VP of Finance & Business Development
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Overview
Job Description
About the Role:The Vice President of Finance and Business Development is responsible for all financial aspects of the company’s strategy, ensuring that financial operations, reporting, and strategy align with the overall business objectives. This role will focus on delivering value through strong financial management, operational efficiencies, capital allocation, and the execution of growth initiatives including retail marketing channel development and business development (M&A) oversight and execution.
Key Responsibilities:
Operational Finance & Budgeting
- Lead all FP&A activities including budgeting, forecasting, and long-range financial planning.
- Oversee daily financial operations across partner companies, driving standardization of reporting, controls, and processes.
- Own and drive the full annual budgeting process, including target setting, financial modeling, department collaboration, and executive presentation.
- Deliver clear, data-driven insights to guide executive decision-making and business strategy.
- Serve as a strategic partner to the Executive Leadership Team, providing financial analysis, scenario modeling, and KPI dashboards to monitor performance.
- Ensure compliance with GAAP and maintain timely, accurate financial reporting at monthly, quarterly, and annual levels.
- Develop and continuously improve financial models that enhance visibility into company performance and profitability.
- Partner with the Corporate Controller to manage month-end close, variance analysis, and financial consolidation.
- Optimize working capital and cash flow forecasting to ensure liquidity and support business growth.
- Identify trends and operational opportunities by analyzing key metrics, implementing corrective actions as needed.
- Leverage technology and financial systems to streamline reporting, improve data accuracy, and enable faster decision-making.
- Build, develop, and mentor a high-performing FP&A and finance team focused on accuracy, insight, and impact.
Business Development (M&A)
- Oversee all aspects of the company’s business development (M&A) activities including managing the inbound deal desk with the M&A team.
- Prepare investment memos, pitch decks, and strategic planning documents for executive leadership and board presentation on acquisition recommendations.
- Ensure proper diligence is completed leveraging both internal and external resources.
- See transactions through to close, working closely with the internal Growth and Strategy team to support post-acquisition integration and onboarding.
- Partner with cross-functional leaders to execute the integration playbook and ensure alignment with operational, financial, and cultural objectives.
Team Leadership & Development:
- Build, lead, and mentor a high-performing finance team, fostering a culture of accountability, continuous improvement, and operational excellence.
- Collaborate with cross-functional leaders (operations, marketing, HR) to align financial goals with broader business strategies.
Qualifications:
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- 10+ years of progressive experience in finance roles with experience in leadership roles.
- Proven track record of managing financial operations and driving financial performance in a similar industry.
- Experience managing a due diligence process for acquisition targets.
- Experience drafting investment memos and creating boardready materials on financial performance and M&A workstreams.
- Prior experience working closely with private equity sponsors and working with all levels of the organization.
- In-depth knowledge of financial regulations, accounting standards, and best practices.
- Proficiency in financial software and systems including financial modeling, accounting, and related platforms.
5 Big Things – What Success Looks Like:
- Financial Clarity & Insight: Budgets, forecasts, and performance dashboards are accurate, timely, and actionable, empowering leadership to make confident, data-driven decisions. A best-in-class FP&A framework drives accountability across all business units, with consistent reporting, variance analysis, and forecasting discipline in place.
- M&A Execution & Integration: Deals move from diligence to close efficiently, with seamless onboarding and integration that deliver measurable results.
- Operational Efficiency & Control: Finance systems, processes, and controls are standardized and reliable to enable smooth close cycles, cash optimization, and continuous performance improvement.
- Strategic Partnership & Growth Support: Finance is a trusted advisor to the business owning the annual budget process, guiding growth initiatives, and providing limited M&A and retail channel insight without disrupting core operations.
- High-Performing Finance Team: A capable, analytical, and collaborative finance team consistently delivers results, operates with urgency, and embodies our values.
Interpersonal Qualifications:
- Customer service focus and mindset, putting our employees and Partners first, with excellent ability to communicate and develop relationships.
- Exceptional problem-solving and conflict resolution abilities to improve things both big and small.
- Highly organized, ability to act quickly while still having attention to detail.
- Hold yourself to a higher standard and exhibit a high level of integrity.
Preferred Qualifications:
- A MBA or other related Master’s degree is preferred.
- Relevant certification (e.g., CPA, CFA) is preferred.
Automate your job search with Sonara.
Submit 10x as many applications with less effort than one manual application.
