Financial Planning & Analysis (FP&A) Manager

Overview

This role involves leading and enhancing the financial planning and analysis (FP&A) function to support strategic insights and decision-making during a period of rapid growth.

Responsibilities

• Lead the development and management of sophisticated financial models to support company-wide forecasting, budgeting, and strategic planning.
• Provide strategic insights and recommendations through in-depth analysis of financial performance against key metrics and organizational goals.
• Oversee the preparation and delivery of executive-level financial reporting, including monthly, quarterly, and annual reports for senior leadership, the board of directors, and other stakeholders.
• Drive the annual budgeting process in collaboration with the CFO and leadership team.
• Monitor and report business and financial performance, identifying actionable opportunities to improve results and operational efficiency.
• Own the preparation and presentation of critical KPIs (e.g., ARR, retention rates, pipeline performance, sales efficiency) with detailed variance and trend analyses.
• Partner with go-to-market leadership to evaluate lead generation activities, bookings, pipeline data, and revenue forecasts, ensuring alignment with strategic objectives.
• Conduct financial due diligence and evaluate the financial impact of strategic initiatives, business opportunities, and investments.
• Manage ad hoc financial projects and analyses as required to support evolving business needs.

Requirements

• Bachelor’s degree in finance, accounting, or a related field.
• 5+ years of experience in FP&A, investment banking, or a related role, ideally within the software industry and with a PE-backed company.
• Proven expertise in financial modeling, forecasting, and variance analysis, with advanced knowledge of financial statements and U.S. GAAP principles.
• Mastery of Excel; experience with financial systems such as NetSuite or comparable tools is a significant plus.
• Strong presentation skills with the ability to influence and communicate effectively at all levels, including C-suite executives.
• Strategic thinker with a sharp analytical mind, able to identify trends, solve complex problems, and deliver actionable insights.
• Demonstrated ability to manage multiple priorities in a fast-paced environment while maintaining attention to detail and accuracy.
• Track record of process optimization and implementing best practices in financial planning and analysis.
• Experience working with cross-functional teams to drive business outcomes.

Compensation & Benefits

• Annual base salary range: $130,000 – $165,000, commensurate with experience and qualifications
• Annual bonus opportunity

Location

• Not specified in the provided description.

Equal Opportunity

The employer is an equal opportunity employer committed to diversity and inclusion in the workplace. Discrimination and harassment are prohibited based on race, color, sex, religion, sexual orientation, national origin, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.