VP, Corporate Financial Planning & Analysis

Job Description

Job Description

The Vice President, Corporate Financial Planning & Analysis (FP&A) will lead enterprise financial planning and analysis for AHF, including consolidated financial performance, forecasting, reporting, data intelligence, and strategic analytics. This role will provide forward-looking insights and recommendations to enhance enterprise value, support profitability and growth initiatives, strengthen market and cost visibility, and inform investment decisions. The position will also serve as the FP&A owner for OneStream administration and technology advancement, including system governance, metadata updates, workflow design, consolidation logic support, dashboard enhancements, and user support. The role is expected to be heavily involved in M&A, integration planning, performance tracking, financing models, and ROI analytics. 

Duties & Responsibilities  

• Design, build, and maintain rolling financial forecasts for the income statement, balance sheet, and cash flow statement in a three-statement model format, including a five-year rolling financial view to support operating, financing, M&A, and enterprise value initiatives. 
• Coordinate and consolidate the company’s strategy, annual operating plan, and forecast cycles within OneStream. 
• Lead corporate SG&A planning and forecasting, providing stakeholders with clear visibility into expenses, costs, headcount metrics, and trends. 
• Partner with operations, sales, finance, and accounting to analyze and interpret data that supports business decisions, including ROI, leakage identification, investment opportunities, and organizational cost and structure. 
• Assist Accounting with variance analysis against plan, forecast, and prior periods. 
• Develop, track, and report key performance indicators and operational metrics. 
• Analyze trends across customer segments, revenue streams, profitability, product mix, and pricing. 
• Create and manage customer analytics including cohort, attribute, and cost-to-serve analysis. 
• Serve as the primary FP&A owner for OneStream administration, including metadata maintenance, workflow management, system logic, integrations, reporting dashboards, and user support. 
• Benchmark company performance against industry peers. 
• Prepare board and investor materials. 
• Support M&A pipeline activities, including financial model development, diligence coordination, post-close integration, and performance tracking. 
• Develop business cases for investment and strategic decisions. 
• Communicate insights, results, and recommendations to senior leadership. 

  Qualifications  

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA preferred. 
• 10+ years of progressive experience in FP&A, consulting, private equity, investment banking, or a related finance function. 
• People management experience a plus.
• Strong analytical, financial modeling, and problem-solving skills. 
• Proven ability to collaborate cross-functionally with leadership teams and managers at all levels. 
• Experience with business intelligence tools and financial systems; OneStream or Hyperion Financial Management strongly preferred. 
• Advanced Excel and PowerPoint skills. 
• Ability to communicate effectively with all organizational levels, including executives. 
• Ability to manage multiple priorities and competing deadlines. 
• Experience working with ERP, CRM, and performance management systems. 
• Highly analytical with strong business acumen and curiosity. 
• Practical M&A experience or meaningful exposure to M&A activity required. 

 

PHYSICAL DEMANDS:  

The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

• Push, pull, carry and lift 20 - 50lbs
• Walking, stretching, bending, stooping, twisting, reaching, grasping and repetitive movements
• Talk, hear, read, write and comprehend English
• Must be able to work in a non-temperature-controlled environment
• May require occasional travel

 

MENTAL DEMANDS:  

The demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. 

• Think analytically
• Make decisions
• Develop options and implement solutions
• Work with a team
• Maintain regular and punctual attendance (consistent with ADA and/or FMLA)
• Attention to detail
• Communicate effectively
• Multitask in a fast-paced environment
• Work with a Sense of Urgency

 

AHF Products provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.