Manager, Financial Planning & Analysis

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Posted Sep 2, 2026

Remote · US · ask about Worldwide Full Time

Est. $105K – $140.5K/yr

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Overview

The organization is seeking a Manager of Financial Planning & Analysis (FP&A) to lead financial strategy, reporting, and operational excellence. This role advances enterprise-wide financial planning and reporting, develops and monitors key growth and performance metrics, and serves as a strategic partner to executive leadership and the Board of Directors.

The position also oversees strategy and management of the company’s financial systems, including Workday Adaptive Planning, to ensure financial data infrastructure supports scalable growth, efficient reporting, and informed decision-making.

Responsibilities

Enterprise Reporting & Consolidation

Lead the end-to-end process for enterprise financial consolidation across all business units and geographies, ensuring accuracy, timeliness, and consistency.
Develop, maintain, and automate standardized management and operational reporting to support executive visibility, forecasting accuracy, and decision support.
Drive continuous improvement of reporting processes and analytics to enhance insight generation and forecasting precision.
Collaborate with the Accounting organization to align on close processes, reporting timelines, and variance explanations.

Leadership and Board Reporting

Own preparation and delivery of all monthly, quarterly, and annual reporting packages for executive leadership, the CEO, and the Board of Directors.
Develop clear, data-driven narratives and visuals that communicate company performance, key trends, and strategic initiatives.
Partner with the CFO and senior finance leadership to manage the Board and Investor reporting calendar, including ad-hoc analysis and presentations for Thoma Bravo and other stakeholders.
Support quarterly business reviews (QBRs), board meetings, and investor updates by producing dashboards, forward-looking performance summaries, and performance against strategic priorities.

Financial Planning & Strategy

Oversee and continuously improve budgeting, forecasting, and long-range planning processes across the enterprise.
Establish and monitor key growth metrics, including SaaS performance indicators (ARR, churn, CAC, LTV, etc.), to support data-driven decision-making.
Provide strategic financial analysis and scenario modeling to guide short- and long-term growth strategies, investment opportunities, and organizational efficiency.
Serve as a strategic finance partner to functional leaders, providing actionable insights and financial guidance to drive performance and accountability.

Systems & Process Ownership

Lead administration and enhancement of Workday Adaptive Planning and related financial systems, ensuring system integrity, scalability, and integration with ERP and CRM platforms.
Develop and implement standardized FP&A processes, reporting templates, and best practices across all finance functions.
Drive automation and efficiency in data management and reporting workflows.

Leadership & Team Development

Manage and mentor a high-performing FP&A team, fostering professional growth and promoting analytical excellence.
Champion a culture of collaboration, transparency, and continuous improvement within the finance organization.

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Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
7+ years of progressive FP&A experience, ideally within a SaaS or technology-based organization.
Proven expertise in financial reporting, consolidation, and planning, including experience preparing materials for executive leadership and Boards of Directors.
Advanced experience with Workday Adaptive Planning (or similar tools) and strong understanding of ERP and data integrations.
Deep knowledge of SaaS financial metrics, business models, and unit economics.
Demonstrated success managing and developing teams in a fast-paced, private equity–backed environment.

Preferred Qualifications

Experience supporting investor relations, capital planning, or strategic finance initiatives.
Exposure to automation and analytics tools (Power BI, Tableau, SQL) for enhanced reporting.
Strong executive presence and ability to communicate complex financial insights clearly and persuasively.

Compensation & Benefits

Salary range (Canada)

$100,000–130,000 CAD annually

Salary range (USA)

$105,000–140,500 USD annually

Compensation for this role will be determined based on relevant experience, qualifications, skills, geographic location, and market considerations.

In addition to base compensation, eligible employees may be offered other forms of compensation such as bonuses and commissions. The anticipated compensation range for this position is: