Vice President of Strategic Finance

About the Company: Private equity-backed retirement services leader with fiduciary investment solutions and advisor technology Industry Financial Services Type Privately Held, Private Equity-backed

About the Role: The Company is seeking a VP of Strategic Finance to lead FP&A and M&A diligence and integration, with a focus on driving financial strategy and value creation. The successful candidate will be responsible for leading the annual budgeting and quarterly forecasting processes, delivering insights on various financial aspects, and developing and tracking KPIs. This role also involves overseeing cash flow, working capital, and debt covenants, as well as serving as the primary finance liaison to the private equity sponsor. The VP of Strategic Finance will be expected to build and mentor a high-performing FP&A team, drive the adoption of AI and automation, and support M&A activities from modeling to post-close integration. Applicants for the VP of Strategic Finance position at the company should have a minimum of 10 years' experience in FP&A or financial analysis, with at least 5 years in a leadership role. Experience in a PE-backed company is preferred, particularly with a background in asset management or financial services. The ideal candidate will have advanced financial modeling skills, be proficient in EPM/planning tools, ERP, and Excel, and have hands-on experience with AI tools in financial analysis. A degree in finance, accounting, or business is required, with an MBA, CPA, or CFA being a plus. The role demands a strategic thinker who can partner with business leaders, is comfortable with large datasets and BI tools, and is adept at M&A activities. Functions Finance