Role Overview for VP, FP&A with a Public Software Company – San Jose, CA
JRG Partners is proud to partner with a premier, publicly-traded software company based in the heart of Silicon Valley, San Jose, CA, in their search for a visionary and strategic Vice President of Financial Planning & Analysis (FP&A). This is a critical leadership role reporting directly to the Chief Financial Officer (CFO) and serving as a key member of the finance leadership team. The successful candidate will be a strategic thought partner to the executive team, responsible for steering the company’s financial future through robust planning, insightful analysis, and data-driven decision support.
As the VP of FP&A, you will be at the nexus of strategy and execution. You will lead a global team of finance professionals and be responsible for all aspects of financial planning, forecasting, budgeting, and performance management. This role requires a leader who can not only manage the traditional FP&A functions but also transform them, leveraging technology and best practices to build a world-class, predictive, and agile finance organization. You will be instrumental in shaping the company’s growth trajectory, providing the financial narrative for investor relations, and supporting critical strategic initiatives, including M&A, capital allocation, and long-range planning. This position demands a unique blend of financial acumen, strategic thinking, operational savvy, and exceptional leadership skills to thrive in a fast-paced, innovative, and high-growth environment.
Key Responsibilities of VP, FP&A with a Public Software Company – San Jose, CA
Strategic Financial Planning and Forecasting
- Lead the end-to-end annual operating plan (AOP) and budgeting process, collaborating with executive leadership and department heads to establish ambitious yet achievable financial goals and resource allocation plans.
- Drive the long-range strategic planning process, developing multi-year financial models that align with the company’s strategic vision and market opportunities.
- Oversee the development of sophisticated, driver-based financial models for rolling forecasts, scenario analysis, and sensitivity testing to provide leadership with a clear view of potential outcomes and risks.
- Provide financial leadership on strategic projects, including potential mergers and acquisitions (M&A), divestitures, and other corporate development activities, by leading due diligence, valuation, and integration planning.
Business Partnership and Decision Support
- Act as a trusted financial advisor to the C-suite and business unit leaders, providing deep financial insights and actionable recommendations to optimize performance and drive profitable growth.
- Develop and monitor key performance indicators (KPIs) and operational metrics for the business, translating complex financial data into a compelling story that informs strategic decision-making.
- Lead financial analysis for key business initiatives, such as new product introductions, geographic expansion, pricing strategies, and major capital investments, ensuring a strong return on investment.
- Partner closely with Sales, Marketing, R&D, and G&A functions to provide financial guidance, challenge assumptions, and ensure alignment with corporate financial objectives.
Performance Management and Reporting
- Oversee the preparation of comprehensive monthly and quarterly management reporting packages, including detailed variance analysis of actuals versus budget/forecast, and present findings to the executive team and Board of Directors.
- Partner with the Investor Relations team to develop earnings call scripts, press releases, and other external communications, ensuring a consistent and accurate financial narrative for the investment community.
- Collaborate with the Corporate Controller to ensure a seamless and efficient month-end close process, providing critical inputs and analysis.
- Continuously enhance the company’s management reporting framework to provide deeper insights into business performance and emerging trends.
Team Leadership and Development
- Lead, mentor, and develop a high-performing global FP&A team, fostering a culture of accountability, collaboration, continuous improvement, and professional growth.
- Set clear goals and objectives for the team, providing regular feedback and coaching to elevate performance and build a strong talent pipeline.
- Champion the adoption of new tools and technologies to improve the efficiency and effectiveness of the FP&A function.
Process and Systems Enhancement
- Evaluate and enhance existing FP&A processes, systems, and tools to scale with the company’s growth, driving automation and efficiency wherever possible.
- Champion data integrity and governance to ensure the finance organization remains the single source of truth for financial and operational data across the company.
- Stay abreast of the latest trends and best practices, working to implement a modern Financial Planning and Analysis (FP&A) function that is predictive, agile, and deeply integrated into the business.
Requirements for the VP, FP&A with a Public Software Company – San Jose, CA
Required Qualifications:
- Bachelor’s degree in Finance, Accounting, Economics, or a related field.
- A minimum of 15 years of progressive experience in finance, with at least 7 years in a senior FP&A leadership role (Director level or above).
- Extensive experience within a publicly-traded software or SaaS company is mandatory.
- Proven track record of successfully leading and developing a global FP&A team.
- Deep expertise in financial modeling, forecasting, and budgeting in a complex, high-growth environment.
- Strong business acumen and the ability to translate complex financial concepts to non-financial stakeholders.
- Exceptional presentation and communication skills, with a demonstrated ability to influence and build consensus at the executive level.
- Experience supporting investor relations and interacting with the investment community.
- Expert-level proficiency with Microsoft Excel and PowerPoint, as well as hands-on experience with modern EPM/FP&A software (e.g., Anaplan, Adaptive Insights, Planful, Oracle Hyperion).
Preferred Qualifications:
- Master of Business Administration (MBA) or Certified Public Accountant (CPA) is highly preferred.
- Experience leading a company through an IPO or significant M&A transactions.
- Deep understanding of SaaS metrics (e.g., ARR, LTV, CAC, NRR) and subscription-based revenue models.
- Experience working in a company with revenues exceeding $1 billion.
- A strategic mindset with a bias for action and a passion for driving business results.
Benefits & Perks Offered
Our client is committed to investing in its 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 (RSUs).
Comprehensive Health & Wellness
Medical, dental, and vision insurance for you and your dependents with low employee premiums, plus Health Savings Account (HSA) and Flexible Spending Account (FSA) options.
Retirement Planning
A robust 401(k) plan with a generous company match to help you save for your future.
Work-Life Balance
A generous Paid Time Off (PTO) policy, paid holidays, and flexible work arrangements.
Family Support
Comprehensive parental leave policies for all new parents.
Professional Development
An annual budget for continued education, certifications, and professional development opportunities.
On-site Amenities
Access to a modern campus in San Jose with a fitness center, catered lunches, and collaborative workspaces.
How to Apply
This is a retained search exclusively managed by JRG Partners. If you are a transformative finance leader with the experience and drive to make a significant impact on a leading public software company, we encourage you to apply. Please submit your resume for confidential consideration. Qualified candidates will be contacted by a JRG Partners recruiter to discuss the role in greater detail. To learn more about our expertise in this area, please visit our Finance & Accounting Recruiting Practice page. We look forward to reviewing your application.
