Vice President, Financial Planning & Analysis

• Serve as a strategic thought partner to the CFO, CEO, and executive team on growth strategy, pricing, product investment, and capital allocation.
• Lead the long-range plan (3–5 years) and annual operating plan, connecting strategy to resource decisions.
• Build scenario and sensitivity analyses that inform major decisions, including market expansion, hiring pace, and new product lines.
• Partner with Sales, Product, Engineering, and Operations leaders to translate business drivers into financial outcomes.

• Design and stand up FP&A from the ground up: processes, calendar, operating cadence, and governance.
• Hire, lead, and develop a high-performing team of direct reports; define roles and a scalable org plan.
• Select and implement planning and BI tools (e.g., Adaptive, Pigment, Anaplan or similar) integrated with the ERP and CRM.
• Establish a single source of truth for KPIs, including ARR or recurring revenue, bookings, gross margin by product line, unit economics, etc.

• Own the financial projections underpinning the de-SPAC transaction, including the model used in investor presentations and proxy/registration statement materials.
• Support the CFO in diligence with the SPAC sponsor, PIPE investors, bankers, auditors, and legal counsel.
• Build public-company forecasting rigor: monthly and quarterly forecasts with variance analysis tight enough to support external guidance.
• Help establish investor relations processes: guidance framework, earnings preparation, consensus tracking and board/investor materials.
• Work with Accounting and Controllership to support SEC reporting, SOX readiness, and controls around forecasting and projections.

• Deliver monthly and quarterly business reviews, executive dashboards, and board reporting.
• Lead budget-vs-actual and forecast-vs-actual analysis with clear drivers and recommended actions.
• Own cash forecasting and runway planning 
• Drive cost discipline, including headcount planning, vendor spend, and operating leverage.

• 12+ years of progressive finance experience, with 5+ years leading FP&A teams.
• Track record of building or substantially scaling an FP&A function at a growth-stage company.
• Direct experience taking a company public (IPO, de-SPAC, or direct listing) or leading FP&A at a public company.
• Strategic mindset: comfortable shaping decisions, not only reporting on them, and able to push back with data.
• Expert financial modeling skills: three-statement, driver-based, and scenario models built to withstand investor and auditor scrutiny.
• Strong executive presence and communication skills; able to present clearly to boards, investors, and non-finance leaders.
• Proven people leader who can recruit, coach, and retain talent in a remote environment.
• AI-first culture: hands-on experience using AI tools (e.g., LLM assistants, AI-enabled planning and BI platforms) to automate reporting, improve forecasting and analysis with sound judgment on accuracy, data security and controls
• Bachelor’s degree in Finance, Accounting, Economics or a related field.
   

• Experience in robotics, industrial technology, hardware-plus-software or IoT businesses with mixed hardware, SaaS and services revenue.
• Familiarity with SEC reporting, SOX controls, and public-company guidance practices.
• Experience implementing planning platforms and ERP integrations.
• MBA and/or CPA or CFA.
• Background in investment banking, private equity, or corporate development.

Base salary range: $170,000-$280,000

Benefits: Medical, dental, and vision insurance; unlimited PTO; stock options; 3% 401(k) match, paid holidays, and parental leave. 

Application window: Applications accepted through the end of December 2026. This date will be updated if the window is extended.