JRG Partners is proud to represent a premier, high-growth, private equity-backed technology company in its search for a transformative Vice President of Financial Planning & Analysis (VP, FP&A). This is a career-defining opportunity for a strategic financial leader to join a dynamic executive team and play a pivotal role in shaping the company’s future trajectory. Based in the vibrant and growing tech hub of San Antonio, TX, you will be instrumental in driving financial excellence, providing critical business insights, and creating substantial enterprise value.
Our client is a category-leading SaaS company with a disruptive platform, a robust customer base, and the strong financial backing of a top-tier private equity firm. They are at a critical inflection point of accelerated growth, both organically and through strategic acquisitions.
The VP, FP&A will be more than a traditional finance leader; you will be a strategic partner to the CFO and the entire C-suite, translating complex financial data into actionable strategies that fuel sustainable growth and profitability. If you are a results-oriented, data-driven, and highly motivated finance executive with a passion for technology and a proven track record in a fast-paced, PE-backed environment, we invite you to apply.
Role Overview for VP, FP&A with a PE-backed Technology Company – San Antonio, TX
The Vice President of Financial Planning & Analysis will serve as the financial architect of the company’s growth story. You will lead the FP&A function, taking full ownership of the budgeting, forecasting, long-range planning, and financial reporting processes. This role demands a unique blend of technical financial expertise, strategic business acumen, and exceptional leadership skills. You will be responsible for building and mentoring a high-performance team, developing sophisticated financial models, and providing the analytical horsepower to support key business decisions across the organization—from sales and marketing to product development and operations.
In this highly visible role, you will have a direct line of communication with the executive leadership team, the Board of Directors, and the private equity sponsors. Your analysis and insights will be the foundation of the company’s strategic plan, M&A activities, and capital allocation decisions. You will be expected to challenge the status quo, drive process improvements, and implement best-in-class FP&A systems and methodologies. The ideal candidate is a proactive leader who thrives in a dynamic environment, is comfortable with ambiguity, and possesses an unwavering commitment to accuracy, integrity, and continuous improvement. This is a chance to leave a lasting impact on a rapidly scaling organization and be a key contributor to its success story.
Key Responsibilities of VP, FP&A with a PE-backed Technology Company – San Antonio, TX
Strategic Financial Leadership
Act as a key business partner to the CFO and executive team. Lead the development of the annual operating plan (AOP), long-range strategic plans, and rolling financial forecasts that are fully aligned with the company’s strategic objectives.
Performance Management & Reporting
Oversee the preparation of comprehensive monthly and quarterly reporting packages for management, the Board of Directors, and PE investors. Provide insightful variance analysis and commentary on financial and operational performance against budget, forecast, and prior periods.
Advanced Financial Modeling
Develop, maintain, and enhance sophisticated financial models to support strategic initiatives, including M&A due diligence, pricing analysis, new product introductions, and capital investment decisions.
SaaS Metrics & KPI Mastery
Define, track, and analyze key SaaS and operational metrics (e.g., ARR, NRR, LTV:CAC, Gross & Net Churn, Magic Number). Develop dashboards and reporting to provide visibility into business drivers and trends.
Business Partnership
Collaborate closely with department heads across the organization to provide financial guidance, develop departmental budgets, and ensure financial discipline and accountability. Serve as the go-to financial expert for the business.
PE Sponsor & Board Relations
Manage the financial reporting cadence and requirements for the private equity sponsor. Prepare compelling presentations and materials for board meetings, investor updates, and lender communications, effectively telling the company’s financial story.
Process & Systems Improvement
Drive the continuous improvement and automation of FP&A processes. Evaluate and implement new financial systems and tools (e.g., CPM/EPM software) to enhance efficiency, accuracy, and analytical capabilities as the company scales.
Team Development
Lead, mentor, and develop a high-performing FP&A team. Foster a culture of excellence, collaboration, and professional growth, empowering your team to become trusted business partners.
Cash Flow Management
Own the detailed cash flow forecasting process, working closely with the Controller to manage liquidity and working capital effectively.
Requirements for the VP, FP&A with a PE-backed Technology Company – San Antonio, TX
Educational Background
Bachelor’s degree in Finance, Accounting, Economics, or a related field is required. An MBA and/or CPA designation is strongly preferred.
Professional Experience
A minimum of 12-15 years of progressive experience in finance, with at least 7 years in a senior FP&A leadership role (Director or VP level).
Industry Expertise
Deep experience within the B2B SaaS or technology industry is a non-negotiable requirement. Must have a thorough understanding of SaaS business models and key metrics.
Private Equity Experience
Demonstrable experience working within a fast-paced, private equity-backed company is mandatory. You must understand the unique demands, reporting cadence, and private equity value creation playbook.
Technical Skills
Expert-level proficiency in financial modeling and Microsoft Excel. Extensive experience with ERP systems (e.g., NetSuite, Sage Intacct) and modern FP&A/CPM platforms (e.g., Anaplan, Adaptive Insights, Vena).
Leadership Acumen
Proven track record of building, leading, and mentoring high-performing finance teams. Ability to inspire and motivate others to achieve ambitious goals.
Executive Presence
Exceptional communication and presentation skills, with the ability to distill complex financial concepts into clear, concise insights for both financial and non-financial audiences.
Strategic Mindset
Strong analytical and problem-solving skills combined with outstanding business acumen. Ability to think strategically at a high level while also being hands-on and detail-oriented.
Personal Attributes
High-energy, intellectually curious, and adaptable. Possesses a strong sense of urgency, a ‘roll-up-your-sleeves’ attitude, and the highest level of integrity and ethical standards.
Benefits & Perks Offered
Our client is committed to attracting and retaining top talent by offering a highly competitive compensation and benefits package, including:
- A competitive base salary and significant annual performance-based bonus.
- Meaningful equity participation with substantial upside potential.
- Comprehensive health, dental, and vision insurance plans for you and your dependents.
- A robust 401(k) retirement plan with a generous company match.
- A flexible and generous paid time off (PTO) policy, plus company-paid holidays.
- Opportunities for professional development and continued education.
- A modern and collaborative office environment in San Antonio, TX.
- Regular team-building events and a vibrant company culture focused on innovation and success.
How to Apply
This is a unique opportunity to make a significant impact on a market-leading company poised for explosive growth. If you meet the qualifications and are ready to take on this challenging and rewarding leadership role, we encourage you to apply today.
JRG Partners is the exclusive search firm for this engagement. To apply, please submit your resume and a cover letter outlining your relevant experience and why you are the ideal candidate for this position. Our team is dedicated to a transparent and efficient recruitment process.
To understand more about our expertise in placing top-tier financial executives, please learn more about our Finance & Accounting Executive Search Practice. We look forward to reviewing your application.
