SchoolMint

Vice President, Financial Planning & Analysis

SchoolMint

full-time

Posted on:

Location Type: Remote

Location: United States

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Job Level

Lead

About the role

  • 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.

Requirements

  • At least 10 years of progressive finance experience, including senior leadership responsibilities.
  • Experience in private equity-backed and/or high-growth SaaS companies.
  • Exceptional analytical, financial modeling, and communication skills
  • Excellent understanding of SaaS business models and revenue recognition principles.
  • Proven experience leading both FP&A and Accounting teams.
  • Strong knowledge of GAAP and financial controls.
  • MBA strongly preferred.
  • Experience supporting private equity sponsors, board and lender reporting, and exit preparation activities.
Benefits
  • Comprehensive Health Benefits: Medical, Dental, Vision, Employee Paid Life Insurance, and Disability Insurance.
  • Generous PTO: Paid Time Off, Sick Days, Birthday Floating Holiday, Wellness Floating Holidays, Volunteer Day, and Winter Recess.
  • 401(K): Including employer contribution after a 90-day waiting period.
  • Inclusive Culture: Work in a no-jerks-allowed environment where teamwork and creativity are central to our success.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
financial modelingvariance analysiscohort analysiscash flow forecastingliquidity planningcapital allocation modelingKPI dashboard developmentSaaS metricsGAAP compliancerevenue recognition
Soft Skills
analytical skillscommunication skillsleadershipcross-functional collaborationorganizational capacity planningoperational disciplinestrategic planningperformance insightsrelationship managementprocess improvement
Certifications
MBA