VP, Financial Planning & Strategy

Title: Vice President, Financial Planning & Analysis (FP&A)
Payroll Title: VP, Financial Planning & Analysis
Division & Department: Corporate
Status: Full-Time Exempt
Reports to: Chief Financial Officer (CFO)
Location: Remote – Anywhere in the contiguous United States
Compensation: Anticipated compensation for this position is $207-270k base salary plus targeted 40% STI

Job Summary
The Vice President of Financial Planning & Analysis (FP&A) will be a key member of the financial leadership team reporting to the CFO, responsible for leading all aspects of financial planning, forecasting, budgeting, and strategic analysis for both corporate and multiple business divisions. This individual will deliver forward-looking insights and actionable recommendations that drive the company’s strategic decisions, investments and long-term growth. The goal will be to establish FP&A as a center of analytical excellence to be shared with the functional leaders across the company.

This role is responsible for building and embedding a robust FP&A business partnering model that drives performance, accountability, and strategic decision-making in partnership with business leaders at all levels. Additionally, the VP will lead the identification, implementation, and continuous improvement of the company’s financial planning and reporting system/software that enhances forecasting accuracy, streamlines reporting and supports data driven decision making.

Essential Job Functions
Strategic Financial Leadership

• Partner with the CFO and executive team to shape the company’s strategic direction through data-driven insights
• Lead the development of long-range financial models and scenario planning across divisions
• Empower decision-making as a trusted advisor to the CEO, CFO, and Board on financial matters

Financial Reporting, Planning, Forecasting, and Budgeting

• Oversee the annual budget process and execute standardized planning systems for all divisions and corporate, ensuring alignment with strategic goals
• Drive monthly and quarterly forecasting processes, highlighting risks and opportunities across the enterprise
• Establish robust KPI tracking and monthly variance analysis to monitor performance at the business unit and consolidated levels. Develop a monthly and quarterly financial presentations for executives and the Board of Directors that review actuals vs budget/forecast, variance analysis and explanations, forecast changes month over month, and risks and opportunities.
• Provide metrics-driven leadership to the FP&A team and deliver operational insights to the executive leadership team.

System Implementation & Process Improvement

• Select and implement a modern financial planning system/software to improve efficiency, accuracy, and scalability
• Integrate the platform with ERP and other business systems to unify data across divisions
• Standardize and automate reporting and dashboard capabilities for real-time, company-wide insights

Business Partnership & Decision Support

• Establish and scale a business partnering model that delivers actionable insights, supports strategic initiatives, and enhances financial performance.
• Partner with divisional and corporate leaders to evaluate investments, product launches, pricing strategies, and operational initiatives
• Provide actionable analysis – ROI, postmortem, and ad hoc and subsequent recommendations that optimize profitability and resource allocation across business lines
• Lead financial due diligence for potential mergers, acquisitions, and strategic partnerships

Team Leadership and Quality

• Build, develop, and retain a high-performing FP&A team for each division and at the corporate level
• Ensure use of consistent methodologies, reporting standards, and performance metrics across the company
• Foster a culture of accountability, collaboration, and professional growth within the FP&A team, across the rest of the Finance organization and with the business

Key Competencies

• Strategic agility with the ability to translate vision into actionable financial plans.
• Executive presence and exceptional communication skills.
• Demonstrates a balance between strategic financial planning with strong internal customer/partner service delivery
• Ability to develop PowerPoint presentations and graphics to tell the financial story for management, the Board and Investors as necessary.
• Hands-on leadership style with the ability to manage details while keeping a strategic view.
• Change agent with the ability to drive process improvement and scalability across multiple entities.

Basic Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or related field.
• 10+ years of progressive finance experience, including 5+ years in a senior FP&A leadership role.

Preferred Skills & Experience

• Proven experience managing FP&A for a multi-division company, including corporate and business unit teams
• Track record of building and leading high-performing FP&A teams
• Experience implementing and deploying financial planning systems/software tools
• Strong understanding of GAAP, corporate finance principles, and financial modeling
• MBA or CFA designation

Benefits for this position include medical, dental, and vision insurance, HSA, employee stock purchasing plan, 401(k), PTO, holiday pay, and more. Please visit https://franklincoveybenefits.com/ for details.
*Actual offer may be outside of this range and will be determined by education, experience, knowledge, skills, and abilities, as well as geographic location, internal equity and alignment with market data.

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