FP&A Manager

Overview

This role is an FP&A Manager position within the Finance team, part of the Shared Services organization that supports multiple business units. You will be a senior member of a small, high-visibility FP&A team, owning planning, forecasting, and analysis for one or more business units. The role partners closely with GMs and functional leaders and provides financial outputs used for executive reporting and board-level materials.

Responsibilities

• Own business unit-level planning and forecasting, including:
  • Annual budget
  • Quarterly reforecasts
  • Monthly outlooks
  • Clear bridges from budget to forecast to actuals
• Partner with business leaders and act as the finance voice to Department Leads (Sales, Services, Product), translating drivers (bookings, renewals, headcount, pricing) into P&L and cash impact
• Support monthly close and reporting by:
  • Reviewing actuals
  • Driving flux and BvA commentary
  • Working with Accounting to resolve variances and classification questions
• Support and maintain operating models, including:
  • Bookings and ARR
  • Headcount and compensation
  • Revenue and billings
  • EBITDA-to-cash flow bridges
• Prepare Board and sponsor materials by producing accurate, concise, numbers-first analysis for quarterly Board packs and ad hoc sponsor requests
• Support M&A and strategic initiatives, including:
  • Data translation
  • Integration planning
  • Pro forma financial reporting for acquisitions
• Contribute to planning-system transformation, including defining processes, templates, and reporting as the organization moves from Excel to PBCS
• Use AI tools to speed up analysis, commentary, reconciliation, and reporting, and help build repeatable, well-controlled workflows

Requirements

• 5+ years of progressive FP&A experience, ideally in SaaS or software, with 2+ years in a manager or senior analyst role with meaningful ownership
• Strong command of software metrics, including:
  • ARR
  • Bookings/ACV
  • Renewals and churn
  • Billings
  • Deferred revenue
• Advanced Excel modeling skills, including the ability to build a driver-based model from scratch and explain every tab
• Hands-on experience with NetSuite (or comparable ERP) for actuals, reporting, and data pulls
• Hands-on experience with Salesforce for pipeline, bookings, and renewals data
• Proven cross-functional partnership with Sales, Accounting, HR, and executive leadership
• Clear, concise communicator who can brief a CFO or Board member in a few sentences and support it with detail
• Bachelor’s degree in Finance, Accounting, Economics, or a related field

Preferred Qualifications

• Experience in a PE-backed environment, including sponsor reporting and lender or Board deliverables
• Experience with M&A, including diligence support, integration, and pro forma modeling
• Familiarity with multi-entity, multi-currency reporting
• Demonstrated use of AI in finance workflow

Compensation & Benefits

• Not specified in the provided description.

Location

• United States work authorization required. Applicants must be authorized to work in the United States.