Financial Planning & Analysis Manager
Overview
The organization is seeking an FP&A Manager to own revenue modeling and forecasting. This role enhances scalable analysis and forecasting processes, providing actionable insights to support business decisions.
Responsibilities
Own Revenue Forecasting
- Lead enterprise-wide revenue forecasting processes by developing scalable approaches, building stakeholder relationships, and delivering defensible financial projections
- Drive forecasting accuracy by developing models, validating assumptions, and ensuring alignment with strategic priorities
- Serve as a subject matter expert by advising stakeholders on forecasts, results, and related key performance indicators
- Prepare executive-level reporting materials and deliver insights for senior leadership and board discussions
- Conduct scenario analysis and modeling to support strategic decision-making
- Collaborate with accounting and finance teams to align forecasts, actuals, and reporting
Deliver Insights through Data Analysis
- Analyze complex financial and operational data to identify trends, risks, and opportunities impacting performance
- Monitor performance trends across customer cohorts, third-party partner revenue, and key market segments to uncover growth opportunities
- Provide financial insights to leadership by challenging assumptions and influencing strategic decisions
- Ensure financial data integrity by validating inputs, reconciling systems, and proactively identifying risks
Drive Process Improvement
- Develop and enhance advanced financial models using automation, scalability, and predictive capabilities
- Identify inefficiencies and implement scalable solutions to improve FP&A processes
- Lead development of AI-led processes to drive efficiencies
Requirements
- 8+ years of experience in financial planning and analysis, corporate finance, or related roles, with demonstrated expertise in enterprise forecasting and strategic financial analysis
- Advanced expertise in financial modeling, forecasting, and planning processes
- Deep expertise in Excel and FP&A tools such as Adaptive, or other similar tools
- Ability to synthesize complex financial and operational data into strategic insights
- Strong business acumen and ability to influence senior stakeholders
- Experience leading planning and forecasting processes
- Excellent analytical and problem-solving skills with conceptual thinking
- Effective executive-level communication and presentation skills
- Ability to operate independently and drive cross-functional alignment
- Self-motivated, curious, and focused on continuous improvement
Preferred Qualifications
- Experience in SaaS or financial technology environments
- Experience modeling and forecasting revenue and related KPIs (ARR, NRR, etc.)
- Strong attention to detail and proficiency managing and synthesizing large, complex data sets
- Experience improving processes through automation or system enhancements
Compensation & Benefits
- Salary range: $124,000 - $155,000
- 401(k) with employer match
- Unlimited paid time off
- Remote-first environment
- Additional benefits as applicable
Location
Remote-first environment: most roles can be remote in the US, except for key roles that will be indicated in the Job Title.
Work Authorization: The employer cannot offer employment sponsorship at this time. Candidates must be eligible to work in the US for full-time employment.
Pay Transparency: As of January 1, 2023, new states and locales have enacted pay equity laws that require more pay transparency by employers in the following states: California, Colorado (effective January 1, 2021), Connecticut, Maryland, Nevada, New Jersey, New York, Ohio, Rhode Island and Washington.
Equal Opportunity Employer
The employer is an Equal Opportunity Employer and prohibits discrimination and harassment of any kind. Employment decisions are based on business needs, job requirements, and individual qualifications, without regard to protected characteristics under applicable law.