JRG Partners is proud to partner with a premier, high-growth FinTech company based in the heart of New York, NY. Our client is a trailblazer in the financial technology sector, revolutionizing how consumers and businesses interact with financial services through their innovative platform. As they continue to scale rapidly and disrupt the market, they 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 that will serve as a key strategic partner to the CEO, CFO, and other members of the senior leadership team. The VP, FP&A will be responsible for leading the entire FP&A function, driving the company’s financial strategy, and providing the analytical horsepower to support sound decision-making across the organization. You will be instrumental in shaping the company’s future, translating strategic initiatives into financial plans, and providing deep insights into business performance.
The ideal candidate is more than just a finance expert; you are a dynamic leader, a strategic thinker, and a hands-on operator who thrives in a fast-paced, data-driven environment. You possess a unique blend of financial acumen, technological savvy, and business intuition. This role offers a unique opportunity to build and scale a world-class FP&A function, mentor a talented team, and make a significant impact on the trajectory of a leading FinTech innovator. If you are a results-oriented finance leader with a passion for technology and a desire to drive growth, we encourage you to apply.
Key Responsibilities of VP, FP&A with a FinTech Company – New York, NY
As the Vice President of FP&A, you will own the financial planning process and serve as the analytical engine of the company. Your responsibilities will be broad and impactful, including:
Strategic Financial Leadership
Lead the annual budgeting process, long-range strategic planning, and monthly/quarterly rolling forecasts. Develop and refine financial models that support the company’s strategic objectives and long-term vision.
Performance Management & Reporting
Oversee the preparation of comprehensive management reporting packages for the executive team, Board of Directors, and investors. Develop, track, and analyze key performance indicators (KPIs) and operational metrics to provide actionable insights into business performance.
Business Partnership
Act as a trusted financial advisor to department heads across the organization, including Product, Engineering, Sales, and Marketing. Provide analytical support for new initiatives, product launches, pricing strategies, and marketing campaigns to ensure a strong return on investment.
Advanced Financial Modeling
Build and maintain sophisticated financial models that adhere to industry best practices in financial planning, enabling robust scenario analysis, sensitivity analysis, and strategic decision-making. Models will be used for forecasting, valuation, and capital allocation.
Capital Allocation and Investment Analysis
Lead the financial evaluation of strategic investments, including potential M&A opportunities, partnerships, and significant capital expenditures. Develop frameworks to assess ROI and prioritize resource allocation.
Process Optimization and System Implementation
Drive continuous improvement within the finance function by identifying and implementing new processes, systems, and tools. Lead the selection and implementation of modern FP&A software and BI platforms to enhance efficiency and analytical capabilities.
Market Intelligence
Conduct in-depth analysis of market trends, the competitive landscape, and economic factors to identify risks and opportunities. Provide insights that inform corporate strategy and financial outlook.
Team Development
Recruit, mentor, and lead a high-performing FP&A team. Foster a culture of accountability, collaboration, intellectual curiosity, and professional growth.
Investor Relations Support
Partner with the CFO to prepare materials for fundraising activities, investor presentations, and board meetings. Help craft the company’s financial narrative for external stakeholders.
Requirements for the VP, FP&A with a FinTech Company – New York, NY
We are seeking a candidate with a proven track record of success in high-growth environments. The qualifications and attributes for this role include:
Required Qualifications:
- A minimum of 12+ years of progressive experience in financial planning and analysis, corporate finance, investment banking, or a related field.
- At least 5 years of experience in a senior leadership role, with a demonstrated ability to build, manage, and mentor a team.
- Significant experience within the FinTech, SaaS, or a venture-backed, high-growth technology company is essential.
- Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field.
- Expert-level proficiency in financial modeling, Excel, and PowerPoint. You must be able to build complex, three-statement financial models from scratch.
- Hands-on experience with modern ERP systems (e.g., NetSuite, Oracle, SAP) and corporate performance management (CPM)/FP&A software (e.g., Anaplan, Adaptive Insights, Planful).
Preferred Qualifications & Attributes:
- An MBA from a top-tier university or professional certifications such as CPA or CFA are highly preferred.
- Experience with data visualization and business intelligence tools like Tableau, Power BI, or Looker.
- Knowledge of SQL and experience working with large datasets is a strong plus.
- Exceptional communication and presentation skills, with the ability to distill complex financial concepts into clear, concise insights for both financial and non-financial audiences.
- A strong executive presence and the ability to influence and build relationships with stakeholders at all levels, including the C-suite and Board of Directors.
- Proven ability to thrive in a fast-paced, dynamic, and often ambiguous environment. You are adaptable, resilient, and comfortable with change.
- A strategic mindset with outstanding analytical and problem-solving skills. You are detail-oriented but can also see the bigger picture.
- A proactive, self-starter mentality with a strong sense of ownership and a relentless drive for results.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent and offers a highly competitive compensation and benefits package, including:
Competitive Compensation
A compelling base salary and a significant annual performance-based bonus.
Meaningful Equity
A substantial equity package, providing a true sense of ownership and a stake in the company’s long-term success.
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your dependents with a significant portion of premiums covered.
Retirement Savings
A 401(k) plan with a generous company match to help you save for your future.
Generous Time Off
A flexible and generous paid time off (PTO) policy, plus paid company holidays, to ensure a healthy work-life balance.
Family Support
Comprehensive paid parental leave for all new parents.
Wellness & Development
A monthly wellness stipend, access to mental health resources, and a professional development budget to support your continuous learning and growth.
Office Perks
A modern office in a prime NYC location with commuter benefits, catered lunches, a fully stocked kitchen, and regular team-building events.
How to Apply
Are you ready to take on this exciting challenge and lead the financial strategy of a disruptive FinTech leader? We want to hear from you.
To apply, please submit your resume and a cover letter detailing your relevant experience and why you are the ideal candidate for this role. For more information on similar opportunities, we invite you to explore the JRG Partners’ Accounting & Finance practice area.
JRG Partners and our client are Equal Opportunity Employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
