What are the responsibilities and job description for the Vice President, FP&A position at Casepoint?
About Casepoint
Casepoint is the trusted data discovery platform for large corporations and government agencies. Our mission is to transform data into actionable intelligence and responsive insights. Leveraging the power of AI and advanced analytics, our end-to-end eDiscovery platform empowers teams to seamlessly collect, preserve, and discover vast amounts of data from diverse sources.
With Casepoint, organizations identify crucial information to address their complex data-responsive needs— from litigation, investigations, regulation, and compliance to Congressional inquiries or Freedom of Information Act (FOIA) requests. Our platform offers an intuitive user experience designed with unmatched security, enabling enterprises to manage their data confidently, enhance efficiency, meet reporting obligations, and mitigate risks. From legal hold and data preservation to cloud collections and eDiscovery, Casepoint streamlines data-responsive workflows.
Our commitment to the customer experience is unwavering. At Casepoint, we’re more than just a software provider, we're a trusted partner—– a team of experts invested in helping customers meet business objectives and achieve successful outcomes for their toughest challenges. From configuring workflows to ongoing support, we are there every step of the way, ensuring a seamless experience and tangible results. Trust, collaboration, and exceptional customer service are the cornerstones of our approach, fostering long-term relationships built on mutual respect and achievement.
Job Description
Role Overview: We are seeking a highly accomplished Vice President of FP&A to join a private-Equity backed SaaS portfolio company. As a key member of the leadership team, this individual will lead strategic financial planning, drive operational excellence, and enable data-driven decision-making to maximize enterprise value.
The ideal candidate will possess a deep understanding of SaaS business models, thrive in a fast-paced private equity environment, and demonstrate a proven ability to collaborate across teams to deliver actionable insights and measurable results.
Key Responsibilities
Strategic Financial Leadership
At Casepoint, the employee experience is at the heart of everything we do. We understand that each person's professional journey is unique and deeply intertwined with their personal life. That's why we're committed to providing an environment that supports you both personally and professionally.
We believe that work should be more than just a place you go to earn a paycheck—it should be a place where you can thrive, grow, and find fulfillment. We're dedicated to creating a culture where individuals can pursue their passions, develop their skills, and achieve their goals, all while maintaining a healthy work-life balance.
We value the trust you place in us by choosing to work here, and we don't take that lightly. It's our responsibility to ensure that every aspect of your experience with us is positive and rewarding. From fostering a supportive and inclusive work environment to providing opportunities for professional development and advancement, we're committed to creating the best possible experience for you. Because when you succeed, we all succeed.
Our Benefits Include
Casepoint is the trusted data discovery platform for large corporations and government agencies. Our mission is to transform data into actionable intelligence and responsive insights. Leveraging the power of AI and advanced analytics, our end-to-end eDiscovery platform empowers teams to seamlessly collect, preserve, and discover vast amounts of data from diverse sources.
With Casepoint, organizations identify crucial information to address their complex data-responsive needs— from litigation, investigations, regulation, and compliance to Congressional inquiries or Freedom of Information Act (FOIA) requests. Our platform offers an intuitive user experience designed with unmatched security, enabling enterprises to manage their data confidently, enhance efficiency, meet reporting obligations, and mitigate risks. From legal hold and data preservation to cloud collections and eDiscovery, Casepoint streamlines data-responsive workflows.
Our commitment to the customer experience is unwavering. At Casepoint, we’re more than just a software provider, we're a trusted partner—– a team of experts invested in helping customers meet business objectives and achieve successful outcomes for their toughest challenges. From configuring workflows to ongoing support, we are there every step of the way, ensuring a seamless experience and tangible results. Trust, collaboration, and exceptional customer service are the cornerstones of our approach, fostering long-term relationships built on mutual respect and achievement.
Job Description
Role Overview: We are seeking a highly accomplished Vice President of FP&A to join a private-Equity backed SaaS portfolio company. As a key member of the leadership team, this individual will lead strategic financial planning, drive operational excellence, and enable data-driven decision-making to maximize enterprise value.
The ideal candidate will possess a deep understanding of SaaS business models, thrive in a fast-paced private equity environment, and demonstrate a proven ability to collaborate across teams to deliver actionable insights and measurable results.
Key Responsibilities
Strategic Financial Leadership
- Develop and execute the company’s financial strategy, including the annual operating plan, long-term financial planning, and quarterly forecasts.
- Partner with the CFO, CEO, and leadership team to identify and prioritize strategic growth opportunities, including organic expansion and M&A activity.
- Establish a robust financial framework to drive predictable and scalable growth.
- Own the development, tracking, and reporting of critical SaaS KPIs such as ARR, NRR, churn, CAC, LTV, and gross margin.
- Design and implement systems to provide real-time visibility into performance and profitability by product, geography, and segment.
- Lead preparation of monthly, quarterly, and annual performance reviews with actionable insights on variances, trends, and opportunities.
- Present key financial data and analysis to the executive team, board of directors, and private equity stakeholders.
- Drive board reporting processes, ensuring alignment with investor expectations and priorities.
- Build and lead a high-performing FP&A team capable of scaling with the company.
- Partner cross-functionally with Sales, Marketing, and Operations to create data-driven plans that optimize resource allocation and improve ROI.
- Enhance financial systems, tools, and processes to support efficient decision-making and reporting.
- Lead financial due diligence, modeling, and integration planning for acquisitions.
- Partner with internal teams to execute on value creation initiatives, including EBITDA optimization, working capital improvements, and operational efficiency programs.
At Casepoint, the employee experience is at the heart of everything we do. We understand that each person's professional journey is unique and deeply intertwined with their personal life. That's why we're committed to providing an environment that supports you both personally and professionally.
We believe that work should be more than just a place you go to earn a paycheck—it should be a place where you can thrive, grow, and find fulfillment. We're dedicated to creating a culture where individuals can pursue their passions, develop their skills, and achieve their goals, all while maintaining a healthy work-life balance.
We value the trust you place in us by choosing to work here, and we don't take that lightly. It's our responsibility to ensure that every aspect of your experience with us is positive and rewarding. From fostering a supportive and inclusive work environment to providing opportunities for professional development and advancement, we're committed to creating the best possible experience for you. Because when you succeed, we all succeed.
Our Benefits Include
- Competitive salary commensurate with experience and education
- Comprehensive Medical, Dental, and Vision Health Plans
- FSA and company-funded HSA
- 401K plan with a matching program
- Monthly cell phone stipend and Health & Wellness benefit
- Flexible and remote work environments
- Generous paid time off
- Tremendous potential for growth within the company
- Company culture centered around values of:
- Passion
- Innovation
- Empowerment
- Growth
- Collaboration
- Empathy
- Integrity
- Kindness
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