SchoolMint

Financial Planning and Analysis

• Lead the annual operating plan, long-range planning, and rolling forecast processes.
• Collaborate with the CEO, Sales, Marketing and Customer Success to optimize go-to-market investment, sales capacity planning, quota setting, and pricing and packaging strategy.
• Translate strategic initiatives into measurable financial outcomes, KPIs, and clear accountability metrics.
• Manage the creation and delivery of monthly and quarterly reporting packages for executive leadership, private equity sponsors, and lenders.
• Provide variance analysis, cohort analysis, and performance insights that align with the strategic plan.
• Support board meetings, lender reporting requirements, and due diligence activities related to a potential exit.
• Oversee and refine key SaaS metrics such as ARR, NRR, GRR, CAC, LTV, churn rates, unit economics, and cohort analysis.
• Own revenue and pipeline analytics including bookings, pipeline coverage, conversion rates, and sales productivity.
• Work cross-functionally to improve go-to-market efficiency and customer retention.
• Develop and maintain KPI dashboards that promote operational discipline throughout the organization.
• Develop and maintain integrated 3 statement financial models.
• Own cash flow forecasting, liquidity planning, and covenant compliance modeling.
• Lead scenario planning exercises, sensitivity analysis, and capital allocation modeling.
• Oversee planning related to headcount, compensation, and organizational capacity.
• Lead the Accounting function, overseeing both in-house and outsourced teams across GL, revenue recognition, billing, AR, AP, payroll, and the close process.
• Ensure a timely and accurate monthly close in accordance with GAAP.
• Maintain strong internal controls, policies, and procedures to safeguard financial assets and ensure compliance.
• Manage relationships with external auditors, tax advisors, and third-party accounting partners.
• Support audits, tax filings, and due diligence for exit-readiness.
• Continuously improve finance and accounting processes to enhance speed, accuracy, consistency, and readiness for potential exits.

Vice President, Financial Planning & Analysis