EverCommerce: Vice President, Financial Planning and Analysis, EverHealth

EverCommerce (Nasdaq: EVCM) is a leading service commerce platform, providing vertically-tailored, integrated SaaS solutions that help more than 690,000 global service-based businesses accelerate growth, streamline operations, and increase retention. Its modern digital and mobile applications create predictable, informed, and convenient experiences between customers and their service professionals. With its EverPro, EverHealth, and EverWell brands specializing in Home, Health, and Wellness service industries, EverCommerce provides end-to-end business management software, embedded payment acceptance, marketing technology, and customer experience applications. Learn more at EverCommerce.com.

We are building an extraordinary company and looking for talented, energetic, and motivated people to join our team. You can learn more about our Company, Culture and Values here: https://www.evercommerce.com/about-us/careers/

Position Summary

EverCommerce is seeking a Vice President, FP&A to lead the financial planning and analysis function for the EverHealth vertical business unit. Reporting to the EverCommerce CFO, this leader will serve as the primary finance partner to the EverHealth executive leadership team and will be responsible for translating operational performance, revenue trends, investment decisions, and strategic priorities into clear financial plans, forecasts, recommendations, and executive narratives.

The Vice President, FP&A will lead the EverHealth FP&A team, including two direct reports and one offshore resource, own the development of EverHealth’s annual operating plan, rolling forecast, performance reporting, and business operating reviews, and partner closely with Revenue Operations, Product, Engineering, Accounting, Legal, and HR. The right candidate will combine strong financial judgment, analytical rigor, executive presence, and a practical operating mindset in a multi-business software environment.

Key Responsibilities

EverHealth Financial Leadership

• Serve as the senior finance leader for EverHealth, advising the leadership team and corporate finance leadership on financial performance, risks, opportunities, and strategic tradeoffs.
• Lead annual operating planning, budget development, rolling forecasts, long-range planning inputs, and monthly reforecast processes across revenue, gross margin, Operating Expense, EBITDA, cash-impacting items, and headcount.
• Build and maintain a clear financial narrative for EverHealth performance, including drivers of actuals, forecast variances, bookings risk, revenue conversion, expense pacing, and investment capacity. Primary finance support for quarterly board materials and ad hoc support in earnings process.
• Translate financial and operating data into actionable recommendations for executive decisions, resource allocation, prioritization, and performance improvement.

Business Partnership

• Lead monthly and quarterly financial review processes, including forecast-to-actuals reviews, variance analysis, dashboard interpretation, and follow-up actions with operating leaders.
• Partner with Revenue Operations and commercial leaders on bookings, pipeline, pricing, retention, implementation capacity, bad debt, credits, and revenue forecast accuracy.
• Partner with Product and Engineering on capitalization, product investment, operating metrics, roadmap affordability, headcount planning, and ROI of strategic initiatives.
• Partner with Accounting, Legal, and Corporate Finance on accounting close alignment, EBITDA adjustments, accruals, indemnity/litigation matters, and finance governance.
• Oversee financial review and approval workflows for headcount, job requisitions, operating expenses, vendor spend, travel, and other budget-impacting decisions.

Executive Reporting and Strategic Decision Support

• Prepare and refine executive-level materials for EverHealth SLT sessions, CFO/Finance ELT meetings, board-facing materials, Annual Operating Plan (AOP) presentations, QBR/MBR content, and strategic planning discussions.
• Develop and maintain financial models that support revenue planning, expense management, business cases, commercial strategy, operating metrics, and acquisition/integration or portfolio decisions where applicable.
• Ensure dashboards, reporting packages, and recurring analytics provide a reliable view of EverHealth performance and prompt the right operating conversations.

Team Leadership and FP&A Operating Model

• Lead, coach, and develop the EverHealth FP&A team, setting a high bar for analytical quality, business partnership, responsiveness, and ownership.
• Establish clear planning calendars, review cadences, task ownership, and quality standards for forecast files, revenue actuals, OpEx files, budget timelines, and executive deliverables.
• Improve FP&A processes, systems usage, data quality, and automation so the team spends more time on insight and decision support and less time reconciling versions.
• Build strong relationships across the vertical and corporate functions, operating as a trusted partner who can challenge assumptions constructively and move work across functions.

Qualifications

• 12+ years of progressive finance, FP&A, strategic finance, or business-unit finance leadership experience; SaaS, healthcare technology, healthcare services, or multi-business portfolio experience preferred.
• Demonstrated ownership of budgeting, forecasting, variance analysis, executive reporting, long-range planning, and operating performance management with executive level exposure.
• Strong revenue forecasting and commercial finance experience, including comfort with bookings, pipeline, retention, implementation, and revenue conversion dynamics.
• Proven ability to partner with senior operating leaders and translate ambiguous business issues into rigorous financial analysis and practical recommendations.
• Experience managing and developing finance professionals, including setting operating cadences, raising quality standards, and building team capability.
• Advanced financial modeling, Excel/Google Sheets, presentation, and data interpretation skills; experience with ERP, planning, BI, and HR/workflow systems such as Workday, Looker, Power BI, OneStream, NetSuite, or similar platforms preferred.
• Bachelor's degree in Finance, Accounting, Economics, Business, or a related field required.

Compensation

EverCommerce is committed to equal pay and transparency. The annual base salary range for this position is $240,000-275,000 USD Per Year plus bonus. Please note that the salary range provided is a general guideline and combines all of the distinct labor markets within the US. EverCommerce considers factors such as (but not limited to) scope and responsibilities of the position, candidate’s work experience, candidate’s work location, education/training, key skills, internal peer equity, external market data, as well as market and business considerations when making compensation decisions.

Where

The EverCommerce team is distributed globally, with teams in the U.S., Canada, the U.K., Jordan, New Zealand, and Australia. With a widely distributed team, we are used to working remotely across different time zones. This role can be based anywhere in the United States or Canada – if you’re close to one of our offices, we can set you up in-office or you can work 100% remotely. Please note that you must be eligible to work without sponsorship to qualify for this position, and this role may require travel to our Corporate Headquarters in Denver, Colorado, or to other office locations around North America.

Benefits & Perks

• Flexibility to work where/how you want within your country of employment – in-office, remote, or hybrid
• Robust health and wellness benefits, including an annual wellness stipend
• Continued investment in your professional development through Udemy
• 401k or RRSP with company match
• Flexible and generous paid time off
• Employee Stock Purchase Program

EverCommerce is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, marital status, veteran status, or disability status. We look forward to reviewing your credentials and getting to know more about your experience!

EverCommerce uses approved artificial intelligence (“AI”) tools to support its business operations. Employees are encouraged to use authorized AI tools, when appropriate for their roles, to improve efficiency, quality, and innovation. All AI use must comply with company policies, including requirements concerning confidentiality, data security, intellectual property, accuracy, and human review. Employees remain responsible for reviewing and validating AI-assisted work.