Vice President, FP&A

Role Summary

Vice President of Financial Planning & Analysis reporting to the Chief Financial Officer. Lead company-wide financial planning processes, support business expansion planning and commercial planning, as well as cost management and additional business analysis. Responsible for managing budget and forecast processes, performance tracking, and understanding business complexities.

Responsibilities

• Lead and manage the FP&A function, including budgeting, forecasting, financial modeling, and ongoing analysis
• Provide regular reporting and analysis to executive leadership on financial performance, including key metrics, trends, and opportunities
• Partner with Investor Relations team on quarterly earnings
• Support business expansion analysis through M&A and commercial partnership opportunities, as well as organic business expansion
• Oversee the preparation of annual long-range planning and annual budgets, quarterly forecasts, and latest estimates (monthly)
• Foster and build relationships with functional leaders to ensure ownership and accountability for financial deliverables, as well as support investment and growth analysis
• Work with leaders of business groups to ensure forecasts and financial targets will be achieved and monitored monthly
• Review existing processes and procedures to develop recommendations to improve efficiency and increase automation, including implementation and integration of planning and accounting tools
• Owner of the company‚Äôs global (US + 10 additional markets) annual budget and quarterly forecasts
• Monitor and analyze financial performance, identifying trends, risks, and opportunities
• Be a key partner to Accounting and other cross-functional departments to guarantee seamless information and process flow between the various functions
• Collaborate closely with senior executives, department heads, and cross-functional teams to provide financial guidance and support decision-making. Act as a trusted advisor on financial matters, offering strategic insights and recommendations
• Promote continued improvement of FP&A processes via digitalization, automation, and value-added analysis
• Conduct ad-hoc financial analysis and modeling to support decision-making processes, investment evaluations, and scenario planning
• Oversee financial systems and processes, including ERP systems, financial planning software, and reporting tools. Identify opportunities for process improvements, automation, and efficiency gains
• Ensure compliance with internal controls and support audits
• Manage a high-performing FP&A team
• Office location ‚Äì Newport Beach. Hybrid schedule: Monday and Friday remote; Tuesday - Thursday onsite
• Other duties as assigned

Qualifications

• Bachelor‚Äôs degree in Finance, Accounting, or Business Administration
• 12+ years of experience in financial planning & analysis, forecasting, and budgeting, with at least 5+ years of experience leading high-performing teams
• Hands-on management experience with the ability to work with team members directly
• Experience in a publicly traded company with knowledge of investor relations and regulatory requirements
• Ability to manage multiple large-scale projects and reprioritize as needed
• Ability to thrive in a fast-paced environment and maintain executive presence
• Strong attention to detail with problem-solving, strategic, and analytical skills
• Excellent verbal and written communication skills
• Motivated to grow with the company and adapt to change
• Confidence presenting to executive leadership
• Ability to operate at both strategic and operational levels
• Mastery of advanced financial analysis techniques, including scenario modeling and sensitivity analysis
• Proficiency in data visualization, financial planning software, and ERP systems

Education

• Bachelor‚Äôs degree in Finance, Accounting, or Business Administration

Additional Requirements

• MBA preferred