Senior Vice President, Financial Planning & Analysis (FP&A)

The Opportunity

An established, employee-owned financial services organization is seeking a strategic and results-oriented Senior Vice President of Financial Planning & Analysis (FP&A) to provide financial leadership, strategic insight, and analytical support across the organization.

Reporting directly to the Chief Financial Officer (CFO), this individual will oversee financial planning, budgeting, forecasting, performance reporting, and financial analysis to support business objectives and informed decision-making. The SVP will play a key role in evaluating business performance, assessing investment opportunities, supporting strategic initiatives, and identifying opportunities to improve financial and operational results.

This leader will serve as a trusted financial partner to senior management and business leaders, translating complex financial information into actionable insights. The successful candidate will also lead and develop the FP&A team while driving continuous improvement across financial processes, reporting, and analysis.

Key Responsibilities

• Partner with business leaders to develop and execute short- and long-term financial plans aligned with organizational objectives.
• Lead the annual budgeting process, including coordinating inputs, analyzing financial assumptions, and preparing consolidated budget reports and executive-level summaries.
• Coordinate annual budget and strategic planning meetings with senior leadership.
• Collaborate across Finance and business functions to develop and maintain regular forecasts for profitability, operating performance, and cash flow.
• Oversee monthly budget-to-actual variance analysis, providing clear reporting and actionable insights into financial performance.
• Lead the preparation of financial presentations and reporting materials for the Board of Directors and shareholders.
• Direct the FP&A team in developing financial models and analyses related to profitability, business trends, financial performance, and strategic business plans.
• Deliver meaningful financial insights and recommendations to business leaders to support strategic and operational decision-making.
• Oversee the annual compensation planning process.
• Manage, mentor, and develop FP&A team members, establishing clear objectives and promoting a high-performing, collaborative team environment.
• Support the development and execution of Finance strategies, departmental priorities, and broader organizational initiatives.
• Lead or contribute to special projects, including financial modeling, strategic planning, business process optimization, mergers and acquisitions (M&A) analysis, and due diligence.
• Perform additional responsibilities and special projects as needed.

Qualifications & Experience

• Bachelor’s degree in Accounting, Finance, or a related field required; graduate-level education and CPA or CFA certification preferred.
• Minimum of 12 years of progressive experience in accounting, finance, financial planning and analysis, and financial reporting.
• At least 5 years of management experience, including responsibility for leading and overseeing an FP&A function.
• Strong ability to evaluate business performance at both a strategic and detailed operational level.
• Demonstrated track record of producing accurate, timely, and high-quality financial analysis and reporting for senior-level stakeholders.
• Solid understanding of U.S. Generally Accepted Accounting Principles (GAAP).
• Strong technical finance and accounting capabilities, with a proven ability to improve financial processes, systems, and reporting practices.
• Broad understanding of business operations and the financial considerations affecting a complex, multifaceted organization.
• Proven ability to lead, mentor, and develop high-performing teams in a dynamic and evolving environment.
• Experience developing financial methodologies, analytical frameworks, and evaluation criteria to support business initiatives, programs, and organizational performance.
• Demonstrated experience partnering with executive leadership and preparing Board-level financial analysis and presentations.
• Strong executive presence and communication skills, with the ability to influence senior stakeholders, provide strategic financial guidance, and communicate complex financial concepts clearly and effectively.

Pay: $175,000 to $225,000 per year

Benefits: medical, dental and vision coverage, an employer HSA contribution, flexible spending accounts, life insurance, company paid long-term disability, a 401(k) with match, pre-tax commuter accounts, student loan assistance, tuition reimbursement, vacation and flex time, parental and family leave, and back-up child and elder care.

We are an equal opportunity employer and value diversity at our company. We do not discriminate based on race, religion, color, ethnic origin, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

Talution Group, a member of the Objective Partners family of specialized talent solution providers, uses AI-assisted tools, including Alex by Apriora, to support our recruiting process. These tools may review application materials and analyze interview responses to provide insights about a candidate's experience and qualifications. AI output informs our recruiters; decisions about whether to advance or present a candidate are made by people. Learn more about our use of AI, including how to request an accommodation: https://www.talution.com/ai-in-our-hiring-process.

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