VP, Financial Planning & Analysis

Posted 6 Days Ago
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Hiring Remotely in Phoenix, AZ, USA
In-Office or Remote
Expert/Leader
Security • Software • Financial Services
Quavo is a leading provider of automated dispute management SaaS solutions for issuing financial institutions.
The Role
Lead end-to-end FP&A for a high-growth B2B SaaS company: own annual operating plan, rolling forecasts, LRP, and financial model. Partner with GTM and product leaders on analytics, prepare board and investor materials, build FP&A team, and architect scalable financial systems while driving automation and process improvements.
Summary Generated by Built In

Who we are:

Quavo is the industry leader in fraud and disputes management technology, offering the world’s only E2E cloud-based Disputes as a Service solution for issuing financial services organizations. Quavo is an organization of tenacious experts who are innovative and challenge complacency to continuously deliver cutting edge technology and AI. Our experts are passionate about delivering value in our solutions and empowering our client community to enhance and evolve industry standards in fraud and disputes management.



About the role:

We are seeking a strategic and execution-oriented VP of Financial Planning & Analysis to join our leadership team at a pivotal moment in our growth. As a high-growth B2B SaaS and data/AI company moving through the scale-up phase into enterprise, this role will serve as a critical partner to the CFO, CEO, and board — translating financial data into decisions that accelerate the business.

This is a hands-on, highly visible role that requires an operator mindset. You will own the FP&A function end-to-end: from the annual operating plan and rolling forecast to board materials and GTM analytics. The right candidate thrives in fast-moving environments, communicates with clarity at the executive level, and brings the SaaS financial fluency needed to help scale a company.

Responsibilities include:

Strategic Planning & Forecasting


  • Own the annual operating plan (AOP), rolling forecasts, and long-range plan (LRP) across all functions.
  • Build and maintain a financial model: ARR bridge, NRR, CAC/LTV, Rule of 40, and free cash flow.
  • Lead scenario planning and capital allocation analysis in partnership with the CFO.


Business Partnership & GTM Analytics

  • Serve as the embedded finance partner to Sales, Marketing, Product, and Engineering leadership.
  • Develop and own GTM analytics: pipeline coverage, quota attainment, CAC payback, and segment-level unit economics.
  • Lead monthly or quarterly department budget reviews with variance analysis, leading indicators, and actionable commentary.


Board & Investor Reporting


  • Lead preparation of board materials, investor decks and relations, and lender reporting packages.
  • Own the KPI dashboard and management reporting infrastructure; drive adoption across the leadership team.
  • Support equity events, M&A diligence, and credit facility compliance reporting as required.


Team & Systems


  • Build and lead a high-performing FP&A team as the company scales; currently a lean function with high expectations.
  • Architect the financial systems and data infrastructure to support a scalable business.
  • Drive automation and process improvement to shorten forecast and budgeting cycles.

 

Required Qualifications:

  • 10+ years of progressive FP&A experience, including at least 3 years in a VP or Director-level role at a B2B SaaS company.
  • Proven track record supporting a company through significant ARR growth (ideally $50M to $150M+ or comparable stage).
  • Deep fluency in the following metrics: ARR/MRR, churn, NRR, LTV:CAC, S&M efficiency, Rule of 40, and FCF margin.
  • Experience preparing board-level materials and presenting to investors, lenders, or executive leadership.
  • Exceptional financial modeling skills; able to build from scratch and stress-test assumptions independently.
  • Strong executive presence with the ability to distill complex data into clear, concise narratives.
  • Proficiency with modern financial tools; experience with Intuit Enterprise Suite, Salesforce, or similar platforms a plus.
  • Background in investment banking, private equity, or strategic finance a strong plus.
  • MBA or similar advanced degree or certification a plus but not required.



Skills Required

  • 10+ years of progressive FP&A experience
  • At least 3 years in a VP or Director-level role at a B2B SaaS company
  • Proven track record supporting a company through significant ARR growth (e.g., $50M to $150M+)
  • Deep fluency in SaaS metrics (ARR/MRR, churn, NRR, LTV:CAC, Rule of 40, FCF margin)
  • Experience preparing board-level materials and presenting to investors, lenders, or executive leadership
  • Exceptional financial modeling skills; able to build and stress-test models independently
  • Strong executive presence; ability to distill complex data into clear narratives
  • Proficiency with modern financial tools
  • Experience with Intuit Enterprise Suite
  • Experience with Salesforce
  • Background in investment banking, private equity, or strategic finance
  • MBA or similar advanced degree or certification
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The Company
HQ: Wilmington, DE
141 Employees
Year Founded: 2015

What We Do

Quavo is a leading technology partner and strategic advisor, helping financial institutions (FIs) build trust-driven customer relationships through faster, more transparent dispute resolutions. Our mission is to restore financial trust by simplifying fraud and disputes. Quavo's award-winning technology automates the entire dispute lifecycle, from intake to resolution. FIs can pair this end-to-end solution with our expert-led back-office investigation team in one turnkey managed service. Scalable for institutions of all sizes, Quavo’s solutions reduce losses, ensure compliance, and enhance customer loyalty.

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