An ideal candidate profile would be someone who lives in or is commutable to Toronto, Canada for a hybrid position, but we will consider anyone 100% remote role based anywhere in the United States (preferably East Coast or Midwest) or Canada.

Our client is a fast-growing, Private Equity-backed Network Infrastructure / Security Software company looking for a VP / Head of FP&A.;

The company:

They are exploring a sale (1.5B-2B range) and have been private equity-owned since 2022

Very sticky customer base (mid-90% gross retention)

Profitable with "mid-30s" EBITDA

Has acquired multiple companies over the last few years.

Interested in exploring the intersection of AI and FP&A; / Workflow Automation

You will come in as the company has just started exploring a sale and will be tasked with supporting the company through the due diligence and sale process. The company's business is complex, and there will be a very steep learning curve with limited time to get up to speed, so we are looking for someone who can come in and understand the nuances of working with on-prem revenue / ASC606 and how that impacts forecasting. There is a robust existing accounting support function that will work closely with the FP&A; function.

Responsibilities

Support the company through a successful due diligence and transaction over the next 18 months, interfacing with the PE Sponsor as well as the buyer.

Quickly gain a deep understanding of the business - Forecasting, Sales Cycles (9+ months), Revenue Recognition (ASC 606), Customer Expectations, Operational Complexities.





Leverage Pigment, lead P&L; reporting and forecasting processes (monthly, quarterly, annual, and long-range plans) with a high degree of accuracy and transparency

Build and maintain and present robust financial models and systems to support scenario planning, decision-making, and provide visibility into key metrics and relevant KPIs

Manage a team of ~9.

Qualifications

15+ years in FP&A; / Leadership within the tech space with an emphasis on forecasting, financial analysis, and modeling

Must have previous experience leading a successful transaction (or multiple transactions)

Familiarity with FP&A; within On-Prem Software (Subscription-Based Recurring Revenue) environments is preferred but at a minimum must have experience with SaaS / Recurring Revenue Models.

Experience applying AI Tools for process improvement and workflow automation. Experience automating manual processes is ideal.

Experience working at other equivalent Network Infrastructure / Security Software companies is ideal.

Experience in an equivalent scaled organization (500+ employees, 200M+ Revenue)

Experience working under other Private Equity Sponsors - M&A; / Transaction, Capital Raising background

Background in banking, consulting, or due diligence/advisory earlier in your career is a plus

Track record of influencing leadership decisions through clear communication of complex data analysis

Experience thinking strategically about complex business problems, leading to recommendations and action plans

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📌 VP, FP&A - SaaS / Subscription-Based Recurring Revenue (Ontario)
🏢 Simplex
📍 Ontario