Portfolio Careers

Build your career at the best companies in healthcare and fintech

VP, Finance - FP&A



Accounting & Finance
Posted on Thursday, June 27, 2024

Who We Are

We started our company to help others launch and run their own businesses, at any stage. The way we help is by keeping it simple and supporting entrepreneurs one step at a time. Put simply: our mission is to enable anyone to start, run, and grow their business while avoiding the common pitfalls that derail hopeful entrepreneurs. No more having to wade through forms, taxes, or ongoing state compliance.

We are a remote company based in Austin, Texas. We have team members from Florida to Oregon and all points in-between. Take pride in your work knowing that it shapes how people all across the country reach their goal of starting, running, and growing their business.

If the idea of helping people and working with a genuinely caring, supportive team excites you, then you’ve come to the right place.

The Role

This position will be responsible for the company-level financial planning and analysis of ZenBusiness including the continued development, scaling, and management of the FP&A function (may include M&A). You will partner with leaders across the executive team and other parts of the business to establish robust short-term and long-term forecasts, reporting, key performance indicators, and metrics, as well as make recommendations on the strategy and business plan to drive sustainable growth.

This position will report to the CFO and is a remote role.


  • Assist in formulating the company’s future direction through providing input on the company’s business plan, financial and tax strategies, budgeting, and forecasting.
  • Influences high performance at the company level through developing forecasts, reporting results, analyzing variances, and providing actionable recommendations to drive improvement.
  • Effectively lead a team with a hands-on approach. Must be a self-starter.
  • Increase revenue visibility and predictability across the entire company.
  • Being a strong business partner by communicating and enabling change that drives strategy with supporting numbers.
  • Assist in developing the company’s metrics and disclosures for external audiences.
  • Establish scalable infrastructure and processes for ongoing financial reporting and forecasting of a rapidly scaling company.
  • Driving the financial planning of the company by analyzing its performance and risks.
  • Regularly perform scenario analysis and present to the executive team specific opportunities and risks identified
  • Develop and execute short- and long-range financial initiatives as a strategic leader.
  • Develop M&A valuation models and business value drives and oversee the diligence process.
  • Establish a robust planning and budgeting process for the organization.
  • Assist in managing banking relationships.
  • Ability to take complex data and find the key metrics.
  • Develop secure procedures to maintain confidential information.
  • Recommend cost structure changes that support both higher levels of profitability and future growth.


  • 12+ years in senior financial management positions. Some VP experience of similar or later-stage companies is preferred.
  • 5+ years of management experience, including managing, developing, and leading a finance team.
  • Bachelor’s degree in accounting or finance required
  • Master's degree in business administration, accounting, or finance preferred.
  • Proven experience leading a company through a successful IPO, exit, or fundraising.
  • Hands-on experience with budgeting and risk management.
  • Excellent knowledge of data analysis and forecasting models.
  • Proficiency in finance and accounting software.
  • Solid analytical and decision-making skills.
  • Experience managing a company's cash flow.
  • Deep understanding of capital markets.

Bonus Qualifications

  • Background in investment banking, equity research, or SaaS company experience.
  • Chartered Financial Analyst (CFA) or Certified Public Accountant (CPA) designation.
  • Experience with Tableau, Anaplan, Snowflake, and Sage Intacct is a plus.
  • Experience with M&A is a plus.
  • macOS and G-Workspace knowledge is a plus.

Remote Culture. A great company culture leads to happy employees, and happy employees lead to happy customers. We provide our employees with good salaries, benefits, equity, and interesting challenges that have a positive impact.

Let’s stay connected! We believe in staying connected, and we have a weekly “All Hands” meeting every week. We also have a social committee that hosts frequent events. We’ve held a virtual talent show, costume competitions, monthly lunch and learn series, Hackathons and more!

Benefits. The company offers various benefits to employees and their dependents, including medical, vision, dental, disability, and life insurance, as well as parental and military leave. Other benefits include an employee assistance program, 401k + match, annual bonus, pet insurance, and RSUs. Paid parking* and 10 paid holidays are also provided.

Diversity, Equity and Inclusion. We believe in diversity, equity & inclusion. At ZenBusiness, every voice counts no matter your race, ethnicity, gender, sexual orientation, age, location, or background. We celebrate the diversity of our teams, knowing that our products, services, and customers thrive best when we lean into and celebrate our differences.

Please check out our careers' page to learn more about our culture, benefits, and open opportunities.

*applicable to in-office employees