Copy of Senior Manager FP&A

Overview

This role is responsible for forecasting, budgeting, and SaaS KPI reporting for a private equity-backed SaaS business. You will build scalable, driver-based models across revenue, margin, headcount, and cash flow to support disciplined growth and M&A execution. This is a hands-on position well-suited for someone who works effectively in a lean, fast-moving environment—comfortable with ambiguity and imperfect data—and aims to bring structure and rigor to the function over time.

Responsibilities

• Deliver high-accuracy revenue and operating profit forecasts, maintaining a low mean absolute percentage error for short-term outlooks.
• Own the monthly performance package, including KPI scorecards, margin bridges, variance analysis, and actionable recommendations for executive leadership.
• Build and maintain scalable driver-based models across revenue, margin, headcount, and cash flow that connect financial signals to business levers.
• Establish and maintain a trusted SaaS/ARR reporting framework, including NRR, cohort analysis, CAC/LTV, and unit economics.
• Own the annual budgeting process and develop multi-scenario models that provide clear guardrails for runway, profitability, and capital allocation.
• Deliver scenario planning and sensitivity analyses to support pricing initiatives, GTM investment decisions, and headcount planning.
• Support M&A diligence and integration modeling, including quality of earnings review; partner closely with the Director/VP of FP&A who leads the overall diligence process.
• Partner with cross-functional leads in Operations, People, and Sales to maintain plan integrity and headcount forecast accuracy, with potential to manage a direct report as the team scales.

Requirements

• 6-9 years of progressive FP&A experience, including experience operating in a high-growth or PE-backed SaaS environment.
• Strong fluency in SaaS/subscription business models and metrics (ARR, MRR, NRR, cohort analysis, CAC/LTV, unit economics) and driver-based forecasting methodologies.
• Proven ability to build and maintain sophisticated, audit-ready operating models that connect financial signals to business levers.
• Comfortable operating in a lean, resource-constrained environment—able to work through unclean data, undefined processes, and ambiguity without losing momentum.
• Some direct exposure to M&A diligence and/or integration modeling, with comfort operating in a supporting capacity to a more senior deal lead.
• Advanced proficiency in structured, version-controlled Excel or Google Sheets modeling; SQL proficiency strongly preferred for independent data extraction and analysis.

Preferred Qualifications

• Familiarity with private equity-backed reporting standards and investor-style board cadences.
• Proficiency in scenario planning techniques, including the development of target and stretch financial goals.
• Tech-forward mindset, with hands-on experience or strong interest in using AI tools to accelerate modeling, analysis, and reporting.
• Strong systems-thinking, with a focus on automation, process clarity, and data integrity.

Compensation & Benefits

Compensation at the time of offer is based on factors such as skill set, experience, qualifications, and work location. Salary is one part of the total compensation package. Other benefits may include:

• Health benefits
• Flexible paid time off
• Parental leave
• Fertility and adoption assistance
• 401(k)
• Educational reimbursement

Note: The salary range and benefits apply only to U.S.-based candidates.

Location

United States (U.S.)