Vice President - Financial, Planning and Analysis

Overview

Lead FP&A function, drive strategic planning, forecasting, reporting, IPO readiness.

Key Responsibilities

• financial modeling
• forecasting
• reporting
• kpi management
• strategic planning
• team leadership

Tasks

-Establish processes, systems, and tools that drive efficiency, accuracy, and scalability across FP&A. -Provide timely, forward-looking analyses to support decision-making around capital allocation, growth investments, and operational performance. -Foster a culture of accountability, business partnership, and continuous improvement. -Recruit, mentor, and develop a high-performing FP&A team capable of scaling with the organization. -Serve as a strategic advisor to business unit leaders, enabling data-driven decisions that optimize revenue, margin, and cash flow. -Lead long-range strategic planning, scenario modeling, and valuation support in partnership with executive leadership and private equity sponsors. -Build financial models that support pricing strategy, M&A evaluations, market entry, and other strategic initiatives. -Develop public-company-ready financial models, forecasts, and investor-facing reporting. -Build and scale the FP&A function to operate to the level and standards of a publicly traded company. -Ensure KPIs are defined, tracked, and tied to operational and financial outcomes. -Partner with Investor Relations, Accounting, and Legal to ensure alignment across financial disclosures and communications. -Own and standardize company-wide forecasting, budgeting, and variance analysis processes, ensuring accuracy, accountability, and visibility. -Design and implement robust reporting frameworks that deliver actionable insights to executive leadership, the Board, and external stakeholders.

Requirements

• mba
• cfa
• cpa
• adaptive
• anaplan
• 12+ years

What You Bring

-Excellent communication and presentation skills, with the ability to influence executives, board members, and investors. -Bachelor’s degree in Finance, Accounting, or related field required; MBA, CFA, or CPA strongly preferred. -Experience in a private equity–backed or publicly traded company -Proven success building FP&A functions, including team development, systems implementation, and process design. -12+ years of progressive finance experience, with at least 5+ years in senior FP&A leadership roles. -Expertise with financial planning tools (e.g., Adaptive, Anaplan, OneStream, Hyperion, BPC) and ERP systems. -Strong technical finance and modeling skills, including P&L, balance sheet, cash flow forecasting, and scenario analysis.

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About Rehlko

-Its portfolio spans multiple divisions—Power Systems, Engines, Uninterruptible Power, Home Energy, Clarke Energy, Curtis Instruments and Heila Technologies. -Typical projects include data center backup systems, hospital microgrids, commercial and home standby generators, and complex industrial energy solutions. -An unusual milestone: it fueled the first successful Antarctic overland expedition and lit Hollywood sets and the Hoover Dam during its Kohler era.

Sector Specialisms