VP, Financial Planning & Analysis

United States·New Yorkmid

OtherFinancial Planning & Analysis

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Quick Summary

Key Responsibilities

Provide support to the Finance and Exec teams with respect to data and trends. Build and own forecasting models of all aspects of the P&L, Balance Sheet and Cash Flows.

Requirements Summary

Bachelor’s degree in business, accounting, or quantitative field required Minimum 15 years of post-undergraduate professional experience demonstrating increasing responsibility, scope,

Technical Tools

OtherFinancial Planning & Analysis

At Madison Logic, we turn buyer uncertainty into confident action. Using data-driven insights and strategic expertise, we help marketers align every decision-maker, in every buying group, at every stage of the journey. We meet buyers wherever they are, navigating today’s non-linear decision paths to keep marketers ahead. By combining data-rich strategy with multi-channel activation, we show B2B marketers and their agency partners not just what works, but why it works, so growth is accelerated with clarity and purpose.

“When ambitious marketers connect with their most elusive buyers to achieve ambitious growth targets, something extraordinary happens.”

“It’s not magic. It’s not just logic. It’s Madison Logic.”

Here’s why you’ll love working here:

Access to competitive compensation & benefits that reward your contributions.
Participation in employee recognition programs to celebrate achievements big and small.
Exposure to professional development & learning initiatives to help you build your own path.
Foundation built on values anchored in Accountability, Team, Urgency, Respect, Integrity, and Innovation.
Opportunities for global exposure work alongside talented colleagues across India, Singapore, the UK, and the US, expanding your perspective and network.
Invitations to yearly team offsites to connect, collaborate, and strengthen relationships in person.
Leverage a lifestyle spending account benefit so you can choose your own wellness and work-from-home perks.
- Benefits and perks vary based on employment status, location, and eligibility.

Our commitment to you:

Our aspiration: A culture where every person feels confident navigating their unique path and inspired to grow every step of the way.
Our support: Meeting you where you are, empowering your growth with clarity, support, and purpose.
Our promise: Your growth is yours to lead, but never a journey you take alone.

Responsibilities

~2 min read

→Provide support to the Finance and Exec teams with respect to data and trends.
→Build and own forecasting models of all aspects of the P&L, Balance Sheet and Cash Flows.
→Partner with CFO and exec team to shape long-term financial strategy and capital allocation plans.
→Build financial models on scenario analysis, investment decisions, and operational efficiency.
→Lead prep of board/investor presentations, quarterly lender reporting and covenant compliance.
→Own strategic planning, direction, and goal setting for the organization.
→Own the annual budget & long-range financial models with CFO.
→Monitor and manage financial performance and forecasts against debt covenants.
→Support lender and investor relations with accurate, consistent reporting and projections.
→Partner with the CFO on refinancing strategies, interest coverage, and cash flow optimization.
→Assist in financial systems and process optimization, capturing efficiencies by simplifying data structure, streamlining workflows, and modernizing reporting.
→Provide financial modeling, financial analysis, and valuation support for ad-hoc projects.
→Partner with CFO and Head of RevOps and systematize and build weekly & monthly Revenue forecasting packages and dashboards that provide timely and reliable financial and operational information for internal management and identifying risks and opportunities.
→Prepare weekly revenue metrics, contracted and pipeline revenue analysis and weekly presentations to business leaders.
→Partner with CFO and Controller to continuously refine projections and analyze variances of operating entities, ensuring key analytic accuracy across all departments and functions.
→Prepare quarterly Board of Directors presentations in conjunction with Executive Team.
→Partner with Sales Leadership to create and track revenue goals and benchmarks.
→Assess ongoing FP&A processes and tools for continuous improvement and automation.
→Partner with Marketing, Technology, Product and Operations’ leaders, as required, to assist in business case development, financial modeling and financial analysis for product introductions, product enhancements and marketing programs.
→Support potential M&A, including due diligence, modeling, and integration of acquisition targets.
→Prepare financial models and market models in support of the long-term Strategic Plan.
→Own the deal desk function, providing pricing and margin guidance across new business and renewal contracts.
→Collaborate with Sales, Legal, and Operations to structure complex deals.
→Serve as a strategic advisor on contract terms, financial risk, and negotiation tactics.
→Standardize processes for deal review, approvals, and escalation pathways.
→Ensure that pricing structures and terms are aligned with profitability and strategic goals.
→Mentor and/or manage junior Finance team members to improve financial analysis and presentation skills.

Requirements

~1 min read

Bachelor’s degree in business, accounting, or quantitative field required
Minimum 15 years of post-undergraduate professional experience demonstrating increasing responsibility, scope, and leadership in Financial Planning & Analysis
10+ years’ experience with BI Tools & data modeling with experience in creating and maintaining conceptual, efficient, logical financial models
Experience with account Sage/Intact ERP software preferable
Exceptional communicator with ability to present concepts, recommendations, and analyses to colleagues in a clear, concise, and actionable manner
Practical knowledge of accounting and reporting principles, including 3-statement financials
Excellent predictive modeling and analytical capabilities
Superior problem solving and project management skills, with the ability to proactively manage numerous projects with competing timelines
Proven track record of advanced analytical skills; must be able to define and execute key analyses with minimal supervision
Experience with Aleph preferable
Expert Microsoft Excel and Advanced PowerPoint skills

Experience and comfort with fast paced environment with transformation and change
Team player and proven relationship-builder
Self-motivated individual who takes ownership
Ability to work in an entrepreneurial culture
Deep interest in and appreciation for technology and disruptive change
Strong interpersonal skills, high level of professionalism and integrity
Excellent organizational and project management skills
A positive attitude that approaches tasks/projects from a hands-on, roll up your sleeves frame of mind

What We Offer

~1 min read

✓$200,000.00 – $225,000.00 annually

✓Bonus $25,000.00

If you’re excited about helping clients succeed, love the idea of working at the forefront of marketing innovation, and want to be part of a team where integrity, respect, innovation, urgency, and accountability aren’t just words — they’re how we show up every day — then let’s talk.

Work Environment:

We offer a mix of remote and hybrid working. Remote work arrangements are not available for all positions. Hybrid work is required for employees local to our offices. Where applicable, hybrid WFH days work must be conducted from your home office located in a jurisdiction in which Madison Logic has the legal right to operate. WFH requires availability and responsiveness on a full-time basis from a distraction free environment with access to high-speed internet. Please inquire for more details.

Pay Transparency/Equity:

We are committed to paying our team equitably for their work, commensurate with their individual skills and experience. Salary Range and additional compensation, including discretionary bonuses and incentive pay, are determined by a rigorous review process taking into account the experience, education, certifications and skills required for the specific role, equity with similarly situated team members, as well as employer-verified region-specific market data provided by an independent 3rd party partner.

We will provide more information about our perks & benefits upon request.

Our Commitment to Diversity & Inclusion:

Madison Logic is proud to be an equal opportunity employer. We are committed to equal employment opportunity regardless of sex, race, color, religion, national origin, sexual orientation, age, marital status, disability, gender identity or Veteran status.

Privacy Disclosure:

All of the information collected in this form and/or by your application by submission of your online profile is necessary and relevant to the performance of the job applied for. We will process the information provided by you in this form, your CV (including physical and online resume profiles), by the referees you have noted, and by the educational institutions with whom we may undertake to verify your qualifications with, in accordance with our privacy policy and for recruitment purposes only.

For more information on how we process the information you have provided including relevant lawful bases (where relevant) please see our privacy policy which is available on our website (https://www.madisonlogic.com/privacy/).