Vice President of Financial Planning Analysis

About Milestone Education:

Milestone Education is a passionate and forward-thinking community of educators, administrators, and professionals dedicated to shaping the future by nurturing young minds. With a growing national presence, we proudly operate a diverse network of schools across the country, focused on delivering high-quality, student-centered education.  

As a new and dynamic education management company, Milestone is setting a new standard for school operations. We bring fresh, results-driven approaches to leadership, accountability, and programming, reimagining what exceptional education looks like in communities nationwide.  

We are committed to creating inclusive, welcoming environments where every student can learn, grow, and thrive, regardless of their background.  

Location: New City, NY & Remote

Role Overview

As the Vice President, FP&A & Strategy, you will serve as the strategic finance leader driving the company’s next phase of growth. Reporting directly to executive leadership, you will own all aspects of FP&A and strategic finance, partnering closely with operations, M&A, and the executive team to deliver data-driven insights, strengthen financial decision-making, and support transformational initiatives.

Key Responsibilities

• Lead FP&A: Build and oversee budgeting, forecasting, and long-range financial planning across the company.
• Strategic Finance & M&A: Own financial modeling, underwriting, and ROI analysis for acquisitions, new site development, and strategic initiatives.
• Executive Partnership: Partner with the CEO, COO, and senior leadership to evaluate growth opportunities, cost optimization, and capital allocation strategies.
• Performance Insights: Develop and maintain KPIs, dashboards, and operational/financial performance reports for leadership visibility.
• Capital Events & Readiness: Support investor relations, board materials, and strategic readiness for potential capital events or partnerships.
• Post-Acquisition Integration: Lead financial analysis and performance tracking for newly acquired or developed schools and business lines.
• Process & Systems Modernization: Evaluate and implement financial tools and BI platforms to improve reporting and forecasting capabilities.
• Leadership & Development: Mentor and develop a high-performing FP&A and analytics team while fostering financial acumen across the organization.

Qualifications

• Education: Bachelor’s in Finance, Accounting, Economics, or related field; MBA or CPA preferred but not required.
• Experience: 5+ years in FP&A, strategic finance, M&A modeling/underwriting, or investment banking/private equity.
• Technical Skills: Advanced financial modeling; experience with Power BI, Tableau, or SQL strongly preferred.
• Leadership: Proven ability to partner with executives, influence cross-functional leaders, and build high-performing finance teams.
• Strategic Mindset: Track record of supporting growth-oriented or PE-backed companies through strategic and financial planning cycles.

Compensation & Growth

• Competitive base salary + performance-based bonus
• Comprehensive benefits package
• Significant growth opportunities as Milestone continues to expand