Position Summary
Vista is seeking to hire a highly skilled and experienced Vice President to enhance and build out the financial planning and analysis capabilities of the firm. This is a newly created position, and a hands-on role which will require the candidate to design, build and implement FP&A best practices which provide leadership with the insight to make informed decisions. The ideal candidate will have extensive experience in financial services preferably at a large private equity or alternatives asset manager. The successful candidate will work closely with the executive team and cross-functional departments to support business initiatives, synthesize data into thoughtful presentations that provide actionable insights. The candidate must thrive in a fast-paced dynamic environment with competing demands and tight deadlines.
This role is based in Austin, TX and is available for an immediate start.
Responsibilities
- Develop a highly capable and effective financial planning and analysis function.
- Manage and train team with best practices to enhance effectiveness.
- Develop and continually improve the annual budget and forecasting process.
- Develop long range planning models to facilitate strategic planning.
- Prepare and facilitate quarterly business reviews across the organization.
- Provide the CFO with monthly reporting packs and further explanations of variance to budget and prior year.
- Provide quarterly financial reporting presentations which provide key insight and awareness to the Executive Team and business partners
- Provide thought leadership on ways to meeting the firm’s financial goals
- Enhance business intelligence tools, dashboard reports, and incorporate AI tools into daily activities.
- Develop financial models to aid in scenario modeling and ad-hoc analyses which will support strategic projects and investments.
- Assume ownership of and enhance Firm model to provide a wholistic view of fund returns.
Qualifications
- A minimum of 10+ years of experience in Financial Planning & Analysis with a strong understanding of financial modelling, forecasting and budgeting processes.
- Proven experience of working at a private equity or alternative investments manager.
- The ability to communicate complex financial information and insights effectively to internal and non-financial stakeholders.
- Demonstrate the ability to think strategically, whilst being able to see the big picture and drive long term value.
- Experience communicating and presenting to executive leadership
Company Overview
Vista is a leading global investment firm that exclusively invests in enterprise software, data and technology-enabled organizations across private equity, permanent capital, credit and public equity strategies, bringing an approach that prioritizes creating enduring market value for the benefit of its global ecosystem of investors, companies, customers and employees. Vista’s investments are anchored by a sizable long-term capital base, experience in structuring technology-oriented transactions and proven, flexible management techniques that drive sustainable growth. Vista believes the transformative power of technology is the key to an even better future – a healthier planet, a smarter economy, a diverse and inclusive community and a broader path to prosperity. Further information is available at vistaequitypartners.com . Follow Vista on LinkedIn, @Vista Equity Partners , and on X, @Vista_Equity .
