Semicolon Talent Logo

Semicolon Talent

Head of FP&A

Reposted One Month Ago
Remote
Hiring Remotely in United States
Expert/Leader
Remote
Hiring Remotely in United States
Expert/Leader
Leads FP&A strategy, budgeting, forecasting, long-range planning, financial modeling, capital allocation, M&A analysis, dashboards, and executive reporting. Partners with senior leaders, private equity stakeholders, and cross-functional teams on pricing, growth, product initiatives, and operational performance. Builds and mentors an FP&A team while improving processes, systems, and transparency, ensuring alignment with US GAAP and accounting standards.
The summary above was generated by AI
Position Overview

The Head of FP&A will oversee the financial planning and analysis function, leading budgeting, forecasting, long-range planning, and capital allocation decisions. This leader will partner cross-functionally to translate operational drivers into financial performance, drive organizational transparency, and support key strategic initiatives, including M&A and new product development.

Key Responsibilities
  • Lead the annual budgeting process and quarterly forecasting cycles, ensuring alignment with company goals and strategy.

  • Develop and maintain operational-driver-based three-statement financial models (P&L, balance sheet, cash flow).

  • Partner with the CFO, CEO, and C-suite leaders to provide financial insights that drive decision-making across the organization.

  • Provide financial analysis and business case modeling for M&A opportunities, capital investments, and new product initiatives.

  • Translate complex financial data into clear, compelling narratives and executive-level presentations.

  • Design and implement financial dashboards, KPIs, and visualization tools to monitor performance and drive accountability.

  • Drive continuous improvement of FP&A processes, tools, and systems (NetSuite SmartView, BI/data analytics platforms).

  • Build, lead, and mentor a high-performing FP&A team (1–10) that fosters collaboration, development, and accountability.

  • Serve as a thought partner to the Growth, Product, and Operations teams to evaluate pricing, GTM strategies, and customer metrics.

  • Collaborate with private equity stakeholders and support board-level reporting and presentations.

  • Ensure FP&A alignment with US GAAP principles and accounting standards when explaining models and forecasts.

Qualifications
  • Bachelor’s degree in Accounting, Finance, or related field required; MBA preferred.

  • 10+ years of progressive FP&A experience, with at least 5 years in a leadership role.

  • Proven success managing annual budget cycles, quarterly forecasts, and long-range plans.

  • Strong technical expertise in operational-driver-based 3-statement Excel modeling.

  • Solid understanding of accounting and US GAAP, with the ability to bridge financial models to accounting principles.

  • Experience with middle-market ERP and data extraction systems (NetSuite SmartView preferred).

  • Proficiency with BI, data analytics, and visualization tools.

  • Demonstrated success in partnering with C-suite and cross-functional leaders.

  • Experience in private equity-backed companies, with organizational transformation and process improvement.

  • Strong communication and storytelling skills, with the ability to simplify complexity into actionable insights.

  • Technology or service-focused business experience strongly preferred.

  • Familiarity with AI tools and applications in finance is a plus.

Similar Jobs

20 Days Ago
Remote
15 Locations
Senior level
Senior level
eCommerce • Logistics • Retail • Software
Owns enterprise FP&A, including annual operating plans, reforecasts, long-range planning, consolidation, and executive reporting. Builds planning frameworks, financial models, KPI definitions, scalable reporting systems, and standardized processes. Partners with executives and cross-functional leaders to align assumptions, enforce accountability, and translate financial insights into strategic decisions. This hands-on player-coach role manages one direct report and leads company-wide planning discipline.
One Month Ago
In-Office or Remote
Senior level
Senior level
Fintech • Financial Services
Lead financial planning, analysis, and reporting while partnering with executives and cross-functional teams. Build forecasts, financial models, scenario analyses, cash flow projections, and profitability analyses to support strategic decisions. Translate KPIs into financial targets, identify risks and opportunities, and prepare investor reports, fundraising materials, and board presentations.
Top Skills: ExcelGoogle SuiteTableau
2 Months Ago
Remote
United States
200K-298K Annually
Senior level
200K-298K Annually
Senior level
Cloud • Information Technology • Software
Lead Rescale's FP&A function end-to-end: build data-driven financial models, produce KPI dashboards and monthly/quarterly reports, perform variance analysis, support capital allocation and investor materials, partner with executives, and automate FP&A processes using AI tools.
Top Skills: Ai ToolsClaudeCloud ComputingExcelGoogle GeminiOpenai

What you need to know about the Chicago Tech Scene

With vibrant neighborhoods, great food and more affordable housing than either coast, Chicago might be the most liveable major tech hub. It is the birthplace of modern commodities and futures trading, a national hub for logistics and commerce, and home to the American Medical Association and the American Bar Association. This diverse blend of industry influences has helped Chicago emerge as a major player in verticals like fintech, biotechnology, legal tech, e-commerce and logistics technology. It’s also a major hiring center for tech companies on both coasts.

Key Facts About Chicago Tech

  • Number of Tech Workers: 245,800; 5.2% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: McDonald’s, John Deere, Boeing, Morningstar
  • Key Industries: Artificial intelligence, biotechnology, fintech, software, logistics technology
  • Funding Landscape: $2.5 billion in venture capital funding in 2024 (Pitchbook)
  • Notable Investors: Pritzker Group Venture Capital, Arch Venture Partners, MATH Venture Partners, Jump Capital, Hyde Park Venture Partners
  • Research Centers and Universities: Northwestern University, University of Chicago, University of Illinois Urbana-Champaign, Illinois Institute of Technology, Argonne National Laboratory, Fermi National Accelerator Laboratory

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account