Our Firm



Vice President Financial Planning & Analysis


PowerSchool | G&A | Austin, TX

The Vice President Financial Planning & Analysis will serve as a key member of the financial leadership team reporting directly to the Chief Financial Officer and will be expected to deliver impactful business analysis and play a key part in driving insightful business decisions and strategy. By way of first-class management reporting, diligent analyses, and strategic modeling, the Financial Planning & Analysis team plays a key role in partnering with the business and informing leadership of actual and projected performance, as well as analyzing business trends, changes, and new initiatives in a fast-paced and highly collaborative, cross-functional environment. You will be empowered to drive improvements in the quality of our work as the PowerSchool business grows organically and through acquisition. We are seeking a seasoned FP&A leader with an entrepreneurial drive, strong leadership skills, and proven ability to partner with various business partners.


  •  Lead the operational function within FP&A, partnering closely with key stakeholders across the business and driving the FP&A function as a proven center of analytical excellence to support financial discipline and thoughtfulness throughout the company
  •  Lead the annual operating budget process, track and report on performance relative to plan, and manage ongoing rolling forecast updates
  • Build and iterate on complex financial models covering all aspects of PowerSchool’s operations that will enable effective decision making regarding the company’s revenue growth strategy, cost structure, and capital expenditures
  • Improve operating teams’ understanding of financial statements and budget adherence with thoughtful and transparent analysis and partnership
  • Maintain and enhance efficiency of internal financial reporting processes, serving as a thought leader to upgrade reporting standards through the pursuit of continuous process improvement
  • Establish, track and monitor key operating metrics used to drive the business to greater efficiency
  • Create ad-hoc analyses to drive business strategy, improve efficiency and maximize ROI
  • Help drive finance discipline, fact-based decision-making, and financial visibility
  • Collaborate with operating teams and provide fact-based recommendations that support revenue growth targets and improve profitability, operating efficiency and effectiveness
  • Manage the periodic non-GAAP aspects of reporting to private equity shareholders and lenders
  • Assist in preparation of materials for Board of Director meetings
Skills & Requirements


  •  Bachelor's degree in Business, Finance, Accounting or Statistics; MBA strongly preferred, CPA a plus
  •  15+ years of FP&A experience including 10+ years leading FP&A organizations, preferably in the SaaS, license software and services industries
  • Entrepreneurial drive, excellent communication and interpersonal skills with demonstrated ability to work in a fast-paced and dynamic environment
  •  Strong leadership and mentorship skills
  •  Highly proficient in financial analysis and model building
  • Highly motivated and willing to take on multiple responsibilities at once
  • Able to work comfortably under pressure and meet tight deadlines