Vice President, Financial Planning & Analysis

Job Description

Job Description

Basic Function

The VP, FP&A leads the financial planning, budgeting, forecasting, and analytical activities crucial to strategic decision-making and operational excellence. In close collaboration with executive leadership, this role provides insightful financial analysis, builds sophisticated financial models, and delivers clear, data-driven recommendations that propel business growth. The ideal candidate thrives in a dynamic SaaS environment, demonstrating exceptional analytical proficiency, strategic thinking, and the ability to proactively enhance financial performance and drive operational efficiencies.

Essential Functions and Responsibilities :

Operate as a senior leader in a growing SaaS company, collaborating across Product, Sales, Marketing, Services, and Development to deliver aligned financial forecasts. Manage a team of financial professionals to support the business’s analytics needs.

Create and manage sophisticated, dynamic financial models, including comprehensive 3-statement projections, to guide strategic planning and decision-making.

Oversees annual budgeting and monthly forecasting processes, delivering insightful variance analyses and strategic recommendations.

Develop accurate, impactful financial presentations for the Board of Directors and investors, aligned with corporate strategies.

Produce detailed monthly financial performance reports and trend analyses, identifying and implementing opportunities for process improvements and automation.

Evaluate and recommend reporting and data analysis that would provide additional transparency for decision making.

Execute special projects and respond to ad-hoc financial inquiries, including cash flow forecasts, profitability assessments, and operational performance evaluations.

Utilize data analytics, financial modeling, and strategic metrics to translate business challenges into actionable financial insights and solutions.

Proactively identify and drive opportunities for FP&A system enhancements, process automation, and operational efficiency.

Perform other duties as assigned

Supervisory Responsibility :

Set clear expectations, offer direction, and ensure alignment with organizational goals while fostering a supportive environment that encourages collaboration, accountability, and growth.

Coach, mentor, and provide training opportunities to build team members’ skills, promote internal growth, and prepare staff for future roles and responsibilities.

Manage hiring, onboarding, performance evaluations, promotions, compensation, and terminations, ensuring fair and consistent application of policies and procedures.

Assess team performance regularly, address gaps, and ensure duties are completed efficiently and effectively in alignment with department and organizational objectives.

Position Specifications

Education :

Bachelor’s degree in Finance, Accounting, Economics, or related field required; CPA and MBA preferred.

Experience :

15 years of progressive FP&A experience required with at least 5 years in a managerial capacity.

Demonstrated expertise in financial modeling, forecasting, and data-driven analytics within a SaaS or technology environment preferred.

Experience working with start-ups and venture backed companies. Experience raising venture capital.

Experience working across the C-Suite, in the board room and with investors.

Knowledge, Skills, & Abilities :

Expert-level Excel and Google Sheets  proficiency for creating robust, dynamic financial models.

Strong communication skills with the ability to distill complex financial data into actionable business insights.

Proven ability to build strong cross-functional relationships and collaborate effectively with senior leadership.

Strategic thinker and solution oriented with a roll-up your sleeves mentality.

Familiarity with financial analytics and visualization tools (e.g., Tableau, Power BI, Looker) preferred.

SaaS or FinTech industry experience is beneficial.

Travel :

Minimal, generally 12 days or less per year, ~2X team get togethers a year

LIFE AT LUMIN DIGITAL

Lumin Digital is a trailblazer in digital banking solutions, driven by a unique approach to technology, service, and people. We empower credit unions and banks by creating cutting-edge digital experiences that continuously serve, engage, and grow their membership base. Lumin is 100% cloud-native, purpose-built to unlock the full advantages of the cloud for financial institutions and their users.

At Lumin, we thrive on curiosity and innovation. Our culture fosters trust - in our expertise and decisions, respect - for diverse perspectives and talents, and boldness - in pursuing innovative paths. These values guide us, shaping a workplace where collaboration thrives, ideas flourish, and new possibilities are discovered. Focused on continuous improvement and innovation, we encourage our team to explore, experiment, and put new ideas into action, challenging the usual way of doing things.

All qualified applicants, including those with arrest or conviction records, will be considered for employment. Any conditional offer will include a notice regarding the review of the candidate’s criminal history as part of the hiring process.

For more information, visitlumindigital.com.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.