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 p