Head of FP&A
Location
Bethesda MD
Bethesda MD
Position Id
EB-1443555183
EB-1443555183
Job Type
Full-Time Regular
Full-Time Regular
Our client is a private equity-backed technology company in Bethesda, MD.
The Head of FP&A will be an integral member of the leadership, working closely with the CFO, CEO and Investors. This role is ideal for a finance professional who can build structure and deliver high-quality analysis in a fast-paced setting.
The Head of FP&A will be responsible for owning the budgeting, forecasting, and reporting processes while providing critical financial insights to the executive team. This position requires a strong operator who can balance both hands-on financial work and strategic analysis to help guide business decisions.
Key Responsibilities
- Lead budgeting, forecasting, and cash flow management during the interim period.
- Prepare monthly financial reporting packages with KPI and variance analysis.
- Develop financial models and dashboards to support revenue analysis.
- Partner with business leaders across sales, product, and operations to support decision-making.
- Assist in preparing board and investor reporting materials.
- Evaluate and implement process improvements and FP&A tools to improve scalability.
- Serve as a key point of contact for finance in a small, collaborative office environment.
Qualifications
- Bachelor’s degree in Finance, Accounting, or a related field; MBA/CPA/CFA is a plus.
- 15+ years of FP&A experience (tech/SaaS/Gov Con a+).
- Proven ability to step into an interim or contract role and quickly add value.
- Strong financial modeling, reporting, and Excel skills.
- Familiarity with SaaS/technology metrics and investor reporting.
- Comfortable working in a small team/startup-like environment with high visibility.