Lead the company's FP&A strategy, planning, forecasting, budgeting, and long-range modeling processes.
Drive financial visibility, operating discipline, margin expansion, and disciplined resource allocation across functions and regions.
Partner cross-functionally to align financial plans with product strategy, go-to-market execution, customer success outcomes, and corporate priorities.
Deliver clear financial insight and accountability across business units, regions, customer segments, and investment areas.
Executive Reporting and Business Performance Management
Prepare and present financial analysis, forecasts, annual operating plans, and business reviews to executive leadership.
Develop and maintain KPI frameworks, dashboards, scorecards, and operating metrics that connect business drivers to financial results.
Analyze revenue, margin, EBITDA, expense trends, investment priorities, and business risks to support timely decision-making.
Provide proactive recommendations that challenge assumptions, identify risks and opportunities, and support measurable business outcomes.
SaaS and Enterprise Software Financial Leadership
Define, analyze, and improve key software and SaaS performance metrics, including ARR, recurring revenue, retention, renewal performance, gross margin, customer acquisition economics, and operating leverage.
Support pricing, packaging, renewal, retention, cloud transition, and customer profitability analysis in partnership with commercial and product leaders.
Improve revenue forecasting, pipeline visibility, renewal analytics, and subscription performance reporting to increase predictability.
Translate complex software business drivers into practical financial models and executive-ready recommendations.
Financial Operations, Systems, and Controls
Partner with Accounting, Controllership, Treasury, Tax, Sales Operations, and business teams to ensure financial information is accurate, timely, and decision-ready.
Strengthen reporting processes, data integrity, internal controls, and finance governance across the FP&A organization.
Lead improvements to finance systems, planning tools, automation, and reporting processes to support scale and efficiency.
Create consistent planning and reporting standards across global functions while supporting local business needs.
Strategic Decision Support
Support scenario planning, business case development, investment analysis, and resource allocation decisions for strategic initiatives.
Provide financial insight for transformation initiatives, operating model improvements, integration activities, and other enterprise priorities.
Help senior leaders understand financial tradeoffs and make decisions that improve growth, profitability, cash flow, and long-term value creation.
Leadership and Organizational Development
Build, mentor, and lead a high-performing FP&A organization capable of supporting a global enterprise software business.
Assess team structure, capabilities, processes, and operating cadence to support current and future business needs.
Foster a culture of accountability, analytical rigor, business partnership, continuous improvement, and inclusive leadership.
Serve as a trusted advisor to the CFO and executive team, providing data-driven insight and constructive challenge.
What you will likely bring:
Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required, or equivalent experience.
MBA, CPA, CFA, or other relevant advanced qualification preferred.
Experience in enterprise soft
Additional Information
The Vice President, Financial Planning & Analysis will serve as a strategic finance partner to the CFO, executive team, and business leaders, leading enterprise-wide planning, forecasting, performance management, and financial decision support for a global software company with operations across more than 30 countries.
This executive will lead the FP&A operating rhythm, improve financial visibility, strengthen forecasting accuracy, and translate business performance into clear actions that support profitable growth, operational efficiency, and disciplined investment decisions.
The ideal candidate is an accomplished FP&A leader with deep enterprise software, SaaS, or scaled technology experience, a strong record of partnering with senior executives, and demonstrated success building finance teams, systems, and processes that support complex global operations.
3 must haves for the candidate we hire:
1. Scaled enterprise software, SaaS, or technology FP&A leadership experience in a complex global business, ideally $1B+ in annual revenue or comparable operating complexity
2. Executive-level business partnership with a strong focus on revenue growth, EBITDA improvement, cost discipline, and operating accountability
3. Proven ability to build scalable FP&A processes, KPI frameworks, financial systems discipline, and high-performing teams
Epicorsoftware · Austin Las Cimas