Vice President of FP&A

Vice President of Financial Planning and Analysis

Location: New Orleans, Louisiana (strongly preferred) or Remote

Reports to: Chief Financial Officer

POSITION OVERVIEW

Copado is seeking a Head of Financial Planning and Analysis to lead and scale the company's global financial planning and analysis function. This individual will report directly to the Chief Financial Officer and serve as a key member of the finance leadership team.

This role will provide strategic financial leadership with a strong emphasis on go-to-market planning, revenue forecasting, sales productivity, and operational performance across the organization.

The Head of Financial Planning and Analysis will serve as the primary finance partner to the Chief Operating Officer and go-to-market leadership team, helping drive scalable growth, forecast accuracy, pipeline visibility, and commercial efficiency across sales, marketing, customer success, partnerships, and revenue operations.

This position requires a balance of strategic perspective and hands-on execution, with direct exposure to executive leadership and the Board of Directors.

COMPANY OVERVIEW

Copado is a leading DevOps platform for Salesforce and enterprise cloud environments, enabling organizations to automate and scale software delivery across platforms such as Salesforce, ServiceNow, and other enterprise systems.

The company serves more than 1,600 enterprise customers globally, generates meaningful recurring revenue, and operates profitably. Backed by private equity, Copado is focused on disciplined growth and long-term value creation, with an active focus on future liquidity opportunities.

KEY RESPONSIBILITIES

Financial Planning and Forecasting

• Lead company-wide financial planning processes, including budgeting, forecasting, and long-range planning
• Develop and maintain integrated financial models across segments, revenue, expenses, and cash flow
• Ensure consistency, accuracy, and alignment of forecasts across all business functions

Strategic Finance and Executive Partnership

• Report directly to the Chief Financial Officer, supporting company-wide financial strategy and execution
• Provide financial insights and recommendations to executive leadership to drive business value, support strategic initiatives, and business decisions
• Translate complex financial data into clear, actionable guidance for senior stakeholders

Go-to-Market Finance Leadership

• Serve as the primary finance business partner to go-to-market leadership, including Sales, Marketing, Customer Success, Partnerships, and Revenue Operations
• Lead forecasting and financial planning processes across bookings, ARR, pipeline, headcount, sales capacity, quota attainment, customer acquisition, and retention
• Develop and monitor SaaS go-to-market metrics including ARR growth, net revenue retention, CAC, LTV, sales efficiency, pipeline conversion, productivity, and payback periods
• Partner closely with revenue leadership to evaluate sales performance, territory design, compensation effectiveness, hiring plans, and operational scalability
• Build analytical frameworks to improve visibility into pipeline health, forecasting accuracy, and revenue predictability
• Support strategic decision-making related to pricing, packaging, investments, channel strategy, and overall commercial performance
• Drive alignment between financial plans, revenue targets, and operational execution across the go-to-market organization

Performance Measurement and Reporting

• Define and maintain key performance metrics aligned with a SaaS business model
• Develop reporting tools and dashboards to provide visibility into company performance
• Lead preparation of internal financial reporting and performance reviews

Board and Investor Support

• Support development of materials for Board of Directors meetings and investor communications
• Assist in communicating financial performance, forecasts, and key business drivers
• Ensure clarity and consistency in financial messaging

Financial Infrastructure and Readiness

• Establish processes and controls to support scalable financial operations
• Ensure data integrity and reporting consistency across systems
• Support preparation for potential strategic transactions and related diligence processes

Team Leadership and Development

• Lead and develop the financial planning and analysis team
• Establish best practices, tools, and processes to support organizational growth
• Foster a culture of accountability, collaboration, and continuous improvement

QUALIFICATIONS

Required

• Bachelor's degree in Finance, Accounting, Economics, or a related field
• Significant experience in financial planning and analysis, corporate finance, or investment banking
• Experience personally leading FP&A within a high-growth enterprise SaaS company with complex go-to-market operations and recurring revenue models
• Significant experience supporting go-to-market organizations within a high-growth B2B SaaS company
• Deep expertise in SaaS revenue forecasting, sales productivity analysis, ARR modeling, and commercial performance metrics
• Proven ability to partner directly with executive revenue leadership, including CROs and GTM executives
• Strong understanding of SaaS operating metrics including ARR, NRR, CAC, pipeline conversion, quota attainment, and sales efficiency
• Strong financial modeling and analytical capabilities
• Demonstrated ability to operate effectively within an executive leadership environment

Preferred

• MBA preferred; other advanced degrees welcome
• Experience in a large venture-backed or private equity-backed B2B SaaS organization
• Exposure to mergers and acquisitions or strategic transactions
• Experience building or scaling financial planning and analysis functions

LEADERSHIP CHARACTERISTICS

• Strong business acumen and strategic thinking
• High level of ownership and accountability
• Ability to operate effectively in a dynamic, fast-paced environment
• Willingness to challenge assumptions and provide objective, data-driven perspectives
• The ideal candidate brings a combination of strategic finance leadership and deep operational go-to-market FP&A expertise within enterprise SaaS environments

COMPENSATION AND BENEFITS

Copado offers a competitive compensation package, including base salary, performance-based incentives, and equity participation, along with a comprehensive benefits program.

EQUAL OPPORTUNITY STATEMENT

Copado is an equal opportunity employer and is committed to building a diverse and inclusive workplace.