Vice President, Financial Planning & Analysis (Charlotte, US)

Vice President, Financial Planning & Analysis (Charlotte, US)

About the Role:

As Vice President of Financial Planning & Analysis (“FP&A”) at Passport, you will be a key leader on our finance team, having responsibilities across the tactical and strategic financial areas of the business.  You will lead and inspire the financial reporting, planning and analysis team in our incredibly fast-paced, exciting, and constantly changing environment. You will be responsible for the modeling and reporting for our complex and fast-growing business as we enter new markets and geographies through organic and strategic growth.  You will develop comprehensive and reliable projections and operational budgets, and oversee the reporting and analysis of our monthly results, informing our stakeholders with accurate and reliable information for decision making. You and your team will be focused on quality, speed, and accuracy in modeling, and you’ll juggle multiple initiatives while partnering with stakeholders across the business. Tactically, you will also be responsible for creating and interpreting reports that provide departmental level results versus our budgets, operational KPI data as well as supporting the development of leadership and board presentations.  In everything you and your team do, you will find opportunities to simplify and scale the financial reporting function to support our rapidly growing business.


  • Leveraging knowledge of GAAP accounting and financial processes to fully own the financial planning and reporting process for our complex business
  • Leading and inspiring a small team towards operational excellence and continuous improvement, and finding innovative ways to increase effectiveness 
  • Working across the finance team to make sure all reporting and modeling “ticks and ties” within the full finance operation and proactively fixing any issues
  • Communicating and collaborating regularly with key stakeholders across the business, and ensuring they are educated about financial modeling, trade-offs, and downstream impacts of decisions
  • Thinking like a business leader -- understanding the mechanics of the business, revenue drivers, costs, and knowing which levers to pull to achieve greatest outcome for the business -- and building reports that are meaningful to support the business leaders
  • Providing regular financial forecasting, budgeting, reporting, and KPIs to business leaders, including the Leadership Team and Board of Directors
  • Owning the monthly budget vs. actuals reporting process, driving transparency in that process, and ensuring business leaders are held accountable to their results
  • Building elegant financial models that can scale as our business grows (organically and inorganically), continually optimizing and course-correcting to keep us on track 
  • Keeping up with our rapidly growing business (acquisitions, international expansion, etc) and regularly staying ahead to ensure business leaders are thinking about the right things to drive the right growth
  • Leading other ad-hoc finance and business projects, as needed

Qualifications, Experience and Skills:


  • 15+ years in corporate finance supporting both the month end close, reporting, and budgeting processes; 
  • At least 5 years leading an FP&A team in a dynamic, complex and fast-paced environment
  • Building out monthly reporting packages, including leadership / board deck presentations, developing and leveraging KPIs to provide key business insights 
  • Solid understanding of GAAP, including key areas like revenue recognition, expense deferrals, debt and equity accounting
  • Expert financial modeling with Excel
  • Buy-side M&A experience, including modeling of acquisitions and synergies, financing strategies, and then integrating the FP&A functions of the combined companies post-closing  
  • Working across multiple teams and with different levels of leaders, leading modeling, analysis and making recommendations.
  • Bachelor’s degree in Finance or Accounting
  • Excellent organizational and communication (written, verbal, and listening) skills
  • Keen attention to details and a downstream understanding of their impact


  • Private equity or venture capital portfolio company experience, including an in depth understanding of capitalization structures
  • Corporate development or investment banking experience
  • Supporting the implementation of systems / tools to support reporting (i.e. ERP, BI, etc.)
  • Comfort with the collaborative Google suite of products (Sheets, Docs, Drive, etc.)   
  • MBA or CPA
  • Experience in a rapid growth SaaS company

*If you wish to provide any additional context to your experience or why you are a great fit for this opportunity, considering all of the above, please provide a cover letter with that context.  This is optional and not required.

About You:

Simply put, you are a well-rounded business leader and the go-to person for financial insight.  You have a solid grasp of the finance continuum – from the financial close process to the business analysis that evolves from that. You leverage your knowledge of GAAP and other financial concepts to proactively identify areas for investigation and to solve problems when they are found.  You are an Excel ninja--you simplify complex concepts with dynamic, scalable models. You have an uncanny ability to draw out the key metrics needed for critical business decision making. People enjoy working with you, your team respects you, and you can bring clarity and value from a large amount of data.  Teammates proactively come to you as a thought partner and seek out your perspective regularly. You have no problem rolling up your sleeves and digging into our data and processes. You have no problem asking if there is a better way to do what we do and figure out the best direction for the company. 

You are someone who thrives in a rapidly growing, rapidly changing organization, and you bring teammates along with you on that journey. You are bold.  You lead your team to seek out new solutions and constantly raise the bar higher. You are always thinking a few steps ahead. You can multitask between complex projects while also fighting daily fires. You listen, collaborate, take note of alternate viewpoints, and implement the best solutions.  You can balance short and long-term objectives and always hit your deadlines. You can communicate with the best by being clear and concise, and by listening. You are passionate about technology and immerse yourself in the culture and excited to contribute to Passport’s amazing growth goals.

About Us:

Passport is transforming mobility management for cities, empowering them to create more livable and equitable communities. Passport’s mobility platform enables clients to digitally coordinate all modes of transportation and implement real-time, data-centric management of their curbside and streetspace through its enterprise software. Trusted by nearly 1,000 cities, universities and agencies, including Chicago, Toronto, Los Angeles, and Miami, Passport is one of the fastest growing companies on the Inc. 5000 and Deloitte Technology Fast 500 lists. Passport is backed by Rho Capital Partners, H.I.G. Growth Partners, ThornTree Capital Partners, Bain Capital Ventures, Grotech Ventures, MK Capital, and Relevance Capital.

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End date
Sunday, April 26, 2020 12:00 AM
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