VP, Financial Planning & Analysis

Job Description

Job Description

KEY RESPONSIBILITIES
Strategic Planning, Budgeting & Forecasting
• Own the enterprise-wide annual budgeting process, rolling forecasts, and long-range strategic/capital plan across all business lines and legal entities
• Direct the design and governance of financial models supporting M&A diligence, acquisition economics, synergy analysis, purchase price allocation, and post-close integration
• Set the standard for actuals-vs-plan analysis enterprise-wide; translate variance into strategic recommendations for the CEO and CFO, not just line-item explanations
• Partner with the CEO and CFO on capital allocation decisions, including organic investment vs. acquisition trade-offs
PE Sponsor, Lender & Board Reporting
• Own financial reporting to investors, including recurring value-creation-thesis materials and ad hoc requests from the PE sponsor
• Ensure timely and accurate reporting to lenders in accordance with the credit agreement's compliance calendar, including covenant reporting, financial statement delivery, and compliance certificates
• Direct preparation of recurring value-creation-thesis reporting, including but not limited to:
• 13-week cash flow forecast
• Leverage ratio calculation and covenant cushion analysis
• Revenue and pro forma adjusted EBITDA performance against thesis, including add-back/adjustment governance
• Working capital / cash conversion metrics
• Own the monthly and quarterly executive/board reporting package: consolidated financials, KPI dashboards, and cross-business-line variance analysis
• Build board- and investment-committee-level materials communicating performance, risk, and strategic priorities
• Serve as the executive point of contact for ad hoc PE stakeholder requests, ensuring rapid, accurate turnaround under time pressure
KPI Structure and Management
• Develop and maintain the structure and standards for KPI reporting at both the corporate and entity levels, defining the metrics used to track consolidated platform and business line performance
• Maintain and evolve the KPI reporting framework as new entities are acquired and integrated onto the platform

Executive & Business Partnership
• Act as a trusted strategic advisor to the CEO, CFO, and entity / practice leaders on pricing, resource planning, and segment-level profitability
• Represent finance in executive leadership discussions on growth strategy, M&A scenario analysis and pipeline prioritization, and platform integration
• Influence enterprise decision-making by translating financial analysis into actionable strategic options for leadership
Organizational Leadership
• Build and lead the FP&A function as the platform scales through acquisition, including building and managing a team as necessary
• Establish scalable FP&A processes, systems, and governance to support a growing, multi-entity platform
• Manage deliverable timelines and quality standards across the FP&A team enterprise-wide
PREFERRED QUALIFICATIONS
MBA, CPA, or CFA; deep ERP and planning-system expertise (NetSuite, Planful, Prophix, Adaptive, Workday Adaptive Planning, or similar); significant prior experience in a PE-backed, roll-up, or platform company strongly preferred, including direct exposure to sponsor/board reporting, lender/credit agreement compliance reporting and multi-entity consolidation from serial acquisitions. Professional services or accounting-industry experience is a plus.
KEY COMPETENCIES
Strategic Thinking • Financial Acumen • Executive Presence • Board & Investor Communication • Lender & Covenant Compliance • KPI Reporting • Organizational Leadership • Change Management • Acquisition Modeling • Capital Allocation

Benefits
• Competitive compensation commensurate with experience
• Annual performance and growth opportunities
• 401(k) Plan with employer contributions of up to 4% of salary
• Medical Insurance
• Dental Insurance
• Flexible work arrangements
• Generous paid time off and firm holidays
• Flexible Spending Accounts (FSA)
• Employee Life Insurance
• Supplemental Life Insurance for Employees and Dependents
• Long-Term Disability Insurance
• Short-Term Disability Insurance
• Accidental Death & Dismemberment Insurance
• Paid Parental Leave
• Childcare Assistance

Join Nichols Cauley and become part of a team committed to helping clientsand our peopleManage. Protect. Grow.

Nichols Cauley does not accept unsolicited resumes, candidate referrals, or applicant submissions from staffing agencies, recruiting firms, sourcing providers, or other third-party services. Any candidate information submitted without a valid, executed agreement between Nichols Cauley and the submitting party will be considered unsolicited and will become the property of Nichols Cauley. No fees, commissions, or other charges will be owed for such submissions.

For agencies with an active agreement in place, candidates may only be submitted for positions that have been specifically authorized by Nichols Cauley for external recruiting support. Any submissions made for unauthorized, unapproved, or closed positions will be considered unsolicited and will not be eligible for fees.

Talent Acquisition is the exclusive point of contact for all third-party recruiting activities. Agencies and recruiters who contact employees, partners, or other representatives of Nichols Cauley without the knowledge and approval of Talent Acquisition may be subject to termination of their agreement and removal from consideration for future business.

Equal Opportunity Employer