Simplex Looking for VP / Head of FP&A – B2B Services at Dallas, TX Full Time

This is a 100% remote role but you must be OK with frequent travel to Dallas, TX potentially with week-long stays. For consideration, the CFO also travels and is on-site around 2 weeks out of the month.

Our client, a fast-growing, Private Equity-backed Technology Services (Warehousing / Distribution) company based in Dallas, TX is looking for a VP / Head of FP&A to support the company’s preparation for sale in the next 12-24 months. This will be base + bonus + an exit/transaction bonus. You will inherit a team of 1 so we are looking for someone who can be very hands-on while also pivoting to being strategic to the senior leadership team.

Responsibilities

• Lead P&L reporting and forecasting processes (monthly, quarterly, annual, and long-range plans) with a high degree of accuracy and transparency
• Own total booking, revenue, and billing forecasts and related analyses, providing visibility and helping to define key topline metrics in partnership with Sales Ops, Marketing, and the broader Executive team
• Build and enhance robust financial models through a strategic lens to highlight trends and assess current and future business risks and opportunities
• Monthly and Quarterly Board Reporting
• 13 Week Cashflow Forecasting
• Enhance and own various key metrics reporting to support business decisions and optimize resource allocation
• Field direct communications and calls from Board Members and be able to provide constructive feedback/insights to the PE firm.
• Prepare and present analyses, forecasts, and recommendations to senior management to support critical decisions for the company
• Drive results and effectively manage various cost inputs
• Drive process improvements and provide ad-hoc analyses to support the company’s rapid growth
• Foster collaboration across the org while managing a team

Qualifications

• 8-10 years in FP&A with emphasis on forecasting, financial analysis, and modeling
• Experience in the B2B Services Industry (Logistics / Distribution / Warehouse Services) is a plus!
• Must have experience with PE-backed portfolio companies.
• Background in banking, consulting, or due diligence/advisory earlier in your career is a plus
• Excellent PowerPoint / Presentation skills. Ability to build polished decks.
• Experience with building and maintaining 13-week cashflow models highly preferred
• Experience with monthly and quarterly board reporting
• Excellent communicator and someone that people enjoy working with.
• Ability to be both strategic and tactical
• Track record of influencing leadership decisions through clear communication of complex data analysis
• Experience thinking strategically about complex business problems, leading to recommendations and action plans
• Experience with Adaptive Insights / Adaptive Planning Software would be a plus.
• Experience building and growing a team
• Strong understanding of US GAAP

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