Financial Planning & Analysis Manager

Overview

This role leads financial planning, forecasting, and analysis across the organization’s global locations. Responsibilities include monthly, quarterly, and annual financial reporting, budgeting, and forecasting, including reporting to a public parent company. The Manager partners with business leaders to define and track key metrics that drive decisions, and uses AI and automation to improve the speed and accuracy of reporting, forecasting, and analysis. The position manages and develops the finance team and reports to the VP of Finance.

Responsibilities

• Build and sustain a high-performing team by setting clear expectations, maintaining consistent performance standards, and supporting productivity through continuous change.
• Develop talent by creating an environment with ongoing, specific feedback; align development to organizational needs; encourage curiosity and experimentation.
• Deliver complete, accurate, and timely finance work using sound judgment, accountability, and an ethical standard.
• Redesign team workflows to advance AI-enabled processes, including changes to workflows, role expectations, and performance standards.
• Prepare internal monthly, quarterly, and annual financial statements and reporting to the public parent company within tight deadlines, using automation and AI tools.
• Interpret and analyze financial statements to satisfy multinational and multicurrency requirements.
• Oversee budgeting and forecasting for each global location, leveraging AI-enabled tools to improve forecast accuracy.
• Conduct detailed financial statement analysis and create summaries.
• Coordinate the month-end and year-end close processes.
• Analyze cash flow, cost controls, and expenses; report trends to business leaders and provide recommendations.
• Create key dashboards and/or financial summaries as needed to surface trends and insights.
• Evaluate and implement Financial Planning & Analysis best practices, including automating manual processes and adopting AI tools.
• Assist with and/or lead special projects to implement and improve global financial strategies.
• Train, mentor, and act as a resource to team members and cross-departmental colleagues on financial questions.

Required Qualifications

• Experience with Generally Accepted Accounting Principles and understanding of International Financial Reporting Standards (IFRS).
• Understanding of software revenue recognition guidance and the ability to interpret and apply principles to business operations, particularly for Subscription and SaaS products.
• Working knowledge of financial systems, processes, and controls.
• Experience with financial modeling and reporting.
• Clear written and verbal communication skills, including explaining financial results to non-finance colleagues.
• Familiarity with all Microsoft Office Suite applications; advanced Microsoft Excel skills required.
• Ability to prepare clear, executive-ready presentations in PowerPoint.
• Proven ability to work cross-functionally and globally.
• Ability to prioritize tasks and execute efficiently and independently in a deadline-driven environment.
• Must comply with and pass initial background check and drug screening, as well as subsequent background checks, drug screenings, and vaccine requirements as required by customer contracts.
• Ability to follow company policies, procedures, and system usage practices.
• Must have unrestricted work authorization in the United States.

Preferred Qualifications

• Working knowledge/experience with Salesforce.
• Working knowledge/experience with NetSuite and Workday Adaptive Planning.

Education and Experience

• Bachelor’s degree in Accounting, Business, or Finance and at least 5 years of relevant working experience, OR a combination of education and experience totaling at least 9 years from which comparable knowledge and skills are acquired.

Physical Requirements / Working Conditions

• Ability to remain seated at a desk for extended periods during the workday.
• Frequent use of standard office equipment such as computers, keyboards, headsets, and webcams.
• Occasional light lifting (up to 10 lbs) may be required for home office equipment setup or maintenance.
• Occasional travel may be required for team offsites, client meetings, or company events (typically less than 10%).

Supervision

• Reports directly to the VP of Finance.
• Responsible for leading and managing a team.

Compensation & Benefits

• Salary Range: $129,150 - 157,819 (compensation determined based on education, experience, knowledge, skills, abilities, internal equity, and market data).
• Bonus: Full-time, non-sales employees are eligible for the annual bonus plan, which takes into account individual, group, and corporate performance.
• Benefits: Competitive benefits package including medical, dental, vision, basic life insurance, paid holidays, paid time off, and a 401(k) matching plan.

Equal Opportunity

This employer is required to notify all applicants of their rights pursuant to federal employment laws.