Manager, Finance

Overview

This role involves owning R&D Finance reporting and planning processes, including SaaS margin analytics, Product P&Ls, and cloud/infrastructure cost allocation. You will also help stand up Anaplan as Finance’s primary planning and reporting platform for R&D Finance, manage a small team of analysts, and use AI-enabled tools to improve the speed, quality, and scalability of financial insights.

Responsibilities

• Own the end-to-end Anaplan BvA and quarterly forecast process for Product, Engineering, and Security/InfoSec, including:
  • Model design
  • Driver logic
  • Reporting views
• Build, enhance, and administer R&D Anaplan models (OpEx, COGS, headcount, and product economics), partnering with Finance Systems to ensure data quality and governance
• Lead SaaS margin analytics, including:
  • Margin views
  • SaaS COGS allocation methodologies
  • GM% management across products and platforms
• Maintain and refine Product P&Ls (ARR, revenue, COGS, OpEx, and EBITDA views), aligning to corporate LRP and Board reporting requirements
• Manage monthly and quarterly close for R&D cost centers and SaaS COGS, including:
  • Posting actuals
  • Preparing accruals and journal entries
  • Supporting the monthly close process in partnership with Accounting
• Own software capitalization (ASC 350-40) tracking, classification, and amortization schedules with Technical Accounting
• Design and oversee cloud infrastructure cost allocation between COGS and R&D OpEx using transparent, repeatable methodologies
• Lead PO approval routing and open PO tracking for R&D cost centers, partnering with Procurement and budget owners
• Support internal and external audit requests for R&D expense, capex, software capitalization, and allocations
• Lead and develop a team of two Finance analysts
  • Coordinate with peer Finance Managers across R&D Finance to align methodologies, close and forecast cycles, and ensure consistent reporting
• Apply AI tools (Claude, Aleph, etc.) to build dynamic reporting and reconciliation workflows that surface pattern-based insights for R&D leaders

Requirements

• 8+ years of progressive FP&A or corporate finance experience in a SaaS, software, or technology environment
  • Networking and/or Security experience is preferred
• Hands-on Anaplan experience (preferably Anaplan IFP/IFS), including model building and administration
  • Anaplan Model Builder certification is a plus
• Deep understanding of both License and Maintenance renewal dynamics (including hardware refresh cycles) and SaaS unit economics
  • Ability to translate recurring revenue models and SaaS margin analytics into Product P&Ls and Board reporting
• Demonstrated experience with month- and quarter-end close for OpEx and COGS, including accruals, journal entries, and reconciliations
• Working knowledge of software capitalization under ASC 350-40 for internal-use software development costs
• Experience allocating cloud infrastructure costs across COGS and R&D OpEx
• Strong Excel skills; comfort working with financial models and large data sets
• Comfort using AI tools (Claude, productivity assistants) responsibly to improve finance workflows and insight generation
• People leadership experience, including direct management
  • Focus on feedback, development, and upskilling
• Bachelor’s degree in any field
  • Encouraged to apply from diverse academic backgrounds with strong analytical and quantitative thinking

Preferred Qualifications

• Preferably with Networking and/or Security experience
• Anaplan Model Builder certification

Compensation & Benefits

• Base salary for this position: $127,200–$180,210 plus bonus or commission
• Benefits include:
  • Comprehensive health coverage
  • Generous PTO
  • Flexible work options
  • Learning opportunities, career-mobility programs, and leadership workshops
  • Sixteen paid volunteer hours each year
  • Global employee resource groups
  • Charity Giving Program supported by company match
  • Modern offices with EV charging and healthy snacks

Location

• Hiring applications are welcome from candidates across the United States.
• Fully remote for those located outside the Seattle and Santa Clara metro areas.
• Candidates based in the Seattle or Santa Clara areas will follow a hybrid schedule and work from the office on Tuesdays and Thursdays.
• Hiring decisions are based on qualifications, skills, and overall fit, not location.

Equal Opportunity

An equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, sexual orientation, national origin, genetic information, age, disability, veteran status, or any other legally protected basis.