Vice President, Financial Planning & Analysis (FP&A)

Job Title: Vice President, Financial Planning & Analysis (FP&A)

Location: Florham Park, NJ (Remote Option)

Reports To: Chief Financial Officer (CFO)

Salary Range : $155,000 - $205,000 annual salary

Position Overview

The Vice President of Financial Planning & Analysis (FP&A) will be a strategic finance leader responsible for driving the companys budgeting, forecasting, financial modeling, and long-term planning processes. This role partners closely with the CFO, executive leadership, and Operations teams to deliver clear, actionable insights that inform decision-making and maximize value creation.

The ideal candidate will bring a strong track record of building and leading FP&A functions in high-growth or private equity-backed environments, along with the ability to balance strategic thinking with hands-on execution. Prior experience in the retirement plan third-party administration (TPA) industry is a plus but not required.

Key Responsibilities

• Lead all FP&A activities: budgeting, forecasting, variance analysis, and scenario planning.
• Partner with the CFO and executive leadership to set and execute short- and long-term financial strategies.
• Build and maintain financial models to evaluate business performance and growth opportunities.
• Analyze KPIs, operational metrics, and market trends to guide decisions.
• Prepare and present reports for the Board, private equity sponsors, and key stakeholders.
• Manage the annual budget process and maintain rolling forecasts.
• Implement and optimize FP&A systems and tools for better reporting and analysis.
• Support M&A activity from due diligence to integration and performance tracking.
• Lead, mentor, and develop a high-performing FP&A team.
  
  
  

Qualifications

• Bachelors degree in Finance, Accounting, Economics, or related field (MBA, CPA, or CFA strongly preferred).
• 10+ years in FP&A, corporate finance, or related roles, with 5+ years in leadership.
• Proven track record in private equity-backed environments, including sponsor and board engagement.
• Experience in retirement plan TPA or broader financial services preferred.
• Advanced financial modeling and analysis skills.
• History of driving operational and financial improvements.
• Expertise with FP&A and ERP systems (NetSuite a plus).
• Exceptional communication and presentation skills.
• Strong leadership presence with the ability to influence across teams.
  
  
  

Benefits:

• Excellent Compensation
• 401(k), Employer Contributions
• Health insurance
• Dental insurance
• Life insurance
  
  
  

Job Type:

Full-time, Hybrid, Remote