Vice President, FP&A
Core
Design and lead a modern, scalable FP&A function using automation and AI to drive forward-looking analysis, resource allocation, and strategic partnership for a fast-growing AI health-tech company.
Role type
VP of Finance & Planning (FP&A), hands-on IC with strategic leadership
Builds
Automated financial planning, forecasting, and reporting systems; integrated financial models; strategic investment analysis
Domain
Digital Health / AI / B2B2C SaaS
Required skills
Financial planning & analysis (FP&A), three-statement modeling, revenue forecasting (bookings, ARR), integrated financial modeling, change management, executive presentation, team leadership, ERP implementation, AI tool adoption
Preferred skills
NetSuite/ERP experience, scaling to $200M+ revenue, regulated healthcare environment, investment banking/strategic finance, MBA/CFA/CPA
Technologies
Excel, Google Sheets, Adaptive, Anaplan, Planful, NetSuite
Responsibilities
Lead the financial planning cycle (long-range plan, AOP, forecasts); establish operating rhythms and decision-making processes; build and maintain integrated financial models; own bottoms-up revenue forecasting; prepare management reporting and board materials; model P&L impact of initiatives; partner with Controller on accounting alignment; lead FP&A software selection and automation; support investor reporting; lead and mentor the FP&A team; provide business partner coverage for GTM, product, and G&A; drive transition from spreadsheets to AI-enabled planning.
Seniority
VP, strategic leadership with hands-on execution