VP, FP&A SaaS Subscription-Based Recurring Revenue

This is a 100% remote role based anywhere in the United States.

Our client is a fast-growing Private Equity-backed Network Infrastructure / Security Software company looking for a VP / Head of FP&A.

The company:

• They are exploring a sale (1.5B-2B range) and have been private equity-owned since 2022
• 500 employees
• Very sticky customer base (mid-90% retention)
• Profitable with mid-30s EBITDA
• Has acquired multiple companies over the last few years.
• Interested in exploring the intersection of AI and FP&A / Workflow Automation

You will come in as the company has just started exploring a sale and will be tasked with supporting the company through the due diligence and sale process. The companys business is complex and there will be a very steep learning curve with limited time to get up to speed so we are looking for someone who can come in and understand the nuances of working with on-prem revenue / ASC606 and how that impacts forecasting. There is a strong existing accounting support function that will work closely with the FP&A function.

Responsibilities

• Support the company through a successful due diligence and transaction over the next 18 months interfacing with the PE Sponsor as well as the buyer.
• Quickly gain a deep understanding of the business - Forecasting Sales Cycles (9 months) Revenue Recognition (ASC 606) Customer Expectations Operational Complexities.
• Leverage Pigment lead P&L reporting and forecasting processes (monthly quarterly annual and long-range plans) with a high degree of accuracy and transparency
• Build and maintain and present robust financial models and systems to support scenario planning decision-making and provide visibility into key metrics and relevant KPIs
• Manage a team of 9.

Qualifications

• 15 years in FP&A / Leadership within the tech space with an emphasis on forecasting financial analysis and modeling
• Must have previous experience leading a successful transaction (or multiple transactions)
• Familiarity with FP&A within On-Prem Software (Subscription-Based Recurring Revenue) environments is preferred but at a minimum must have experience with SaaS / Recurring Revenue Models.
• Experience applying AI Tools for process improvement and workflow automation. Experience automating manual processes is ideal.
• Experience working at other equivalent Network Infrastructure / Security Software companies is ideal.
• Experience in an equivalent scaled organization (500 employees 200M Revenue)
• Experience working under other Private Equity Sponsors - M&A / Transaction Capital Raising background
• Background in banking consulting or due diligence/advisory earlier in your career is a plus
• Track record of influencing leadership decisions through clear communication of complex data analysis
• Experience thinking strategically about complex business problems leading to recommendations and action plans

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