Role Overview for VP, FP&A, Treasury Lead with a Public Software Company – Austin, TX
JRG Partners is proud to partner with a premier, publicly traded software company at the forefront of digital innovation. Located in the vibrant tech hub of Austin, TX, our client is renowned for its market-leading solutions, dynamic culture, and relentless pursuit of excellence. As they continue to scale globally and expand their market share, they are seeking a strategic and operationally-driven Vice President of FP&A and Treasury to join their executive finance team. This is a critical leadership role reporting directly to the Chief Financial Officer (CFO), offering a unique opportunity to shape the financial trajectory of a high-growth organization.
The VP, FP&A and Treasury is a cornerstone of the finance leadership team, responsible for providing robust financial insights, strategic guidance, and effective capital management. This individual will be a key business partner to the executive team, the Board of Directors, and various department heads, translating complex financial data into actionable strategies that drive sustainable growth and profitability. You will lead two distinct but interconnected functions: Financial Planning & Analysis (FP&A), which serves as the analytical engine of the company, and Treasury, which ensures the company’s financial resources are optimally managed and deployed. The ideal candidate is a seasoned finance professional with a proven track record in a public software or SaaS environment, possessing a blend of strategic acumen, analytical rigor, and exceptional leadership skills. You will be instrumental in navigating the complexities of a public company, from investor relations and SEC reporting support to managing global cash and risk.
This role demands a leader who can not only manage the day-to-day operations of their teams but also anticipate future trends, identify opportunities for financial optimization, and build scalable processes to support the company’s ambitious growth agenda. You will be tasked with mentoring and developing a high-performing team of finance professionals, fostering a culture of accountability, collaboration, and continuous improvement. If you are a visionary finance leader eager to make a significant impact in a fast-paced, innovative environment, we encourage you to apply.
Key Responsibilities of VP, FP&A, Treasury Lead with a Public Software Company – Austin, TX
This dual-faceted role requires expertise across the full spectrum of corporate finance. Your responsibilities will be broad and impactful, encompassing strategic planning, financial reporting, capital management, and team leadership.
Financial Planning & Analysis (FP&A)
Strategic Financial Leadership
Lead the annual operating plan (AOP), quarterly forecasting, and long-range strategic planning processes. Partner with the CFO and executive team to set financial goals and develop strategies to achieve them.
Performance Analysis & Reporting
Oversee the preparation of comprehensive financial reporting packages for the executive team, Board of Directors, and investors. Provide insightful analysis of financial results, variance analysis, and key performance indicators (KPIs).
SaaS Metrics Mastery
Develop, monitor, and report on a deep understanding of key SaaS metrics, including Annual Recurring Revenue (ARR), Customer Acquisition Cost (CAC), Lifetime Value (LTV), and Net Revenue Retention (NRR), providing insights to drive business performance.
Business Partnership
Serve as a trusted financial advisor to business unit leaders across the organization (e.g., Sales, Marketing, R&D, G&A), providing decision support for new initiatives, investments, and resource allocation.
Investor Relations Support
Play a key role in the quarterly earnings process, including assisting in the preparation of earnings scripts, press releases, Q&A documents, and investor presentations.
Process & Systems Optimization
Continuously improve FP&A processes for greater efficiency and accuracy. Lead initiatives to enhance financial systems (ERP, planning tools) to support scalable growth.
Team Development
Recruit, manage, and mentor a world-class FP&A team, promoting professional growth and building a strong talent pipeline.
Treasury & Capital Management
Global Treasury Strategy
Develop and execute a comprehensive global treasury strategy, including cash management, liquidity planning, and investment policy optimization to support the company’s operational needs and strategic objectives.
Capital Structure & Financing
Manage the company’s capital structure, including overseeing credit facilities, managing debt covenants, and evaluating and executing capital markets transactions (debt and equity financing) as needed.
Cash Flow Forecasting
Oversee the development of a robust short-term and long-term global cash flow forecasting process to ensure adequate liquidity and anticipate funding needs.
Risk Management
Identify and manage financial risks, including interest rate risk and foreign exchange (FX) exposure. Develop and implement hedging strategies where appropriate.
Banking & Financial Relationships
Manage and cultivate relationships with commercial banks, investment banks, and credit rating agencies.
Capital Allocation
Provide analytical support for capital allocation decisions, including share repurchase programs, dividends, and strategic investments.
Compliance & Controls
Ensure strict compliance with all treasury-related policies, procedures, and internal controls, including SOX requirements.
Requirements for the VP, FP&A, Treasury Lead with a Public Software Company – Austin, TX
We are seeking a candidate with a distinguished career in finance, specifically within the public technology sector. The following qualifications are essential for success in this role.
Required Qualifications:
Education
Bachelor’s degree in Finance, Accounting, Economics, or a related field.
Experience
A minimum of 15+ years of progressive experience in corporate finance, with at least 7 years in a senior leadership capacity overseeing both FP&A and Treasury functions.
Industry Expertise
Demonstrable experience working within a publicly traded software or SaaS company is mandatory. A deep understanding of the business models, metrics, and financial complexities of this industry is critical.
Public Company Acumen
Extensive experience with the financial reporting and compliance environment of a U.S. public company, including a strong understanding of SEC regulations, US GAAP, and Sarbanes-Oxley (SOX).
Leadership
Proven ability to lead, mentor, and develop high-performing teams across multiple finance disciplines. A track record of building scalable and effective finance organizations.
Executive Presence
Exceptional communication and presentation skills with the ability to articulate complex financial concepts to a wide range of audiences, including the C-suite, Board of Directors, and external investors.
Analytical Skills
Superior analytical, financial modeling, and strategic thinking capabilities. Ability to synthesize large amounts of data into clear, actionable insights.
Preferred Qualifications:
- An MBA or CPA designation is highly preferred.
- Experience in a high-growth environment, successfully scaling finance functions from a smaller to a larger enterprise.
- Direct experience with capital markets transactions, including debt issuance, equity offerings, or share buybacks.
- Experience with Mergers & Acquisitions (M&A), including financial due diligence and post-acquisition integration.
- Hands-on proficiency with modern financial systems, such as NetSuite, Workday, Anaplan, or Adaptive Insights.
Benefits & Perks Offered
Our client is committed to investing in their employees and offers a comprehensive and competitive benefits package designed to support your health, well-being, and financial future. This includes:
Competitive Compensation
A highly attractive base salary, annual performance-based bonus, and a significant equity package (RSUs).
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your dependents.
Retirement Savings
A 401(k) plan with a generous company match to help you save for the future.
Work-Life Balance
A flexible and generous Paid Time Off (PTO) policy, coupled with company-paid holidays.
Wellness Programs
A corporate wellness program including gym stipends, mental health resources, and other wellness initiatives.
Professional Growth
A strong commitment to professional development with an annual budget for conferences, certifications, and continuing education.
Employee Stock Purchase Plan (ESPP)
Opportunity to purchase company stock at a discount.
Perks
A modern and collaborative office space in Austin, regular team events, and a fully stocked kitchen.
How to Apply
This is a retained search exclusively managed by JRG Partners. If you are a results-oriented finance executive with the requisite experience and a passion for driving growth in the technology sector, we invite you to apply for this exceptional opportunity.
To be considered, please submit your resume and a cover letter detailing your qualifications and interest in the role. All applications will be treated with the strictest confidence. We look forward to connecting with you to discuss how your experience aligns with our client’s strategic goals. To learn more about our expertise in this area, please explore more opportunities in our Finance & Accounting practice area.
