The VP, FP&A will report directly to the Chief Financial Officer (CFO) and serve as a key member of the finance leadership team. This role is not just about managing budgets and forecasts; it’s about being a true strategic partner to the executive team, providing the critical insights that will shape the company’s future. You will be responsible for leading all aspects of the FP&A function, including long-range strategic planning, annual budgeting, rolling forecasts, management reporting, and in-depth financial analysis. Your work will directly influence major corporate decisions, from product investment and market expansion to capital allocation and investor communications. This is a highly visible role that offers a unique opportunity to make a significant impact on a fast-growing public company at the forefront of the FinTech revolution.
We are seeking a candidate who can blend deep financial expertise with a strong business acumen, someone who can see beyond the numbers to understand the underlying business drivers. The ideal candidate will have a proven track record of building and leading high-performing FP&A teams within a publicly-traded, technology-focused environment. You must be a master of financial modeling, an exceptional communicator, and a leader who can inspire a team to deliver excellence under pressure. If you are a strategic thinker with a passion for technology and a desire to build something remarkable, we encourage you to apply.
Key Responsibilities of VP, FP&A with a Public FinTech Firm – Dallas, TX
Strategic Financial Leadership & Executive Partnership
Act as a primary financial advisor to the CFO and other C-suite executives. Lead the development of the company’s long-range financial plan, translating corporate strategy into a multi-year financial roadmap. Provide robust financial modeling and analysis to support strategic initiatives, including M&A, new product launches, and major capital investments.
Budgeting and Forecasting Ownership
Drive the entire corporate financial planning process, including the annual operating plan (AOP) and monthly/quarterly rolling forecasts. Collaborate with business unit leaders across the organization to develop challenging but achievable targets, ensuring alignment with overall corporate objectives. Implement processes to improve forecast accuracy and timeliness.
Performance Management and Insightful Analysis
Oversee the preparation of comprehensive monthly and quarterly financial review packages for the executive team and Board of Directors. Go beyond simple variance analysis to deliver deep, actionable insights into business performance, highlighting key trends, risks, and opportunities. Develop and track a robust set of Key Performance Indicators (KPIs) that align with shareholder value creation.
Public Company & Investor Relations Support
Play a pivotal role in the quarterly earnings cycle. Partner closely with the Investor Relations and Accounting teams to prepare earnings releases, scripts, supporting schedules, and materials for investor calls. Assist in the preparation of SEC filings (10-K, 10-Q) and ensure financial narratives are consistent and accurate.
Cross-Functional Business Partnership
Serve as the primary finance partner for senior leaders across Sales, Marketing, Product, and Engineering. Provide them with the financial tools and insights needed to manage their budgets, evaluate ROI on their initiatives, and make sound operational decisions. Foster a culture of financial discipline and accountability throughout the organization.
Team Development and Mentorship
Lead, mentor, and develop a high-caliber FP&A team. Attract and retain top talent, providing clear direction, constructive feedback, and career development opportunities. Cultivate a team culture of continuous improvement, intellectual curiosity, and proactive business partnership.
Systems and Process Scalability
Continuously evaluate and enhance FP&A systems, tools, and processes to support the company’s rapid growth. Champion initiatives to increase automation, improve data integrity, and create scalable reporting infrastructure, leveraging cutting-edge corporate finance strategies and technologies.
Requirements for the VP, FP&A with a Public FinTech Firm – Dallas, TX
Educational & Professional Credentials
A Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field is required. An MBA from a top-tier institution and/or a CPA designation is strongly preferred.
Extensive Leadership Experience
A minimum of 12-15 years of progressive experience in finance, with at least 7+ years in a senior FP&A leadership role managing a team. Proven experience as a ‘number two’ to a CFO or as the head of FP&A for a significant business unit or company.
Public Company & Industry Expertise
Direct experience working within a publicly-traded company is mandatory. You must have a deep understanding of the quarterly reporting cadence, investor relations, and regulatory requirements (SOX, SEC). Prior experience in the FinTech, SaaS, or a high-growth technology sector is essential.
Technical & Systems Acumen
Expert-level proficiency in financial modeling and Microsoft Excel is non-negotiable. Extensive experience with sophisticated ERP systems (e.g., NetSuite, SAP) and modern FP&A planning tools (e.g., Anaplan, Adaptive Insights, Planful). Familiarity with data visualization tools like Tableau or Power BI is a significant plus.
Exceptional Communication & Influence
Superior written and verbal communication skills with the proven ability to present complex financial information in a clear and concise manner to diverse audiences, including the Board of Directors. Must possess strong executive presence and the ability to build credibility and influence at all levels of the organization.
Strategic and Analytical Mindset
A demonstrated ability to think strategically and link financial performance to business strategy. You must be highly analytical, with a relentless attention to detail and a passion for solving complex business problems. The ability to operate effectively in a fast-paced, ambiguous environment is critical.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier talent and offers a highly competitive and comprehensive compensation package, including:
Competitive Compensation
A highly attractive base salary, a significant annual performance-based bonus, and a meaningful long-term equity package (RSUs).
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance plans for you and your dependents, with significant employer contributions. Access to wellness programs, mental health resources, and a flexible spending account (FSA).
Retirement Planning
A 401(k) retirement 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 a healthy work-life balance.
Professional Development
A dedicated budget for continuous learning, including conferences, certifications, and workshops to support your career growth.
Modern Work Environment
A state-of-the-art office in a prime Dallas location, designed for collaboration and innovation, with numerous onsite amenities.
Relocation Support
A comprehensive relocation package is available for exceptional candidates who are not currently in the Dallas-Fort Worth area.
How to Apply
If you are a driven and experienced FP&A leader ready to take on a challenging and rewarding role with an industry leader, we want to hear from you. JRG Partners is exclusively managing this search. To be considered for this opportunity, please submit your resume and a cover letter detailing your relevant experience.
Qualified candidates will be contacted by a JRG Partners recruiter for a confidential discussion. To learn more about our expertise in placing top-tier financial executives, please visit our Finance & Accounting practice area page.
Our client is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.
