Director of Financial Planning and Analysis

Vantaca’s vision is big. We are the leading community management performance software that enables owners and operators, community management teams, and boards and associations to improve business performance. More than just accounting and management software, it is business operating software that helps increase revenue, efficiency, flexibility, and control. A modern cloud architecture with a single-platform design that adapts to 100% of business processes, has proactive reporting, and can integrate with the software and banking partners of choice. Vantaca is focused exclusively on community management and is the trusted and proven technology leader in the community association management industry.

 

We are a winning team that believes in working together to make big ideas happen. We are a collaborative and visionary group that holds ourselves accountable for our results. Our ability to be nurturing and agile allows us to adapt to change and support each other through any challenges that come our way. We are customer-centric, meaning that we put our customers' needs and preferences at the heart of our work. We are authentic game changers that are building something cool and people like it here.

 

Overview

As the Director of Financial Planning and Analysis (FP&A), you will play a pivotal role in shaping and implementing the organization's financial strategy. Your responsibilities encompass leading the annual budgeting process, conducting regular forecasting updates, and providing insightful guidance through scenario modeling and long-term financial planning. This person will report to our CFO.

 

Beyond overseeing budgetary and forecasting functions, you will monitor and analyze the company's financial performance, developing and maintaining comprehensive reports and dashboards to track key metrics. Building strategic partnerships with various departments, you will serve as a trusted finance advisor, evaluating investment opportunities, including mergers and acquisitions, partnerships, and new market entries.

Your collaborative leadership will extend to active engagement with the executive team, working closely with the Chief Financial Officer to seamlessly integrate FP&A strategies into the broader organizational framework. Additionally, you will serve as a key liaison between the FP&A function and the Board of Directors, delivering clear financial reports to facilitate the Board's understanding and contributing to the development of long-term financial plans aligned with the organization's vision.

 

Ideal Locations for this individual to be located:Wilmington, Charleston SC, Washington DC, Raleigh, and Charlotte.

 

 

Personal Characteristics

 

• Always Growing:Embraces change and is open to challenging assumptions, always seeking ways to enhance their knowledge and the product. Committed to absorbing new information rapidly, fueling personal and organizational growth.
• Win as a Team:Builds trust and promotes collaboration by ensuring clear and consistent communication across all departments. Actively engaged in day-to-day operations, working hand-in-hand with team members, valuing their input and celebrating collective wins.
• Accountability Starts with Me: Recognizes inefficiencies and takes personal initiative to address issues and solve problems.
• Unwavering Commitment to Customer Experience:Regularly interfaces with customers, taking personal responsibility to understand their needs, address concerns, and enhance their experience through improved Vantaca processes.

 

Responsibilities

 

• Strategic Financial Planning: Develop and execute the company's financial strategy, aligning it with the overall business objectives.
• Conduct scenario modeling and long-term financial planning to guide the leadership in decision making.
• Budgeting and Forecasting: Lead the annual budgeting process and regular forecasting updates. Ensure accuracy and provide insightful analysis to identify key variances and underlying business drivers.
• Financial Analysis and Reporting: Provide comprehensive financial analysis on the company's performance.
• Develop and maintain regular financial reports and dashboards to track key metrics and performance indicators.
• Business Partnership: Act as a finance partner to various departments, providing financial insights and guidance to support strategic initiatives and operational efficiency.
• Investment Analysis: Evaluate potential investments and strategic opportunities, including mergers and acquisitions, partnerships, and new market entries.
• Executive Collaboration: Foster strong collaboration with the executive leadership team, actively engaging in strategic discussions and providing financial insights to support decision-making. Work closely with the Chief Financial Officer (CFO) and other executives to align financial planning and analysis (FP&A) strategies with overall business objectives, ensuring financial goals are integrated into the broader organizational strategy.
• Board of Directors Interaction: Serve as a key liaison between the FP&A function and the Board of Directors, delivering comprehensive financial reports, forecasts, and analyses. Present complex financial information in a clear and concise manner, facilitating the Board's understanding of financial performance, risks, and opportunities. Collaborate with the Board to address inquiries, provide financial perspectives on strategic initiatives, and contribute to the development of long-term financial plans that align with the organization's vision and mission.

 

 

Qualifications

 

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field. An MBA or CPA is highly desirable.
• Minimum of 7 years of experience in financial planning and analysis, with at least 3 years in a leadership role.
• Strong experience in the SaaS or payments processing industry.
• Expertise in financial modeling, analysis, and data-driven decision making.
• Proficiency in financial software and advanced Excel skills.
• Strong leadership and team management skills.
• Excellent communication and presentation skills, with the ability to articulate financial concepts to non-finance stakeholders.

 

Why You Should Join Our Team

 

• Named an Inc 5000 list of America’s Fastest Growing Private Companies (2021, 2022, 2023).
• Named an Inc 5000 Vet 100 Private company multiple years in a row.
• 2021 Winner of Coastal Entrepreneur Award.
• Our eNPS is +37! (great).
• Benefits: Medical, Dental, and Vision kick in day one.
• 401K with Company Match.
• Remote Flexible – Be in office when needed.
• Unlimited PTO (Required to take minimum time per year).

 

Our Location:

Although we do business around the US, we call North Carolina home. NC was ranked the #1 state for business in 2022 and 2023 by CNBC and we believe it! The state, and in particular the Wilmington area, is a great place to live and do work. Wilmington, where Vantaca is headquartered, really has something for everyone. Historic Downtown Wilmington runs along the Cape Fear River and offers dozens of shops, restaurants, and live entertainment opportunities. If you want to spend some time outdoors, get some sun or go surfing or fishing, you can pick a spot along one of our beautiful beaches. Wilmington was also just ranked #1 NC city for foodies by Yelp! All throughout the city and surrounding areas, you'll find great shopping, eateries, local breweries and much more. Whether you're looking for country, city or beach life - you can find it in Wilmington.