Vice President of Financial Planning and Analysis

Position Summary

The Vice President of Financial Planning and Analysis (FP&A) leads the company’s financial planning, forecasting, budgeting, and performance analysis functions. This executive plays a key role in supporting strategic decision-making, improving financial visibility, and aligning financial resources with the organization’s long-term business objectives.
Working closely with the CFO, CEO, and other senior executives, the VP of FP&A provides financial insights, evaluates business performance, identifies growth opportunities, and develops financial strategies that strengthen profitability, operational efficiency, and sustainable growth.
Key Responsibilities

Lead the development of annual budgets, long-range financial plans, rolling forecasts, and financial performance targets.
Oversee financial modeling, scenario analysis, and sensitivity analysis to support strategic business decisions.
Analyze revenue, expenses, profitability, cash flow, and key financial metrics to identify trends and improvement opportunities.
Partner with executive leadership and department heads to align financial plans with corporate objectives and resource requirements.
Develop and maintain financial dashboards, management reports, and performance indicators for executive leadership.
Provide insights into business performance, cost structures, profit margins, and financial risks.
Lead monthly, quarterly, and annual financial reviews, including variance analysis and performance assessments.
Evaluate business cases, strategic investments, expansion plans, and new initiatives to assess financial feasibility and expected returns.
Establish financial planning processes, reporting standards, and analytical frameworks to improve forecasting accuracy and accountability.
Collaborate with Accounting to ensure consistency between financial reporting, management reporting, budgets, and forecasts.
Identify opportunities to improve cost efficiency, optimize resource allocation, and enhance financial performance.
Support capital allocation decisions, investment evaluations, and long-term strategic planning.
Prepare financial presentations, executive briefings, and Board-level reporting materials.
Implement financial planning systems, analytical tools, and automation to improve reporting efficiency and data quality.
Monitor key business drivers and market developments that may affect financial performance.
Lead, mentor, and develop a high-performing FP&A team while promoting analytical excellence and cross-functional collaboration.
Qualifications

Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or a related field; an MBA or advanced degree is preferred.
15+ years of progressive experience in FP&A, corporate finance, financial analysis, or related disciplines.
7+ years of experience in financial leadership, team management, or strategic finance roles.
Strong expertise in budgeting, forecasting, financial modeling, variance analysis, and performance management.
Demonstrated ability to translate complex financial data into actionable business recommendations.
Experience partnering with C-suite executives and department leaders on financial and strategic decisions.
Advanced analytical, quantitative, problem-solving, and decision-making skills.
Excellent communication, presentation, and stakeholder management abilities.
Strong understanding of financial statements, profitability analysis, cost management, and business performance metrics.
Experience managing multiple priorities in a fast-paced, growth-oriented organization.
Preferred Qualifications

Certified Public Accountant ( CPA ), Chartered Financial Analyst ( CFA ), or Certified Management Accountant ( CMA ) credential.
Experience with financial planning and analysis platforms, ERP systems, and business intelligence tools.
Proficiency in Excel-based financial modeling and familiarity with tools such as Power BI, Tableau, Anaplan, or Adaptive Planning.
Experience in

financial services, fintech, investment management, technology, SaaS, or other data-driven industries .
Experience supporting fundraising, capital planning, mergers and acquisitions, international expansion, or business transformation initiatives.
MBA or other relevant advanced qualification is a plus.
Key Performance Areas

Budgeting and forecasting accuracy
Financial reporting and analytical quality
Revenue and profitability performance
Cost control and resource allocation
Financial planning process efficiency
Strategic decision support
Financial risk identification
Business performance visibility
Cross-functional financial partnership
FP&A team leadership and development
English, Chinese, Cantonese

Tagged as: Data Analysis, Excel, Financial Modeling, Forecasting, Power BI, Tableau