Offer summary

Qualifications:

10+ years of progressive finance experience, with at least 5 years in a leadership role., Bachelor’s degree in Finance, Economics, Accounting, or another quantitative field., Mastery of financial modeling and forecasting best practices, including driver-based and scenario modeling., Exceptional communication skills, capable of presenting complex analyses clearly to both financial and non-financial stakeholders..

Key responsibilities:

Own the annual budgeting and monthly re-forecast processes, aligning with strategic goals.

Deliver monthly and quarterly FP&A presentations to the executive team and Board, highlighting key insights.

Mentor and manage a high-performing FP&A team, fostering a culture of continuous improvement.

Serve as a key financial liaison with Private Equity partners, ensuring timely and accurate reporting.

Job description

At Apptegy, we partner with school districts to simplify communication, elevate their brand, and empower every role within their organization. Our clients are passionate about education, and we're just as passionate about supporting them with high-performing and thoughtful people and products designed to make every school community a better communicator. Come grow with us!

Why You'll Love This Job

As the VP of FP&A, you will serve as a strategic leader and thought partner to the CFO and executive leadership team. You’ll lead a high-performing team focused on delivering proactive insights that drive critical decisions and ensure our financial strategy evolves as we scale the business. Rather than simply building models, you’ll help shape the decisions behind them, guiding resource allocation and long-term value creation in a fast-moving SaaS environment.

What You'll Do

Forecasting, Budgeting, and Analysis

Own the annual budgeting and monthly re-forecast processes, with a focus on alignment to strategic goals.

Develop multi-year financial models to project ARR growth, cash flow, churn, and key SaaS metrics.

Deliver monthly and quarterly FP&A presentations to the executive team and Board, highlighting key insights and areas of opportunity.

Team Leadership & Development

Mentor and manage a high-performing FP&A team; establish clear goals and rigor around analysis and presentation standards.

Foster a culture of continuous improvement and data-driven decision-making across the finance team.

Promote a collaborative, service-oriented approach that positions FP&A as a trusted partner to internal teams.

Cross-Functional Business Partnering

Develop deep working relationships with the CFO and senior leadership to guide decision making across key areas of investment and operational planning.

Collaborate with functional leaders to identify business trends and opportunities for growth.

Provide financial insights that enable functional leaders to execute with confidence and clarity.

Process & Systems Optimization

Drive adoption of next-generation financial tools, including AI-powered solutions.

Evaluate and enhance FP&A systems and workflows.

Standardize processes for month-end close, forecasts, and Board materials to improve cadence and accuracy.

Private Equity & Board Relations

Serve as a key financial liaison with our Private Equity partners, ensuring timely and accurate reporting, covenant compliance, and proactive communication.

Prepare and deliver clear, concise, and compelling financial presentations for Board of Directors meetings, investor updates, and PE sponsor reviews.

Support PE-driven initiatives, including potential M&A activities, due diligence, and value creation projects.

What We are Looking For

10+ years of progressive finance experience, with at least 5 years in a leadership role.

Bachelor’s degree in Finance, Economics, Accounting, or another quantitative field

Mastery of financial modeling and forecasting best practices, including driver-based and scenario modeling.

Proven track record of implementing or scaling FP&A systems and processes.

Familiarity with BI and analytics platforms (e.g., Tableau).

Exceptional communication skills, capable of presenting complex analyses clearly to both financial and non-financial stakeholders.

Hands-on leader with strong team-building, mentoring, and project management capabilities.

What Makes You Stand Out

Expertise in SaaS financial metrics: ARR, net and gross revenue retention, cohort analysis, sales productivity (CAC, payback period).

Experience in a PE-backed company or working closely with private equity investors.

MBA or Master’s in a relevant field.

We're not just offering a job; we're offering a launchpad for your career and a place where you can genuinely thrive. We believe your professional growth and well-being go hand-in-hand with our success. That's why we invest in our team with:

--Comprehensive medical, dental, vision, and life insurance coverage

--Retirement 401(k) with employer match

--Health Savings Accounts (HSA) and Flexible Spending Accounts (FSAs)

--Mental Health Reimbursement

--Unlimited paid time off including seasonal (December) company-wide time off

--Paid parental and medical leave

Required profile