Vice President of Financial Planning & Analysis Greater Phoenix, AZ Area + 1 more

The Company is seeking a Vice President of Financial Planning & Analysis to lead enterprise financial strategy, performance analytics, and forecasting. Responsibilities include overseeing annual budgets, quarterly forecasts, long-range plans, scenario modeling, and executive financial reporting, while providing insights and recommendations to senior leadership and the Board. The role will guide financial performance, cost discipline, capital allocation, competitive analysis, and strategic investment evaluation, including M&A modeling and integration support. The VP will lead and develop the FP&A team, strengthen financial governance and forecast accuracy, improve planning systems and reporting, and partner across functions to align financial plans with operational priorities. Candidates should have at least 12 years of progressive finance experience, including five or more years leading FP&A teams or a comparable senior finance function. Required expertise includes budgeting, forecasting, financial modeling, strategic planning, unit economics, KPIs, and leading cross-functional initiatives in complex organizations. Strong executive presence, communication, team leadership, advanced Excel and financial modeling skills, and experience preparing executive presentations are essential. A bachelor’s degree in finance, accounting, business administration, economics, or a related field is required; a relevant master’s degree is preferred. Financial services experience, M&A expertise, planning-system familiarity, process automation experience, and an MBA or CFA/CPA credential are advantageous.

Hiring Company

Advisor Group