Role Overview for VP, FP&A with a Growing Tech Company – Raleigh, NC
JRG Partners is proud to partner with a dynamic, venture-backed technology company on the forefront of innovation. Located in the vibrant tech hub of Raleigh, NC, our client is experiencing explosive growth and is seeking a visionary and strategic Vice President of Financial Planning & Analysis (VP, FP&A) to join their executive team. This is a pivotal leadership role reporting directly to the Chief Financial Officer (CFO) and serving as a key business partner to the entire senior leadership team. You will be instrumental in shaping the company’s financial future, driving strategic decision-making, and building a world-class FP&A function that scales with the business.
As the VP of FP&A, you will be more than just a numbers expert; you will be a storyteller, a strategist, and a catalyst for growth. You will translate complex financial data into actionable insights and strategic narratives that guide operational efficiency and long-term value creation. This role requires a leader who can operate at both a strategic 30,000-foot level and a detailed, hands-on tactical level.
You will own the company’s financial model, lead all planning and forecasting cycles, and provide critical analysis to support key initiatives, including product investment, market expansion, and potential M&A activities. The ideal candidate is a seasoned finance leader with a deep understanding of the SaaS business model and a proven track record of success in a fast-paced, high-growth technology environment. If you are a results-oriented leader passionate about building teams, driving performance, and making a tangible impact on a company’s trajectory, we invite you to apply.
Key Responsibilities of VP, FP&A with a Growing Tech Company – Raleigh, NC
Strategic Leadership & Business Partnership
Act as a strategic advisor to the CFO and executive leadership team. Provide financial insights and recommendations to support long-range strategic planning, corporate development, and major operational decisions. Build strong, collaborative relationships with department heads (Sales, Marketing, Product, Engineering) to drive accountability and optimize resource allocation.
Financial Planning & Forecasting
Lead and orchestrate the entire financial planning process, including the annual operating plan (AOP), quarterly forecasts, and long-range financial models. Develop sophisticated and dynamic models to support various scenarios and sensitivities.
Performance Analysis & Reporting
Oversee the preparation of comprehensive monthly and quarterly financial reporting packages for the executive team, Board of Directors, and investors. Develop, track, and analyze key performance indicators (KPIs) and SaaS metrics (ARR, NRR, LTV, CAC, Churn) to provide deep insights into business performance and trends. Conduct in-depth variance analysis of actuals versus budget/forecast and communicate findings clearly.
Team Development & Mentorship
Recruit, lead, and mentor a high-performing FP&A team. Foster a culture of excellence, continuous improvement, intellectual curiosity, and strong business partnership. Provide clear career pathing and development opportunities for team members.
Systems & Process Improvement
Drive the continuous improvement and scaling of FP&A processes and systems. Evaluate and implement new financial planning software and business intelligence tools to enhance efficiency, accuracy, and analytical capabilities. Ensure the financial infrastructure can support the company’s rapid growth.
Capital Markets & Investor Relations Support
Partner with the CFO on capital raising activities, including debt and equity financing. Assist in the preparation of investor presentations, board materials, and due diligence for potential M&A or strategic investments.
Data-Driven Storytelling
Master the ability to translate complex financial information into clear, concise, and compelling narratives. Present financial results and strategic recommendations to diverse audiences, from engineers to board members, with confidence and clarity.
Requirements for the VP, FP&A with a Growing Tech Company – Raleigh, NC
Experience
A minimum of 12-15 years of progressive experience in finance, with at least 5-7 years in a senior FP&A leadership role (Director or VP level). Significant experience within the B2B SaaS or technology industry is required. Proven success in a high-growth, venture-backed or private equity-owned environment is strongly preferred.
Education
Bachelor’s degree in Finance, Accounting, Economics, or a related quantitative field is required. An MBA from a top-tier institution or a CPA is highly desirable.
Technical Skills
Expert-level proficiency in financial modeling, forecasting, and valuation. Deep understanding of GAAP accounting principles. Extensive experience with SaaS metrics and cohort analysis. Advanced skills in Microsoft Excel and PowerPoint are mandatory. Hands-on experience with modern ERP systems (e.g., NetSuite, Oracle) and enterprise-grade financial planning tools (e.g., Anaplan, Adaptive Planning, Vena) is essential.
Leadership & Communication
Demonstrated experience building, managing, and developing high-performing teams. Exceptional executive presence and outstanding written and verbal communication skills. The ability to influence and build credibility with senior executives, board members, and cross-functional partners is critical.
Strategic Mindset
A highly analytical and strategic thinker with a bias for action. Must be able to balance long-term strategic objectives with short-term tactical execution. Possesses a strong business acumen and the ability to understand and articulate the key drivers of the business.
Certifications
Professional certifications such as the Certified Corporate FP&A Professional (FPAC) are considered a strong asset.
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. This includes:
Competitive Compensation
A highly attractive base salary, annual performance-based bonus, and a significant equity package.
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 Time Off
A flexible and generous Paid Time Off (PTO) policy, plus company-paid holidays, to ensure a healthy work-life balance.
Professional Development
A dedicated annual budget for conferences, certifications, and continued learning to support your career growth.
Work Environment
A modern, collaborative office space in Raleigh, NC, with a hybrid work model offering flexibility.
Wellness Programs
Access to wellness resources, including gym membership reimbursements and mental health support services.
Parental Leave
Comprehensive paid parental leave for all new parents.
How to Apply
JRG Partners is the exclusive recruitment partner for this confidential search. If you are a strategic finance leader ready to make a significant impact on a rapidly scaling technology company, we encourage you to apply. Please submit your resume and a cover letter detailing your relevant experience and why you are the ideal candidate for this opportunity.
We are actively reviewing applications and will be in touch with qualified candidates promptly. Thank you for your interest. If this role isn’t the perfect fit, we invite you to connect with our team and stay informed about future opportunities by exploring other opportunities within our Finance & Accounting practice.
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.
