Vice President, Strategic Financial Planning & Analysis

The Vice President, Strategic Financial Planning & Analysis (VP, Strategic FP&A) will be a key member of Nextiva’s finance leadership team, responsible for scaling a world-class finance function in a fast-growing, dynamic private company. This leader will drive financial rigor, deliver actionable insights, and enable strategic decision-making across the business.

This is a highly visible role requiring strong partnership with executive leadership, as well as cross-functional influence across Sales, Marketing, Product, and Operations.

The VP, Strategic FP&A will combine deep financial expertise with modern data, systems, and AI-driven capabilities to transform how financial insights are generated, operationalized, and embedded into decision-making across the company.

Role Overview:

The VP, Strategic FP&A is a strategic, innovative, and operationally strong finance executive with expertise in financial planning & analysis, decision support, financial systems, and transformation. This individual will lead the evolution of FP&A from a traditional reporting function into a predictive, data-driven, and AI-enabled strategic partner to the business.

This role requires strong process orientation, exceptional business partnership skills, and the ability to influence beyond finance.

Key Responsibilities:

Financial Planning, Forecasting & Analysis

• Lead company-wide financial forecasting, budgeting, and long-range planning processes
• Develop dynamic, driver-based financial models to predict revenue, expenses, and cash flow
• Continuously refine forecasts using real-time business performance data and scenario modeling
• Leverage advanced analytics and AI/ML techniques to improve forecast accuracy and speed

Strategic Decision Support

• Provide data-driven insights to support strategic initiatives including product investments, pricing, GTM strategy, and M&A
• Evaluate financial implications of business scenarios using advanced modeling and predictive analytics
• Partner with executive leadership to shape long-term strategic direction

AI-Enabled Finance Transformation

• Lead the adoption of AI and automation across FP&A processes, including:
• Predictive forecasting and anomaly detection
• Automated variance analysis and reporting
• Natural language generation (NLG) for financial narratives
• Partner with Data, Engineering, and RevOps teams to build scalable data models and finance data architecture
• Evaluate and implement modern FP&A tools (e.g., adaptive planning platforms, AI copilots, automated reporting systems)
• Establish governance, accuracy, and transparency standards for AI-driven financial insights

Performance Metrics & KPI Ownership

• Define, standardize, and evolve company-wide KPIs (e.g., MRR, CAC, LTV, churn, efficiency metrics)
• Build scalable dashboards and reporting frameworks that provide real-time visibility into business performance
• Identify key value drivers and translate data into actionable insights

Analytics & Decision Support

• Develop advanced analytics capabilities, including:
• Cohort analysis
• Unit economics modeling
• Customer and revenue segmentation
• Translate complex data into clear recommendations for business leaders
• Support investment prioritization across Product, Sales, and Marketing

Budgeting, Forecasting & Reporting Cadence

• Own the company’s financial planning cadence (annual plan, quarterly forecasts, monthly/weekly reporting)
• Prepare executive and Board-level materials with clear insights and recommendations
• Drive alignment across functions to produce an integrated company-wide plan
• Lead executive reviews of performance vs. plan

Cross-Functional Business Partnership

• Act as a strategic advisor to functional leaders across the organization
• Embed finance into operational decision-making across GTM, Product, and Customer Success
• Support financial evaluation of partnerships, pricing strategies, and expansion opportunities

Risk Management

• Identify and manage financial and operational risks
• Utilize scenario modeling and predictive analytics to anticipate risks and opportunities
• Monitor macroeconomic, market, and business-specific trends

Investor & Stakeholder Support

• Support CFO in investor communications, board interactions, and capital strategy
• Deliver clear, data-driven narratives on financial performance and outlook

Leadership & Team Development

• Build and lead a high-performing FP&A organization (7–10+ team members)
• Develop a modern finance team skilled in analytics, systems, and AI-enabled tools
• Foster a culture of accountability, collaboration, and continuous improvement
• Optimize organizational structure, leveraging automation to increase team impact
• Coach and develop talent, building strong bench strength

Experience & Qualifications:

• 15+ years of relevant experience, including leadership of corporate FP&A in a public or late-stage private growth company
• Strong preference for experience in SaaS, technology, or recurring revenue business models
• Demonstrated success driving financial transformation and process improvement
• Experience implementing or scaling financial systems and planning tools

AI & Data Competencies (Required):

• Experience leveraging advanced analytics, data platforms, or AI/ML in finance or business decision-making
• Strong understanding of:
• Data modeling and financial systems architecture
• Predictive forecasting and scenario modeling
• Business intelligence tools (e.g., Tableau, Power BI, Looker, or similar)
• Ability to partner effectively with Data/Engineering teams on data infrastructure
• Familiarity with emerging AI capabilities in finance (automation, copilots, NLP, anomaly detection)

Core Capabilities:

• Highly analytical and metrics-driven
• Strong executive communication and storytelling skills
• Comfortable operating in ambiguity and fast-paced environments
• Proven ability to influence without authority
• Hands-on leadership style with strategic mindset

Leadership Characteristics:

Drives Results

• Action-oriented with a focus on outcomes
• Challenges the status quo and drives change
• Simplifies complexity and executes with urgency

Critical Thinker

• Data-driven and hypothesis-oriented
• Anticipates risks and identifies opportunities early
• Balances analytical rigor with business judgment

Right Attitude

• Collaborative, resilient, and team-first mindset
• Operates with high integrity and accountability
• Leads with a service-oriented approach

Strategic Agility

• Connects financial insights to business strategy
• Navigates complexity and evolving priorities
• Drives long-term value creation

Champions Continuous Improvement

• Leads transformation initiatives
• Embraces technology, automation, and AI to scale impact
• Builds efficient, scalable processes

What Success Looks Like:

• FP&A evolves into a predictive, AI-enabled strategic function
• Leadership team relies on finance for real-time, actionable insights
• Planning processes become faster, more accurate, and more dynamic
• Clear linkage between financial metrics and operational performance
• A high-performing, forward-looking finance team that scales with the business

Nextiva DNA (Core Competencies)

Nextiva’s most successful team members share common traits and behaviors:

• Drives Results: Action-oriented problem solvers who quickly bring clarity and simplicity to ambiguity, challenge the status quo, and lead meaningful change; celebrating wins to fuel momentum. They act swiftly and pragmatically, learning and improving as they go.
• Critical Thinker: Data-driven, forward-thinking individuals who identify key drivers, anticipate risks, and deliver clear recommendations. They confidently leverage AI and automation to reduce friction, improve decision-making, and focus on higher-value work.
• Right Attitude: Collaborative, competitive, and resilient team players who jump in to solve tough problems, learn from setbacks, and foster a culture of service, respect, and care for customers and teammates.

Total Rewards 

Our Total Rewards offerings are designed to allow Nexties to take care of themselves and their families so they can be their best, in and out of the office. 

Our compensation packages are tailored to each role and candidate's qualifications. We consider a wide range of factors, including skills, experience, training, and certifications, when determining compensation. We aim to offer competitive salaries or wages that reflect the value you bring to our team. Depending on the position, compensation may include base salary and/or hourly wages, incentives, or bonuses. 

• Health 🍏 - Multiple health plan options to suit your needs, including medical, dental, vision, and telemedicine coverage 
• Insurance 💼 - Life, disability, and supplemental indemnity plans 
• Work-Life Balance ⚖️ - Flexible Time Off (FTO) for salaried employees, PTO for hourly employees, Paid Sick Time (PST), paid parental bonding leave, and paid holidays 
• Financial Security 💰 - 401(k) with company match, Health Savings Accounts with company contributions, Dependent Care FSA 
• Wellness 🤸‍ - Employee Assistance Program and comprehensive wellness initiatives 
• Growth 🌱 - Access to ongoing learning and development opportunities and career advancement 

At Nextiva, we're committed to supporting our employees' health, well-being, and professional growth. Join us and build a rewarding career!  

Nextiva is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Nextiva participates in the E-Verify Program where and as required by law. For additional information about E-Verify visit USCIS. 

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