Interim VP, Financial Planning & Analysis – Washington DC Area (Hybrid)

Our client is seeking a highly skilled and motivated Vice President of Financial Planning & Analysis, to lead their FP&A team and drive key financial processes, including budgeting, forecasting, revenue analysis, and financial reporting. This role is critical to our organization’s financial health and success, providing insightful analysis to support strategic decision-making.

This is an interim, full-time position, with the possibility of converting to a permanent position.

Key Responsibilities:

• Team Leadership – Manage and mentor a team of two FP&A specialists, fostering a collaborative and high-performing environment.
• Budgeting & Forecasting – Lead the annual budgeting process and rolling forecasts, ensuring accuracy and alignment with organizational priorities.
• Long-Term Financial Planning – Develop and maintain long-range financial models and strategic plans, aligning financial goals with the company’s vision and market opportunities.
• Cash & Liquidity Management – Oversee the 13-week cash forecast to ensure optimal cash flow management, identify liquidity needs, and support strategic decision-making.
• Revenue & Gross Profit Modelling- Build and maintain detailed financial models to project revenue, gross profit, and other key metrics, incorporating business drivers and market dynamics.
• Sales Support – Partner with the sales team to provide revenue projections, deal pricing, and profitability analysis for new and existing business opportunities.
• Business Insurance Ownership – Own and responsible for corporate business insurances including vendor relationships, policy management and administration.
• System Ownership – Own and manage the Vena financial planning tool, ensuring it meets the needs of the business, supports FP&A processes, and drives efficiency in budgeting, forecasting, and reporting.
• Board Reporting – Prepare and deliver monthly financial reports to the board, including key performance indicators (KPIs) and strategic recommendations.
• Financial Analysis – Conduct ad hoc financial analyses, including customer profitability, variance analysis, scenario planning, and sensitivity modelling, to inform decision-making.
• Process Improvement – Identify opportunities to enhance and automate FP&A processes, tools, systems, and reporting for increased efficiency and effectiveness.
• Month-End Close Support – Collaborate with Accounting to ensure accurate and timely month-end close activities by providing variance analysis, accrual inputs, and supporting schedules.

Requirements:

• Bachelor’s degree in Finance, Accounting, or a related field.
• 10+ years of hands-on experience in budgeting, forecasting, and financial modelling.
• Advanced proficiency in Excel, including complex formulas, and financial modelling.
• Experience with P&L and cash flow modelling.
• Understand financial statements and metrics and translate them into operational goals
• Salesforce, Sage Intacct, Microsoft Power BI, and Vena Solutions experience is a plus
• Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner to senior stakeholders.
• Proven ability to work cross-functionally and influence decision-making in a dynamic environment.
• Strong problem-solving abilities with a strategic mindset and attention to detail.
• Ability to work in an extremely fast-paced environment with rapidly changing business priorities