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Talence Group | Executive & Leadership Search

Vice President, FP&A

Talence Group | Executive & Leadership Search

VP of FP&A leading enterprise financial planning for a luxury consumer brand, focusing on transformation and data modernization.

Posted 6/19/2026full-timeSt. Helena • California • 🇺🇸 United StatesLeadWebsite

Tech Stack

Tools & technologies
Tableau

About the role

Key responsibilities & impact
  • Lead the enterprise FP&A function, including the annual budget, quarterly and rolling forecasts, long-range planning, risks and opportunities tracking, and executive reporting cadence
  • Lead, coach, and strengthen the FP&A team, setting clear priorities, raising analytical standards, improving cadence and accountability, and building a more proactive business-partner mindset
  • Build and mature driver-based financial models that connect revenue, volume, mix, pricing, channel performance, inventory, COGS, OPEX, capital investment, cash flow, and operational constraints
  • Improve forecast discipline and reduce business surprises by building a more anticipatory planning process, clearer risk/opportunity tracking, and stronger insight into the drivers of performance
  • Develop clear, concise financial reporting and dashboards that help the CFO, CEO, executive leadership team, Board, and ownership group understand business performance and make informed decisions
  • Translate financial and operational complexity into practical recommendations that highlight key performance drivers, risks, opportunities, and trade-offs
  • Partner across Commercial Finance, Sales, Marketing, Operations, Supply Chain, Accounting, IT, and executive leadership to ensure financial plans reflect business strategy, operational realities, and portfolio priorities
  • Leverage and improve planning systems, reporting tools, data governance, and dashboard infrastructure to create a more reliable source of truth for enterprise decision-making
  • Identify and implement practical AI-enabled tools and advanced analytics to improve forecast accuracy, reporting efficiency, scenario modeling, and the finance function’s ability to support faster, more data-informed decisions
  • Build the insights, analytics, and executive-ready materials needed for internal monthly reviews, quarterly business reviews, Board discussions, and private equity value-creation priorities
  • Support strategic finance workstreams, including capital allocation, ROI analysis, pricing and margin insights, portfolio planning, M&A support, integration, and value-creation tracking

Requirements

What you’ll need
  • 10+ years of progressive finance experience
  • Demonstrated success operating as a hands-on builder or coach-player leader in a mid-market, transformation-oriented, or high-growth environment
  • Demonstrated ownership of enterprise planning processes, including annual budgeting, forecasting, long-range planning, management reporting, and executive-level financial analysis
  • Demonstrated ability to connect financial and operational metrics to business outcomes, translating channel, customer, distributor, and brand performance into specific, actionable growth and improvement opportunities
  • Experience building or improving driver-based planning models tied to business fundamentals such as volume, mix, pricing, channel, inventory, COGS, OPEX, working capital, and cash flow
  • Strong operational finance fluency in a physical-product business, ideally in beverage, food, agriculture, premium CPG, manufacturing, or another inventory-intensive consumer-products environment; wine experience is helpful, but not required
  • Experience improving planning systems, reporting processes, data quality, and dashboard infrastructure; familiarity with tools such as Anaplan, Adaptive, Planful, Power BI, Tableau, NAV/Dynamics, NetSuite, SAP, or similar platforms is preferred
  • Demonstrated curiosity and practical experience applying AI, machine learning, automation, or advanced analytics to strengthen forecasting, scale the finance function, and build a forward-looking, anticipatory planning capability over time
  • Strong executive presence with the ability to translate complex financial analysis into clear recommendations for senior leaders, board members, and ownership stakeholders
  • Genuine interest in the wine category, with the curiosity and humility to learn the craft, operating model, culture, and portfolio dynamics of the business
  • Proven ability to lead, coach, and elevate finance teams, including setting priorities, improving cadence, raising standards, and fostering a proactive business-partner approach
  • Experience in a transformation-oriented or high-growth environment is strongly preferred
  • Bachelor’s degree required; MBA, CPA, CFA, or other relevant advanced credential preferred.

Benefits

Comp & perks
  • Comprehensive Benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools
financial modelingbudgetingforecastingfinancial analysisdata governancescenario modelingcapital allocationROI analysisperformance metricsdriver-based planning
Soft Skills
leadershipcoachinganalytical thinkingcommunicationstrategic thinkingcollaborationproblem-solvingcuriosityexecutive presenceproactive mindset
Certifications
MBACPACFA