What are the responsibilities and job description for the Vice President Financial Planning position at Atlas Search?
Position: Vice President, Financial Planning & Analysis
Industry: Financial Services
Reporting to: Chief Financial Officer
Position Overview
The VP of FP&A will lead the company’s budgeting, forecasting, and long-range planning processes while providing strategic financial insights to drive business performance. This individual will act as a key business partner across operations, revenue, and executive leadership teams.
Key Responsibilities
- Lead the annual budgeting process and quarterly reforecast cycles across multiple business units
- Develop and maintain 3–5 year strategic financial models
- Partner with department heads to drive accountability around performance metrics
- Prepare board-level reporting materials and executive presentations
- Oversee financial modeling related to new products, pricing, and strategic initiatives
- Drive KPI development, dashboard reporting, and variance analysis
- Evaluate cost structure and identify margin improvement opportunities
- Build and mentor a high-performing FP&A team
Ideal Background
- 8–12 years of progressive FP&A experience within financial services, asset management, fintech, banking, or specialty finance
- Strong ownership of budgeting and forecasting processes in complex organizations
- Advanced financial modeling and data analysis skills
- Experience preparing materials for board or investor presentations
- Proven ability to influence senior stakeholders
- Bachelor’s degree in Finance, Accounting, or related field (MBA or CPA a plus)
Salary : $165,000 - $200,000