Manager (or Sr. Manager) of Strategic Finance

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. This role partners with cross-functional teams to provide insights that support strategic decision-making and the organization’s financial goals.

Department: Finance

Location: US - Remote (100% remote)

Reporting to: Chief Financial Officer

Pay Range: Base salary $130 - $160K + Annual Bonus

Final compensation will be determined based on skills, experience, and qualifications.

Preferred candidate locations (not required):

• 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 to organizational objectives.
• Forecasting and Analysis: Produce accurate, timely financial forecasts to support leadership decisions; conduct variance analysis and track key drivers of financial performance.
• Strategic Financial Support: Provide executive-level financial modeling and analysis to support strategic decision-making; deliver data-driven insights to optimize financial performance.
• Management Reporting: Create regular financial reports for executive leadership and other stakeholders (board & lender); build dashboards and prepare 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 in collaboration with executive leadership.
• Risk Management: Identify financial risks, implement mitigation strategies, and monitor market trends for impact to performance.
• M&A Support: Assist with financial modeling, due diligence, and evaluation of potential M&A opportunities alongside 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
• Experience working within a private equity-backed company, including understanding the fast-paced, results-driven environment and scalability goals 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

• Base salary $130 - $160K + Annual Bonus
• 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
• Eligibility requirements apply to benefits.

Location & Work Style

• This role is 100% remote.

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.