VP, Financial Planning – Analysis
Raptor Technologies
full-time
Posted on:
Location Type: Remote
Location: United States
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Job Level
Tech Stack
About the role
- Serve as a strategic advisor to the CFO and executive leadership team on financial performance, risks, and growth opportunities
- Translate corporate strategy into financial frameworks, targets, and measurable performance metrics
- Provide leadership with insights on growth drivers, emerging risks, competitive positioning, and market opportunities
- Monitor global and domestic market trends, competitive dynamics, and macroeconomic indicators to inform strategic decisions
- Drive data-driven decision making across the organization through actionable analysis and financial storytelling
- Provide decision support across the organization through ROI modeling and financial evaluation of strategic initiatives
- Lead the annual operating plan and rolling multi-year strategic plan for the organization
- Develop and maintain driver-based financial models to support scenario analysis, enterprise forecasting, and strategic planning
- Develop cost benchmarking, productivity metrics, and financial frameworks to guide resource allocation and operating efficiency
- Partner with business leaders across sales, marketing, product, and operations to align financial planning with operational objectives
- Conduct in-depth analysis of revenue drivers, customer behavior, and operational efficiencies to identify growth opportunities and optimization levers
- Provide proactive insights into revenue performance, margin expansion, cash flow, and cost drivers
- Develop executive dashboards and operational KPI frameworks to provide visibility into company performance
- Lead periodic business review meetings with executive leadership to measure performance against budget and strategic targets
- Lead enterprise capital planning processes including prioritization, investment analysis, and ROI evaluation
- Implement governance frameworks for capital requests, approvals, and post-investment reviews
- Ensure capital deployment aligns with growth initiatives, return thresholds, and private equity value creation objectives
- Partner with operations, technology, and product leaders to optimize capital allocation
- Coordinate buy-side M&A activity in partnership with private equity sponsors
- Assist with due diligence, financial modeling, and post-acquisition integration management
- Lead preparation of executive reporting packages, board materials, and investor-ready financial analyses
- Prepare ad-hoc financial analyses and insights for the Board of Directors, CFO, and senior leadership
- Champion improvements in financial data management, data quality, and reporting infrastructure across the organization; incorporate AI where appropriate
- Provide leadership to the FP&A organization, developing high-performing teams, scalable processes, and modern financial systems
- Lead cross-functional initiatives and special projects that support the company’s growth and operational maturity
Requirements
- Bachelor’s degree in Finance, Accounting, Economics, or related field
- 12–15+ years of progressive finance experience, including significant leadership in FP&A or corporate finance
- Proven experience leading enterprise financial planning processes in complex or high-growth organizations
- Experience in high-growth SaaS or recurring revenue business models, ideally within a private equity-backed environment
- Strong understanding of SaaS metrics such as ARR, NRR, CAC, LTV, churn, and unit economics
- Demonstrated experience supporting M&A transactions, due diligence, and integration
- Experience with large data sets and the ability to identify & communicate key insights
- Exceptional financial modeling skills and experience with business intelligence tools (e.g., Tableau, Power BI).
- Excellent communication and executive presentation skills, with the ability to distill complex data into actionable insights.
- Experience with NetSuite and Adaptive Insights
- Strong ability to foster effective working relationships and build consensus
- Experience utilizing AI to increase efficiency and effectiveness is strongly preferred
Benefits
- Remote-first philosophy
- Flexible paid time off
- Paid parental leave
- 11 Paid holidays per year
- Workplace flexibility
- Affordable health coverage (medical, dental, vision), paid 100% for employee only medical
- 401(k) employer contribution to help you plan for the future
- Company paid life insurance, STD, and LTD
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial performancefinancial modelingROI modelingdata analysiscost benchmarkingscenario analysisenterprise forecastingfinancial evaluationfinancial storytellingM&A transactions
Soft Skills
leadershipcommunicationcollaborationstrategic thinkinganalytical skillsproblem-solvingrelationship buildingpresentation skillsteam developmentcross-functional leadership