JRG Partners, a premier executive search firm, is proud to announce an exclusive partnership with a high-growth, private equity-backed technology company to recruit a visionary Vice President of Financial Planning & Analysis (VP, FP&A). This is a career-defining opportunity for a strategic finance leader to join a dynamic executive team and play a pivotal role in shaping the company’s future trajectory. Our client is a market leader in their SaaS vertical, renowned for innovation and a customer-centric approach. With significant investment from a top-tier private equity firm, they are poised for accelerated growth through both organic expansion and strategic acquisitions. This role is based in the vibrant and growing tech hub of Salt Lake City, Utah, offering an exceptional quality of life and professional challenge. The ideal candidate will be a hands-on yet strategic leader, capable of building a world-class FP&A function that serves as a true business partner to the entire organization, providing the insights and analysis necessary to drive profitable growth and maximize enterprise value.
Role Overview for VP, FP&A with a PE-backed Technology Company – Salt Lake City, UT
As the Vice President of FP&A, you will report directly to the Chief Financial Officer (CFO) and serve as a key member of the finance leadership team. You will be the primary architect of the company’s financial roadmap, responsible for all aspects of financial planning, budgeting, forecasting, and performance analysis. This role requires a unique blend of technical financial expertise, strategic business acumen, and strong leadership skills. In the fast-paced, data-driven environment of a PE-backed company, the VP, FP&A is more than a traditional finance leader; you are a strategic advisor who translates complex financial data into actionable insights for the CEO, CFO, Board of Directors, and private equity sponsors.
You will be instrumental in driving key strategic initiatives, including M&A evaluation and integration, long-range planning, and preparation for a future exit event. Your leadership will be crucial in scaling the company’s financial infrastructure, implementing robust processes, and mentoring a high-performing team to support the company through its next phase of significant growth. This position demands a proactive, results-oriented individual who thrives on challenge and is passionate about using finance to create value and drive business success.
Key Responsibilities of VP, FP&A with a PE-backed Technology Company – Salt Lake City, UT
The VP, FP&A will have a broad range of responsibilities, encompassing strategic finance, operational analysis, and team leadership. Success in this role will be measured by the ability to provide accurate forecasting, insightful analysis, and strategic guidance that directly impacts business performance.
Strategic Financial Planning & Analysis
- Lead the development of the company’s long-range financial plan (LRP), working closely with the executive team to align financial forecasts with strategic objectives.
- Develop and maintain sophisticated financial models to support scenario planning, sensitivity analysis, and strategic decision-making.
- Partner with the corporate development team on M&A activities, including target evaluation, financial due diligence, valuation modeling, and post-acquisition integration planning.
- Provide insightful analysis on market trends, competitive landscape, and key business drivers to identify risks and opportunities for growth.
- Champion the implementation of financial planning and analysis best practices to enhance the strategic value of the finance function.
Budgeting, Forecasting, and Reporting
- Own and manage the annual budgeting process, collaborating with department heads to develop challenging but achievable targets.
- Implement and oversee a rolling forecast process to provide an accurate and up-to-date view of business performance throughout the year.
- Prepare comprehensive monthly and quarterly financial reporting packages for the executive team, Board of Directors, and PE sponsors, highlighting key variances, trends, and insights.
- Develop, track, and analyze key performance indicators (KPIs) and SaaS metrics, such as ARR, LTV, CAC, churn, and net revenue retention, providing deep-dive analysis to explain performance.
- Ensure the accuracy and integrity of all financial reporting and analysis produced by the FP&A team.
Business Partnership & Decision Support
- Serve as a trusted financial advisor to functional leaders across the organization (Sales, Marketing, Product, Engineering, etc.), providing analytical support to help them manage their P&Ls and achieve their goals.
- Lead financial analysis for critical business decisions, including pricing strategies, new product introductions, capital investments, and resource allocation.
- Develop robust financial models to assess the ROI of various initiatives and investments.
- Partner with the Sales and Marketing teams to develop sales capacity models, commission plans, and marketing spend effectiveness analysis.
Team Leadership & Development
- Recruit, mentor, and develop a high-caliber FP&A team, fostering a culture of excellence, collaboration, and continuous improvement.
- Provide strong leadership and clear direction, setting ambitious goals and empowering team members to succeed.
- Promote professional development within the team, ensuring they have the skills and tools necessary to support the evolving needs of the business.
Requirements for the VP, FP&A with a PE-backed Technology Company – Salt Lake City, UT
We are seeking a seasoned and accomplished finance executive with a proven track record of success in high-growth, PE-backed technology environments. The ideal candidate will possess the following qualifications:
- A Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. An MBA and/or CPA designation is highly preferred.
- A minimum of 12-15 years of progressive experience in finance, with at least 7 years in a senior FP&A leadership role.
Crucial Experience
Demonstrable experience working within a private equity-backed company is a firm requirement. Candidates must understand the pace, rigor, and reporting requirements of a PE-owned environment.
Industry Expertise
Deep experience in the B2B SaaS or technology industry is strongly preferred. A thorough understanding of SaaS business models and metrics is essential.
M&A Proficiency
Proven experience supporting M&A activities, from financial due diligence through to post-merger integration.
Technical Skills
Expert-level financial modeling and analytical skills. High proficiency in Microsoft Excel and PowerPoint is a must. Extensive experience with ERP systems (e.g., NetSuite, Sage Intacct) and EPM/BI tools (e.g., Adaptive Insights, Planful, Anaplan, Tableau) is required.
Leadership Acumen
A strong and inspirational leader with a track record of building, managing, and mentoring high-performing teams.
Executive Presence
Exceptional communication and presentation skills, with the ability to distill complex financial information and convey it clearly and concisely to executive leadership, board members, and investors.
Strategic Mindset
Ability to think strategically and commercially, moving beyond the numbers to provide actionable insights and recommendations that drive business outcomes.
Personal Attributes
High integrity, strong work ethic, a proactive and hands-on approach, and the ability to thrive in a fast-paced, dynamic, and results-oriented culture.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent and offers a highly competitive compensation and benefits package, including:
- A competitive base salary and a significant annual performance-based bonus.
- A substantial equity stake in the company, providing the opportunity for a life-changing financial outcome upon a successful exit.
- Comprehensive benefits package, including medical, dental, and vision insurance for you and your dependents.
- 401(k) retirement plan with a generous company match.
- Generous paid time off (PTO) and company holidays to support work-life balance.
- Opportunities for professional development and continued learning.
- Relocation assistance for exceptional candidates moving to the Salt Lake City area.
- A collaborative, innovative, and mission-driven work environment where your contributions will have a direct and visible impact on the company’s success.
How to Apply
JRG Partners has been exclusively retained for this critical search. If you are a results-driven finance leader with the requisite PE-backed technology experience and a passion for driving growth, we encourage you to apply. To be considered for this confidential opportunity, please submit your resume and a cover letter detailing your qualifications. For more information about our expertise in this area, please visit our Private Equity & Finance Recruiting practice page. We look forward to connecting with you.
