Vice President of Financial Planning and Analysis (FP&A)

About this role

Relay is the Intelligent System of Action for the physical economy. While the digital revolution has often left the deskless workforce behind, we are closing that gap by transforming analog frontline operations into a data-rich, AI-powered ecosystem. We aren't just selling radios, we’re building the digital foundation for the 80% of the global workforce that doesn't work at a desk.

Why Join Relay?

• A Proven Winner: Join a hyper-growth company trusted by over 10% of the Fortune 500, continuing to move upmarket with massive impact.

• High Value, High Impact: With 47% of our revenue from $100K+ ARR customers and 135% Net Revenue Retention (NRR), you'll be joining a company rooted in value creation.

• Market-Leading Innovation: The Relay platform captures 1 billion new data points weekly and features award-winning AI tools like TeamTranslate™, with 500% YoY growth.

• World-Class Leadership: Our stellar leadership team is built to help us scale toward our next major milestones.

• The Relay Culture: We’re dedicated to helping you do the best work of your life (BWIML), investing in your growth through L.I.T., living our CHASE values, and learning from incredibly talented, supportive teammates who make the work (and the wins) better every day.

Now, here’s what we’re building, and where you come in.

Our Culture :

We are an innovative, mission-driven team dedicated to revolutionizing how frontline workers operate.

We balance a high-velocity work cadence with a low-ego, collaborative spirit. This is a true meritocracy designed for high-impact leaders who are comfortable operating at the highest levels, including frequent strategic engagement with our senior leadership team.

Mission & Opportunity - Vice President FP&A

As Vice President of Financial Planning and Analysis (FP&A), you will lead the function during a defining phase of Relay’s growth. Reporting directly to the Chief Financial Officer, this is a tactical and strategic leadership role for a proven finance leader to serve as a trusted thought partner and advisor to the senior leadership team. You will be responsible for building a best-in-class FP&A function and, over time, instilling public company rigor long before a potential IPO. You will do so by building the FP&A function into a force that delivers data-driven decision support and translates complex financial insights into actionable recommendations.

Ranked among the fastest-growing tech companies in North America, we are looking for the next generation of "Relayers" to help us digitize the final frontier of the workforce.

What you’ll do:

You will own Relay’s financial model and the planning infrastructure that collectively inform, guide, and support decision-making across the company. As a hands-on leader, you will:

• Architect and continually advance the financial model to be a strategic tool capable of real-time decision support and proactive scenario planning. This means dialing in on the various critical drivers of our business and developing a deep understanding of how these variables change and impact our P&L.

• Drive the continuous improvement of FP&A planning infrastructure - think systems, tools, processes - to enhance efficiency, accuracy, and scalability.

• Spearhead AI Strategy and Automation into the finance stack to automate routine reporting, streamline and unify disparate data sources, automate manual data orchestration, assist in financial modeling, enhance predictive forecasting accuracy, and identify real-time anomalies in business performance.

• Own and establish rigor around our monthly and quarterly forecasting with clear variance analysis and action-oriented insights to improve forecasting methodologies and/or business performance. Extreme ownership and excellence in forecasting are critical to accurately inform expectations for our board, investors, and operating plan.

• Lead the development and execution of the company’s financial planning process, which means owning the annual operating plan (budget) process end-to-end in close partnership with the senior lead team and ultimately developing a mid-term and long-range plan.

• As a strategic finance leader, you will drive enterprise value-maximizing strategies, evaluate and recommend optimizing our business model (Hardware as a Service), and ultimately develop a mid-term and long-range plan.

• Manage complex department budgets and headcount planning in close collaboration with cross-functional and go-to-market teams to ensure alignment against plan and efficient scaling. Ultimately, recommend cost-optimization opportunities.

• Own company-wide KPIs and dashboards. Design and deliver monthly and quarterly business reviews with senior leadership.

• Develop board materials and investor materials, including preparing and presenting diligence materials within fundraising and diligence workstreams.

• Scale, mentor, and develop a high-performing, world-class FP&A team. You will exponentially increase engagement and opportunities to serve through interaction with cross-functional leaders.

What you’ll bring:

• Financial acumen: You have 10+ years of progressive experience, with at least 5 years of experience in a leadership role, across FP&A, strategic finance, management consulting, and/or investment banking. Strong preference to those with management consulting, investment banking, or Corporate FP&A at premier high-growth public or private technology leaders.

• Leadership experience at a B2B SaaS, or combined software/hardware company, preferred.

• Functional expertise: You have proven experience leading planning, forecasting, and reporting efforts for a company of scale with significant experience partnering with go-to-market and cross-functional teams. You have hands-on experience with complex financial modeling and the ability to produce high-caliber visual presentations.

• Functional experience : You have significant experience in operational finance and have installed and matured fi

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