Overview

Haptiq is a leader in AI-powered enterprise operations, delivering digital solutions and consulting services that drive value and transform businesses. We specialize in using advanced technology to streamline operations, improve efficiency, and unlock new revenue opportunities, particularly within the private capital markets. 

Our integrated ecosystem includes PaaS - Platform as a Service, the Core Platform, an AI-native enterprise operations foundation built to optimize workflows, surface insights, and accelerate value creation across portfolios; SaaS - Software as a Service, a cloud platform delivering unmatched performance, intelligence, and execution at scale; and S&C - Solutions and Consulting Suite, modular technology playbooks designed to manage, grow, and optimize company performance. With over a decade of experience supporting high-growth companies and private equity-backed platforms, Haptiq brings deep domain expertise and a proven ability to turn technology into a strategic advantage. 

The Opportunity

Haptiq is seeking a Senior Director of Finance to lead FP&A in a high-growth, private equity–backed environment. Reporting directly to the CFO, this role owns budgeting, forecasting, KPI development, and investor-grade reporting, while partnering on strategic planning, M&A analysis, and operational execution. We’re looking for a finance leader with both strategic vision and hands-on execution skills, plus a strong understanding of GAAP to ensure precision in reporting. This is a high-visibility role with direct Board and investor exposure, competitive compensation, and the opportunity to help shape Haptiq’s next phase of growth.

The VP of Finance will be responsible for producing investor-grade financial packages, driving operational KPIs, and ensuring disciplined cash flow and capital allocation. This role requires a leader who thrives in a fast-paced, high-accountability environment, with the ability to balance strategic thinking and hands-on execution.

Responsibilities and Duties  

FP&A Ownership

• Lead the annual budget process and quarterly reforecast cycles, ensuring alignment with company strategy and investor expectations.
• Build robust financial models for scenario planning, M&A evaluation, and operational decision-making.
• Deliver deep-dive variance analyses (actual vs. budget/forecast/prior year) with actionable recommendations.
• Develop and track key operating and financial KPIs, driving accountability across the organization.
• Partner with the CFO on long-term strategic planning and capital allocation initiatives.

Investor & Board Reporting

• Prepare investor-ready monthly, quarterly, and annual reporting packages, including financial performance, KPI dashboards, and forward-looking guidance.
• Support Board presentations with concise, data-driven insights and trend analyses.
• Partner with private equity sponsors to ensure timely, accurate, and transparent financial communication.

Accounting Alignment

• Collaborate with the Controller to ensure FP&A outputs reconcile with GAAP financials.
• Monitor revenue recognition, accruals, and expense classifications to maintain reporting integrity.
• Provide analytical support for audits and compliance processes.

Operational Finance

• Drive cash flow forecasting and working capital optimization initiatives.
• Support post-merger integration efforts, ensuring financial systems, KPIs, and reporting are aligned.
• Identify and execute on margin improvement and cost optimization opportunities.

Leadership & Team Development

• Build and mentor a high-performing FP&A team capable of supporting a complex, multi-entity organization.
• Foster a culture of financial discipline, operational excellence, and proactive problem-solving.

Requirements 

• Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA/CFA preferred.
• 10+ years of progressive finance experience, including senior FP&A leadership in a private equity–backed or high-growth environment.
• Strong understanding of GAAP accounting and financial statement analysis.
• Proven track record in building investor-grade financial models and reporting packages.
• Advanced skills in Excel/Google Sheets and familiarity with financial planning systems (e.g., Adaptive Insights, Anaplan, NetSuite Planning).
• Exceptional communication and executive presence, with the ability to influence at the C-suite and Board level.

Benefits US

• Flexible work arrangements (including hybrid mode)
• Great Paid Time Off (PTO) policy
• Comprehensive benefits package (Medical / Dental / Vision / Disability / Life)
• Healthcare and Dependent Care Flexible Spending Accounts (FSAs)
• 401(k) retirement plan
• Access to HSA-compatible plans
• Pre-tax commuter benefits
• Employee Assistance Program (EAP)
• Opportunities for professional growth and development.
• A supportive, dynamic, and inclusive work environment.

Why Join Us?

This role offers the opportunity to work closely with the CFO in a PE-backed growth environment, with high visibility and direct exposure to investors and the Board. You will help build and scale a best-in-class finance function while shaping the company’s financial strategy. We’re looking for creative problem solvers who learn quickly, thrive in a diverse and collaborative environment, and are driven to raise the bar for success, while also knowing how to have fun along the way.