Role Overview for VP, Corporate FP&A, Global Lead with a Public FinTech – Charlotte, NC
JRG Partners is proud to conduct an exclusive executive search for a dynamic and visionary Vice President of Corporate Financial Planning & Analysis (FP&A). This is a premier leadership opportunity to serve as the Global Lead for a rapidly expanding, publicly traded Financial Technology (FinTech) company headquartered in the vibrant financial hub of Charlotte, North Carolina. Our client is a recognized innovator in the digital finance space, revolutionizing how consumers and businesses interact with financial services through their cutting-edge platform. As they continue their impressive growth trajectory and expand their global footprint, they are seeking a strategic financial leader to architect and steer their global FP&A function.
This executive role is not merely about managing budgets; it is about serving as a critical strategic partner to the Chief Financial Officer (CFO) and the entire executive leadership team. The VP, Corporate FP&A will be the central figure in driving the company’s financial narrative, providing the analytical horsepower and forward-looking insights that underpin major strategic decisions. You will be responsible for orchestrating the global annual operating plan, long-range strategic financial planning, quarterly forecasting, and providing sophisticated analysis to guide capital allocation, investment in new technologies, and potential M&A activities. Your leadership will be instrumental in enhancing financial predictability, driving operational efficiency, and ultimately maximizing shareholder value. This position offers a unique chance to make a significant impact on a high-growth public company at a pivotal moment in its history, blending strategic financial leadership with deep operational partnership in one of the most exciting sectors of the economy.
Key Responsibilities of VP, Corporate FP&A, Global Lead with a Public FinTech – Charlotte, NC
Strategic Financial Leadership & Planning
Spearhead the global annual budgeting process, quarterly re-forecasting, and the development of the multi-year long-range strategic financial plan. Collaborate directly with the C-suite to translate corporate strategy into actionable financial targets and operational plans.
Advanced Financial Modeling & Analysis
Develop and maintain sophisticated, driver-based financial models to support decision-making for various scenarios, including new product launches, market expansions, and capital structure changes. Provide in-depth analysis of key business drivers, trends, and performance indicators (KPIs).
Executive & Board-Level Reporting
Oversee the preparation and delivery of comprehensive financial reporting packages for the executive team, the Board of Directors, and key stakeholders. Translate complex financial data into clear, concise, and actionable insights that tell the story behind the numbers.
Public Company & Investor Relations Support
Play a pivotal role in the quarterly earnings cycle, including supporting the preparation of earnings releases, call scripts, and investor presentations. Ensure financial narratives are consistent and support the company’s strategic messaging to the investment community. Your work will directly support compliance with SEC reporting requirements.
Business Partnership & Decision Support
Act as a trusted financial advisor to global business unit leaders and department heads. Provide robust analytical support for strategic initiatives, evaluate ROI on major investments, and help functional leaders manage their P&Ls effectively to achieve corporate goals.
Team Development & Global Leadership
Lead, mentor, and develop a high-performing global FP&A team. Foster a culture of accountability, collaboration, intellectual curiosity, and continuous improvement. Set clear goals and provide the guidance necessary for team members to grow their careers and contribute at the highest level.
Process Optimization & Systems Enhancement
Continuously evaluate and improve FP&A processes, systems, and tools to drive efficiency, accuracy, and scalability. Champion the adoption of best-in-class technologies and methodologies to enhance the company’s financial planning and analytical capabilities.
Cash Flow & Balance Sheet Forecasting
Own the comprehensive forecasting of the company’s cash flow, balance sheet, and capital expenditures. Partner with the Treasury and Accounting teams to ensure a holistic view of the company’s financial health and liquidity.
M&A and Corporate Development Analysis
Partner with the corporate development team to evaluate potential acquisition targets. Lead the financial due diligence process, develop valuation models, and assess the financial impact and synergy potential of proposed transactions.
Requirements for the VP, Corporate FP&A, Global Lead with a Public FinTech – Charlotte, NC
Educational Background
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 highly preferred.
Executive Experience
A minimum of 15 years of progressive experience in financial planning and analysis, corporate finance, or a related field. This must include at least 7 years in a significant leadership capacity, managing and developing a team of finance professionals.
Public Company Expertise
Demonstrable, hands-on experience in a senior FP&A role within a publicly traded company is a non-negotiable requirement. Deep familiarity with the cadence and demands of quarterly earnings cycles, investor relations support, and SEC regulations is essential.
Industry Relevance
Significant experience within the FinTech, financial services, technology (SaaS), or payments industries is strongly preferred. The ideal candidate will understand the unique business models, metrics, and competitive landscapes of these sectors.
Global Leadership
Proven experience managing a geographically dispersed or global team and overseeing financial planning for international operations.
Technical & Analytical Skills
Expert-level proficiency in complex financial modeling and valuation techniques. Deep understanding of U.S. GAAP and key accounting principles. Extensive experience with enterprise-level ERP systems (e.g., Oracle, SAP, NetSuite) and advanced EPM/BI tools (e.g., Anaplan, Hyperion, Adaptive Insights, Tableau).
Strategic Acumen
Superior strategic thinking and problem-solving skills. The ability to see the ‘big picture’ and connect financial details to broader business objectives.
Communication & Influence
Exceptional written, verbal, and presentation skills. Must possess the executive presence and credibility to effectively communicate with and influence the C-suite, Board of Directors, and external stakeholders.
Benefits & Perks Offered
Our client is committed to attracting and retaining top-tier executive talent and offers a highly competitive and comprehensive compensation and benefits package, including:
Executive Compensation
A highly competitive base salary complemented by a significant annual performance-based bonus.
Equity & Long-Term Incentives
A meaningful equity grant (RSUs/Stock Options) to ensure alignment with long-term shareholder value creation.
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance plans for you and your dependents, along with robust wellness programs and resources.
Retirement Savings
A 401(k) retirement plan with a generous company match.
Generous Time Off
A flexible and generous paid time off (PTO) policy, supplemented by company-paid holidays.
Professional Growth
A commitment to your continuous professional development, including access to executive coaching, industry conferences, and further education.
Relocation Support
A comprehensive relocation package is available for the exceptional candidate who is not currently based in the Charlotte area.
Work Environment
A dynamic, innovative, and collaborative culture in a state-of-the-art office environment in Charlotte.
How to Apply
JRG Partners has been exclusively retained for this critical executive search. If you are a transformative financial leader with a track record of driving growth in a public company environment and possess the qualifications outlined above, we invite you to apply for this career-defining opportunity.
To express your interest, please submit your resume and a cover letter for confidential consideration. For more information on our expertise in placing top-tier financial executives, we encourage you to visit the JRG Partners’ Finance & Accounting Practice page. We look forward to reviewing your application and discussing how your experience aligns with our client’s strategic vision.
