VP, Financial Planning & Analysis

Job Description

Job Description

Overview

This position sits within our Accounting and Finance division which facilitates day-to-day cash flows of the company, analyzes assets and liabilities, and aids planning for future growth.

The Opportunity

The finance team plays an integral role in driving growth and prioritizing resource allocation — from financial reporting and performance metrics to forecasting and strategic modeling. In a business that is continuously transforming, the finance function is relied upon not just for operational rigor, but as a true strategic partner to executive leadership.

The VP, FP&A will serve as a key member of the finance leadership team, bringing both analytical excellence and a forward-looking strategic mindset. This leader will own the full FP&A function — including forecasting, reporting, business partnering, and external parent company reporting — while also driving the team's evolution toward an AI-first operating model. The ideal candidate sees around corners, communicates with clarity and conviction at the executive level, and builds teams that are capable, curious, and continuously improving.

Responsibilities

Financial Planning & Reporting

• Own all forecasting, budgeting, and reporting requirements, including the Annual Operating Plan (AOP) and multi-year planning cycles.
• Full ownership of all external reporting deliverables to Roper, including board-level financial packages, ensuring accuracy, timeliness, and executive-ready quality.
• Oversee financial models that drive reporting and forecasting, continuously improving their accuracy, scalability, and relevance.
• Drive development of executive-facing dashboards and financial reporting through PowerBI and other BI tools.

AI-First FP&A & Process Innovation

• Champion an AI-first approach to financial planning and analysis — identifying, piloting, and scaling AI and automation tools that improve speed, accuracy, and insight generation.
• Lead the team in adopting emerging technologies and modern FP&A platforms to move from reactive reporting to proactive, predictive finance.
• Drive continuous process improvement across the finance function and in collaboration with other business units.

Team Leadership & Development

• Directly manage a team of 5 FP&A analysts (senior and junior levels), fostering a high-performance, high-growth culture.
• Own a formal FP&A talent development program — including structured learning paths, mentorship, skills training (BI tools, SQL, AI/ML applications, financial modeling), and career progression frameworks.
• Set clear goals and priorities across the team, provide ongoing coaching and feedback, and conduct regular performance reviews.
• Recruit and develop top finance talent as the organization scales.
• This job description in no way implies that the duties listed here are the only ones that team members can be required to perform

Qualifications

What You Bring to the Team

• Bachelor's degree required; MBA or CPA a plus.
• 12+ years of progressive FP&A, corporate finance, or related experience, with at least 3–5 years in a senior leadership role.
• Proven experience managing and developing high-performing finance teams.
• Deep expertise in financial modeling, forecasting, and scenario analysis.
• Experience in SaaS or subscription-based business models strongly preferred; fluency in SaaS revenue metrics (ARR, NRR, churn, LTV, CAC, etc.) required.
• Demonstrated experience leveraging AI tools, automation, or advanced analytics in a finance context; ability to lead a team in adopting an AI-first mindset.
• Advanced proficiency in Microsoft Excel, PowerQuery, PowerPivot, and PowerBI.
• Proficiency in SQL, Python, or other programming/data tools a plus.
• Experience with M&A, strategic finance, or corporate development a plus.
• Exceptional executive communication and presentation skills; comfortable presenting to C-suite and parent company leadership.
• Strong ability to manage competing priorities, navigate ambiguity, and operate effectively in a fast-paced, evolving environment.

Physical Demands and Work Environment

• The physical activities of this position include frequent sitting, telephone communication, and working on a computer for extended periods. Visual acuity is required to perform activities close to the eyes.
• Team members are expected to maintain a dedicated and ergonomically appropriate remote workspace.
• Team members who live within commuting distance of one of our office locations (Greater Cincinnati/Northern Kentucky or Atlanta, Georgia) are expected to work in a hybrid capacity, with regular in-office presence as determined by the team or department.
• Team members who live outside of commuting distance will be designated as remote team members. While not required to report to an office regularly, remote team members may be expected to travel to a designated office location occasionally for team meetings, training, or other business needs with reasonable notice.
• All team members must reside and perform their work within the United States.