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’s 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 – Newport Beach. Hybrid schedule: Monday and Friday remote; Tuesday - Thursday onsite
• Other duties as assigned

Qualifications

• Bachelor’s 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
• Demonstrated ability to roll up sleeves and work with team members in a hands-on management capacity
• Experience in a publicly traded company, with knowledge of investor relations and regulatory requirements
• Proven ability to effectively manage multiple, large-scale projects and dynamically shift focus and reprioritize when needed
• Ability to thrive in a fast-paced environment and maintain executive presence while managing shifting timelines and priorities
• Excellent attention to detail with demonstrated problem-solving, strategic, and analytical skills
• Excellent verbal and written communication skills, customer service oriented
• Highly motivated to grow with the Company and ability to adapt to change
• Confidence when presenting to executive leadership
• Able to work at a strategic and operational level, seamlessly switching between the two depending on business needs
• Mastery of advanced financial analysis techniques, including scenario modeling and sensitivity analysis
• Developing sophisticated financial models to support strategic decision-making and long-term planning
• Leveraging advanced analytics tools and technologies to analyze large datasets and derive actionable insights. Proficiency in data visualization tools, financial planning software, and ERP systems to support decision-making and reporting

Education

• MBA preferred