Manager (or Sr. Manager) of Financial Planning and Analysis

Overview

The organization is seeking a Manager (or Sr. Manager) of Financial Planning and Analysis (FP&A) to lead financial planning, budgeting, forecasting, and analytical processes. In this role, you will partner with cross-functional teams to provide insights that support decision-making and the organization’s financial goals.

• Reports to: Chief Financial Officer
• Pay Range: Base salary $130k - $160K + Annual Bonus
• Final compensation will be determined based on skills, experience, and qualifications.
• Work Location: 100% remote

While candidates may be located in other areas, preferred locations include:

• Raleigh, North Carolina
• Chicago, Illinois
• Boston, Massachusetts
• Minneapolis, Minnesota
• Charlottesville, Virginia

Responsibilities

• Financial Planning and Budgeting: Support the annual budgeting process with department heads; implement financial planning templates and procedures aligned with organizational objectives.
• Forecasting and Analysis: Prepare accurate, timely financial forecasts; conduct variance analysis and track key drivers of financial performance.
• Strategic Financial Support: Build financial models and perform analyses to support executive decision-making; provide data-driven insights to optimize financial performance.
• Management Reporting: Produce regular financial reports for executive leadership and other stakeholders (board & lender); create dashboards and presentations to communicate performance.
• Cross-Functional Collaboration: Partner with departments to understand financial needs; collaborate with accounting and other teams to support accurate financial reporting.
• Investment/Expense Management: Evaluate ROI and optimize spend with executive leadership.
• Risk Management: Identify financial risks, develop mitigation strategies, and monitor market trends for potential impact.
• M&A Support: Assist with financial modeling, due diligence, and evaluation of potential M&A opportunities with executive leadership.
• Other duties as assigned.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or related field
• 5+ years of experience in financial planning and analysis
• Proven experience in budgeting, forecasting, and financial modeling
• Strong analytical and strategic thinking skills
• Excellent communication and presentation abilities
• Proficiency in financial software and tools (e.g., Excel, Salesforce, QuickBooks)
• Ability to thrive in a fast-paced and dynamic environment

Preferred Qualifications

• 2+ years of experience in investment banking or private equity investing
• Prior experience in a private equity-backed company, including familiarity with a fast-paced, results-driven environment and scalability goals typically associated with PE ownership
• Prior work experience within a SaaS organization
• Python & financial automation: Experience using LLMs to design and build data pipelines, API integrations, and workflow automations across Finance and GTM tooling

Compensation & Benefits

Benefits are available once eligibility requirements are met:

• Flexible Time Off
• Volunteer Time Off
• Health Benefits: Medical, Dental, and Vision
• Health Savings Account (HSA) and Flexible Spending Account (FSA)
• Dependent Care FSA (DCFSA)
• 401k with Company Match
• Paid Parental Leave
• Company paid Short Term & Long Term Disability
• Company paid Life Insurance
• Monthly Work from Home Stipend
• Career Development Reimbursement Program

Equal Opportunity

The organization is an equal opportunity employer (M/F/D/V). Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.