Case Study

Learn how we help private equity-backed firms secure strategic FP&A leadership to drive growth and value creation.

VP of FP&A Private Equity-Backed Firm

A private equity-backed technology services firm with $250 million in annual revenue engaged us to recruit a Vice President of Financial Planning & Analysis (FP&A). Reporting to the CFO, the VP of FP&A would lead financial forecasting, budgeting, and strategic decision-making to support growth and provide insights to both the executive team and private equity investors.

Client Overview

The client, a PE-backed technology services firm, sought a VP of FP&A to build a robust FP&A function, drive financial strategy, and support operational and investment goals in a high-growth environment.

Financial Leadership

Building a robust FP&A function to drive financial strategy.

Operational Excellence

Supporting operational and investment goals in a high-growth environment.

Strategic Planning

01

Role Definition

Partnered with the CFO and private equity stakeholders to define priorities, focusing on financial modeling, business intelligence, and strategic planning.

02

Targeted Candidate Search

Identified candidates with experience in PE-backed companies, particularly in building and leading FP&A teams in high-growth environments.

03

Screening and Assessment

Evaluated technical expertise in forecasting, budgeting, and data visualization, along with candidates' ability to influence senior leadership and align with the company's fast-paced culture.

Key Challenges

Complex Financial Environment

Required strong analytical skills to navigate rapidly evolving industry dynamics.

Private Equity Standards

Needed a candidate experienced in sophisticated financial modeling and board-level reporting

Strategic Partner

Sought a leader who could influence key decisions and work closely with the CFO.

Cultural Fit

Required a results-oriented professional who could thrive in a fast-paced and collaborative environment.

Outcome

Placement

Hired a seasoned FP&A professional with 15+ years of experience, including roles at two PE-backed firms, with a proven track record in building FP&A functions.

Immediate Impact

  • Developed rolling forecast model for real-time decision-making
  • Created board-level reporting package meeting PE standards
  • Aligned financial goals with business unit leaders

Strategic Contributions

Cost Savings

$5M annual savings identified

Budgeting Accuracy

20% improvement achieved

M&A Support

Financial due diligence provided

Key Takeaways

This case demonstrates the critical role a VP of FP&A plays in private equity-backed firms. By aligning technical expertise, strategic vision, and cultural fit, the right leader can drive growth, enhance financial performance, and meet investor expectations.