Vice President, FP&A

Why Banyan

Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets. For more information visit:

Banyan Software is seeking a forward-thinking and hands-on finance leader to architect the next generation of our FP&A capabilities. As VP, FP&A, you will play a critical role in evolving and scaling how financial insights are created, communicated and operationalized across a rapidly expanding, global, and decentralized portfolio.

This leader will shape and refine the systems, processes and analytical rigor that scale with Banyan's growth bringing clarity, consistency and speed to decision-making while empowering our Operating Groups to manage performance with confidence. You will be a key member of the finance leadership team, partnering with leaders across the organization to modernize our FP&A infrastructure and strengthen a cohesive framework that enhances visibility, accountability and strategic alignment.

The ideal candidate combines strong strategic orientation with a willingness to dive deep. You have seen what "great" looks like in high-growth, multi-entity environments and know how to build scalable planning, reporting and analytics foundations that unlock value across a diverse portfolio.

Key Responsibilities

Enterprise FP&A Strategy & Leadership

• Advance the strategic direction for FP&A, strengthening and scaling our planning and reporting framework that supports Banyan's next phase of growth.
• Serve as a key member of the finance leadership team, shaping processes, tools and insights that elevate financial clarity, accountability and strategic agility across the organization.
• Build trusted partnerships with executives and Operating Group leaders, translating complex financial signals into actionable insights that drive performance.

Systems, Automation & Data Infrastructure

• Build a scalable FP&A systems roadmap, leveraging NetSuite and connected tools to automate reporting, strengthen data integrity and streamline workflows.
• Partner with technology teams and external vendors to modernize forecasting and reporting capabilities through automation and integration.
• Establish and enforce portfolio-wide standards for data consistency, financial controls, KPI definitions and reporting hygiene.

Planning, Budgeting & Forecasting Excellence

• Lead the end-to-end budget and forecasting architecture, ensuring a unified process that is efficient, transparent and aligned with organizational priorities.
• Enhance and evolve forecasting frameworks, including scenario planning and sensitivity analyses, to improve accuracy, speed and decision quality.
• Reinforce and scale a consistent planning cadence across our decentralized Operating Groups while preserving local ownership and accountability.

Insightful, Scalable Reporting & Executive Support

• Refine and elevate management reporting to deliver clear, timely and actionable insights across customer, product and market dimensions.
• Expand and deepen visibility into unit economics, retention, profitability and other key performance drivers across the portfolio through consistent analytical frameworks.
• Provide leadership with forward-looking analysis that surfaces trends, risks and opportunities, enabling faster and more informed strategic decisions.

Strategic & Operational Analytics

• Strengthen the analytical models, toolkits and processes that empower Operating Groups to generate high-quality, consistent insights.
• Build analysis that improves understanding of customer behavior, product performance and key value drivers.
• Provide HQ-level analysis that informs resource allocation, portfolio decisions, and long-range strategic planning.
• Support capital markets activities, including lender and investor reporting, diligence, and refinancing through robust analytical inputs.

Leadership & Team Development

• Lead and scale a high-performing distributed FP&A function with strong analytical and business partnership capabilities.
• Foster a culture of continuous improvement, operational excellence and data-driven decision-making.
• Strengthen collaboration and alignment across Operating Groups and HQ by building tools, processes and relationships that improve financial understanding and enable stronger execution.

Qualifications:

• Bachelor's degree in Finance, Accounting, Economics or related field or equivalent experience; CFA, CPA or MBA preferred.
• 10 years of progressive FP&A experience, including leadership roles in high-growth and/or multi-entity software environments.
• Proven success building and improving FP&A processes, teams, systems and reporting at scale.
• Strong systems mindset with advanced NetSuite experience and familiarity with BI and automation tools.
• Exceptional financial modeling, strategic planning, and executive communication skills.
• Demonstrated ability to influence senior leaders and operate effectively in a decentralized environment.
• Hands-on operator who can dive into complexity while driving strategic outcomes.
• Experience supporting lender diligence or refinancing processes; M&A exposure is a plus.