Vice President, Strategic Financial Planning & Analysis

The Vice President, Strategic Financial Planning & Analysis (VP, Strategic FP&A) will be a key member of Nextiva’s finance leadership team, responsible for scaling a world-class finance function in a fast-growing, dynamic private company. This leader will drive financial rigor, deliver actionable insights, and enable strategic decision-making across the business.

This is a highly visible role requiring strong partnership with executive leadership, as well as cross-functional influence across Sales, Marketing, Product, and Operations.

The VP, Strategic FP&A will combine deep financial expertise with modern data, systems, and AI-driven capabilities to transform how financial insights are generated, operationalized, and embedded into decision-making across the company.

Role Overview:

The VP, Strategic FP&A is a strategic, innovative, and operationally strong finance executive with expertise in financial planning & analysis, decision support, financial systems, and transformation. This individual will lead the evolution of FP&A from a traditional reporting function into a predictive, data-driven, and AI-enabled strategic partner to the business.

This role requires strong process orientation, exceptional business partnership skills, and the ability to influence beyond finance.

Key Responsibilities:

Financial Planning, Forecasting & Analysis

• Lead company-wide financial forecasting, budgeting, and long-range planning processes
• Develop dynamic, driver-based financial models to predict revenue, expenses, and cash flow
• Continuously refine forecasts using real-time business performance data and scenario modeling
• Leverage advanced analytics and AI/ML techniques to improve forecast accuracy and speed

Strategic Decision Support

• Provide data-driven insights to support strategic initiatives including product investments, pricing, GTM strategy, and M&A
• Evaluate financial implications of business scenarios using advanced modeling and predictive analytics
• Partner with executive leadership to shape long-term strategic direction

AI-Enabled Finance Transformation

• Lead the adoption of AI and automation across FP&A processes, including:
• Predictive forecasting and anomaly detection
• Automated variance analysis and reporting
• Natural language generation (NLG) for financial narratives
• Partner with Data, Engineering, and RevOps teams to build scalable data models and finance data architecture
• Evaluate and implement modern FP&A tools (e.g., adaptive planning platforms, AI copilots, automated reporting systems)
• Establish governance, accuracy, and transparency standards for AI-driven financial insights

Performance Metrics & KPI Ownership

• Define, standardize, and evolve company-wide KPIs (e.g., MRR, CAC, LTV, churn, efficiency metrics)
• Build scalable dashboards and reporting frameworks that provide real-time visibility into business performance
• Identify key value drivers and translate data into actionable insights

Analytics & Decision Support

• Develop advanced analytics capabilities, including:
• Cohort analysis
• Unit economics modeling
• Customer and revenue segmentation