VP, Financial Planning & Analysis

The VP of Financial Planning & Analysis at MERGE is responsible for a diverse range of functions including executive decision support, driving financial analyses, budgeting, and forecasting. Additionally, this role involves close collaboration with the CFO, business leaders, and various departments to enhance operational efficiency and drive growth strategies.

To qualify for the VP of Financial Planning & Analysis position at MERGE, you should have at least 10 years of FP&A experience, a Bachelor's degree in finance or accounting, and superior Excel skills. Relevant experience in marketing, technology services, or private equity-backed businesses is considered advantageous.

In the VP of Financial Planning & Analysis role at MERGE, you contribute to growth by providing strategic insights that inform resource planning and operational efficiency. Your analysis and recommendations will support key projects, budget preparation, and even mergers and acquisition efforts as the company looks to expand.

Success as the VP of Financial Planning & Analysis at MERGE requires excellent analytical skills, strong communication abilities, and proficiency with financial systems, particularly advanced Excel functions. Additionally, being able to adapt to changing priorities in a dynamic environment is key.

The salary range for the VP of Financial Planning & Analysis at MERGE is between $150,000 and $173,000, depending on individual experience, skills, and qualifications. MERGE is committed to providing fair compensation practices informed by transparency.

In a fast-paced setting like MERGE, I prioritize communication and collaboration, ensuring that I gather inputs from key stakeholders to create accurate forecasts. Utilizing advanced Excel skills, I model various scenarios and track performance against these plans to address potential variances early on.

I have led comprehensive budgeting processes, working closely with department heads to align financial goals with business objectives. This includes gathering input for revenue assumptions and identifying cost drivers, which I then consolidate into a complete budget proposal for executive review.

In my experience, key performance indicators (KPIs) such as revenue growth rate, operating margin, and return on investment are essential metrics. These help in assessing overall financial health and inform strategic decision-making, especially in a rapidly changing environment like MERGE.

I would support executive decision-making by providing in-depth financial analyses and synthesizing data into actionable insights. This involves interpreting results clearly and highlighting key assumptions to enable leaders to make informed choices.

In a previous role, I identified inefficiencies in the monthly close process. By implementing a more streamlined data consolidation method and cross-training team members, we reduced the close time significantly while maintaining accuracy, allowing us to deliver timely reports to leadership.

I manage multiple priorities by using effective project management tools and techniques, prioritizing tasks based on deadlines and strategic importance. Regular check-ins with team members and stakeholders also help keep everyone aligned and accountable.

I prefer using Power BI due to its powerful data visualization capabilities, along with Excel for complex financial modeling. These tools allow me to analyze large datasets efficiently and present insights in a digestible format for stakeholders.

Maintaining accuracy in financial reports involves careful validation of data sources, thorough reconciliation processes, and, when possible, the use of automated tools to reduce human error. I also conduct peer reviews and encourage feedback from team members to ensure precision.

To communicate effectively with cross-functional teams, I focus on clarity, providing relevant financial data insights that align with their objectives. Regular updates and collaborative meetings foster discussions and help clarify any financial impacts on their projects.

I stay updated on changes in GAAP standards by subscribing to industry newsletters, participating in professional forums, and attending relevant workshops. Continuous learning ensures that I apply the most current standards in financial reporting.