Finance Manager, Strategic Finance (FP&A)

Overview

This role is responsible for end-to-end financial planning, forecasting, reporting, and strategic analysis to support leadership decision-making. You will serve as a primary finance partner to Accounting for the monthly close cycle, own core planning models and reforecasting processes, and lead board and executive finance reporting. Additional responsibilities include transaction readiness and M&A support, headcount and cost management, and ad hoc strategic financial analysis.

Responsibilities

Company P&L, Close Reporting, and Leadership Narratives

• Own the full company P&L, revenue through EBITDA, and act as the primary finance partner to Accounting for the monthly close cycle.
• Produce the monthly MBR (Monthly Business Review), flash report, and supporting financial narrative for senior leadership.
• Translate actuals vs. plan into clear stories and actionable recommendations.
• Collaborate with the Controller to ensure accuracy and alignment on actuals and variances vs. plan.

Annual Operating Plan (AOP) and Forecasting

• Own the Master P&L model as the company’s single source of truth for forecasting, scenario analysis, and AOP.
• Build, maintain, and evolve the Master P&L model as the business changes.
• Lead the Annual Operating Plan (AOP) process across all functions, including headcount planning, cost modeling, and revenue scenario builds.
• Drive 2–3 reforecasts throughout the year, surfacing risks and opportunities before they show up in actuals.

Board & Executive Reporting

• Produce the quarterly Board of Directors Finance Addendum, including financial exhibits, variance analysis, and supplemental data packages reviewed by the CFO and CEO.
• Build the financial models and materials that support executive decision-making on product investment and cost savings strategies.

Transaction Readiness & M&A Support

• Own and maintain transaction readiness infrastructure, including auditable P&L and balance sheet flat files.
• Maintain Looker cohort and retention views and standardize AR/AP aging.
• Ensure the company is 80%+ deal-ready at any given time.
• Serve as the internal financial lead for M&A diligence processes.
• Manage the data room and coordinate with Legal, Accounting, and the CFO on financial workstreams.

Headcount & Cost Management

• Partner with People Ops as the finance counterpart to headcount planning.
• Manage requisition approvals and monthly HC reporting for the executive team and Board.
• Own R&D and cross-functional headcount scenario modeling tools used by the CTO and CMO, and maintain the financial view of headcount by department.
• Lead recurring software and infrastructure cost reviews (AWS, SaaS vendors) with technical and operational stakeholders to drive efficiency.
• Own vendor contract audits, identifying and acting on lapsed or suboptimal contracts.

Strategic Analysis & Ad Hoc

• Build investment briefs, pro formas, and carrier/partner sizing models to support strategic decisions (carrier economics, new product monetization, geographic expansion).
• Partner with Revenue Operations and Sales Finance on go-to-market financial modeling.
• Drive improvements in FP&A tooling, data integrity, and financial systems to support scalable growth.

Requirements

• 5+ years of experience in financial planning & analysis, corporate finance, or strategic finance, with at least 2 years in a high-growth technology or SaaS company.
• Investment banking, private equity, or M&A advisory background is a plus.
• Experience owning a full company or business unit P&L (not just a function or cost center), including navigating ambiguity.
• Exposure to transaction processes (M&A, capital raise, or strategic review) and familiarity with financial due diligence data packages.
• Expert-level financial modeling skills, including multi-driver operating models, scenario and sensitivity analysis, and headcount planning models.
• Strong proficiency in NetSuite and at least one BI tool (Looker, Tableau, or Power BI).
• Comfort with Rippling or similar HRIS is a plus.
• Strong commercial instincts: explain what variance means for the business and recommend actions.
• Highly organized and reliable; business partners, the CFO, and the CEO depend on timely, accurate delivery.
• Bachelor’s degree in Finance, Accounting, Economics, or related.
• MBA, CFA, or CPA is a plus but not required.

Preferred Qualifications

• Investment banking, private equity, or M&A advisory background.

Compensation & Benefits

Compensation

• Standard base pay range: $136,000.00 to $184,000.00 annually.
• Offers are typically anchored at the mid point ($160,000.00).
• Total compensation includes equity, medical, dental, vision, and other benefits.
• Base pay is dependent upon factors including financial budgets, work experience, training, transferable skills, business needs, and market value.
• Base pay salary ranges are subject to change and may be modified in the future.
• Two US pay ranges are referenced: a standard range and a standard +1 range for areas with higher cost of labor, such as NYC and California.

Benefits Package

• Healthcare coverage for medical, dental, and vision (90% covered by the company, including dependents). Pets coverage is also available.
• Take-as-much-as-you-need vacation policy & flexible working hours.
• One week-long company wide winter slow down.
• 3 Volunteer Days Off (VTOs).
• WFH stipend to set up your home office.
• Charity donation match up to $100.
• Professional and career growth support, including dedicated programs, coaching, tools, resources, and an individual learning stipend.
• Team in-person time via company off-sites and local gatherings (included through Shippos Everywhere).

Location

• US roles can be based anywhere in the US except: Delaware, Nevada, Ohio, Oregon, Hawaii, New Mexico, and West Virginia.
• Many roles can be based internationally.
• For locations outside of the US and Ireland, employment contracts are powered by Rippling.

Application Accommodations

If you need assistance or a reasonable accommodation during the application and recruiting process, contact the accommodations team.