Financial Planning & Analysis Manager

Overview

This role is responsible for financial planning, analysis, and decision support for the Managed Services and Professional Services organizations. You will partner with senior leadership to shape capacity planning, optimize margins, and influence investment decisions that impact how services are delivered.

Responsibilities

• Serve as the primary financial advisor to Managed Services and Professional Services leadership by building trusted relationships, surfacing insights, challenging assumptions, and guiding resource allocation and delivery investment decisions.
• Build and maintain workforce capacity models to optimize headcount planning, billable utilization targets, and productivity benchmarks; own resource demand forecasting in partnership with delivery leadership.
• Own the end-to-end budgeting, forecasting, and long-range planning process for the services portfolio, ensuring alignment between capacity, backlog, and financial goals while identifying margin improvement opportunities.
• Evaluate project and engagement-level profitability; track gross margin trends by service line.
• Develop financial frameworks to guide pricing decisions and measure return on delivery investment.
• Provide executive-ready reporting, including presentations, variance explanations, and data analysis (ARR, services revenue, utilization rates, margin by engagement) to support business reviews and performance management. Use AI tools where appropriate to improve efficiency and insight quality.
• Partner with Accounting and cross-functional teams to ensure consistency between budgets, forecasts, and reported financials, and maintain data quality and accuracy across key systems.
• Project manage monthly Operational Review and Board reporting processes to ensure deadlines are met and the narrative behind the numbers is clearly communicated.

Requirements

• Strong financial planning and analysis skills demonstrated through prior work or education.
  • Bachelor’s in Business, Finance, Economics, Accounting, or equivalent experience preferred
  • MBA a plus
• Financial planning and analysis experience, ideally in Private Equity-backed SaaS or technology services companies with a mix of recurring and project-based revenue.
• Understanding of SaaS and services metrics, including MRR, ARR, GRR, billable utilization, services gross margin, and backlog, plus forecasting and financial modeling best practices (assessed via work sample and conversation).
• Strong proficiency in Excel, including financial modeling, scenario analysis, and pivot tables.
• Hands-on experience with tools such as Adaptive, NetSuite, Salesforce, Tableau, Power BI, or similar platforms.
• Working knowledge of GAAP, particularly around revenue recognition (ASC 606) and project-based accounting.
• Ability to approach ambiguous problems methodically, structure analyses to uncover root causes, and translate findings into clear recommendations.
• Excellent verbal and written communication skills, with the ability to distill complex analyses into clear, actionable insights for stakeholders at all levels.
• Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire.

Preferred Qualifications

• Services P&L management, project cost accounting, or professional services automation (PSA) tool experience.
• Experience collaborating with international delivery teams.
• Comfort with AI-assisted workflows.

Compensation & Benefits

Benefits include:

• Global mentoring programs
• 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 company match
• Tuition reimbursement
• Volunteer time off and charitable giving match

Location

United States

Equal Opportunity Employer

The employer is an equal opportunity employer committed to providing an environment that celebrates diversity and equal employment opportunities. The employer does not discriminate 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 protected by law.