Financial Planning & Analysis Manager

Overview

This role involves owning the financial story behind Go-to-Market performance and translating financial results into clear narratives that support budgeting, forecasting, long-range planning, and executive/Board decision-making.

Responsibilities

• Own execution of monthly financial forecasts, annual budgets, and long-range planning activities, ensuring accuracy and alignment with business objectives.
• Lead monthly Operational Review and Board of Directors reporting processes, delivering GTM financial narratives around ARR, net bookings, revenue, and pipeline; translate drivers and risks into actionable insights for executives and the Board.
• Build and maintain integrated financial models and scalable processes that evolve with the business; leverage AI tools and technologies to enhance financial modeling, automate routine analyses, and accelerate insight generation.
• Partner with Accounting to maintain consistency between budgets, forecasts, and reported GAAP financials; collaborate with GTM and business leaders to align financial forecasts with strategic priorities and commercial realities.
• Support M&A integration initiatives with a focus on SaaS revenue metrics, ensuring acquired entities are brought into the forecasting and reporting framework.
• Partner with cross-functional teams to ensure data integrity across Adaptive, Keystone, NetSuite, and other key financial systems; lead ad hoc modeling to support strategic and operational initiatives as they arise.

Requirements

• Relevant experience in finance, business, economics, or accounting; Bachelor’s degree or equivalent experience preferred. MBA is a plus.
• Finance experience with demonstrated growth in scope and complexity, with significant time in FP&A, ideally within Private Equity-backed SaaS companies; deep, hands-on expertise in SaaS metrics (ARR, GRR, net bookings, billings, pipeline) and the commercial mechanics behind them.
• Owned revenue forecasts and independently crafted financial narratives for GTM leadership and executive/Board audiences.
• Ability to build integrated financial models and scenario analyses in Excel; hands-on experience with Adaptive, NetSuite, Tableau, and MS Office.
• Working knowledge of GAAP to ensure forecasts reconcile with reported results, and comfort working with AI tools to enhance productivity and analytical capabilities.
• Strong problem-solving, analytical, and critical-thinking skills, with excellent verbal and written communication abilities; ability to distill complex analyses into clear, actionable insights.
• Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire.

Preferred Qualifications

• MBA
• Experience with Private Equity-backed SaaS companies

Compensation & Benefits

• Global Mentoring Program
• AI Tools and Technology from Day 1
• Continuous Learning and Development
• Language Learning Support
• Global Employee Recognition Platform and Programs
• Global Parental Leave Policy
• Flexible Time-Off
• Comprehensive Health, Dental and Vision Insurance
• 401(k) with company match
• HSA with employer match
• Tuition Reimbursement
• Volunteer Time Off and Charitable Giving Match

Location

• United States

Equal Opportunity Employer

The employer is an equal opportunity employer and provides an environment that celebrates diversity, with equal employment opportunities available to all applicants and employees. No discrimination based on race, color, religion, national origin, age, sex, marital status, physical or mental disability, veteran status, gender identity, sexual orientation, or any other characteristic provided by law.