Manager, Strategic Finance - Planning Systems

Overview

This role is responsible for building and evolving the architecture behind consolidated planning and reporting cycles. Reporting to the VP, FP&A, you will design how inputs across FP&A pillars flow into a coherent, system-based corporate view that supports decisions by senior leadership, the executive team, and the Board.

This is a hands-on, individual-contributor position combining strong financial and business acumen with deep experience in planning tools and finance transformation.

Responsibilities

• Own the consolidated planning and reporting engine behind the annual operating plan, long-range plan, and monthly/quarterly forecast cycles, including data intake, consolidation, and on-time delivery of outputs reviewed by senior leadership; evolve it into a scalable, system-based architecture
• Serve as the functional and technical owner of the financial planning platform (e.g., evaluating EPM tools), leading design, implementation, enhancement, administration, and team enablement
• Own the planning systems roadmap end-to-end, including prioritization, UAT, governance, and change management
• Drive finance transformation projects that improve automation, standardization, and simplicity across planning and reporting workflows, including embedding AI where it raises analytical quality and reduces manual effort
• Design data flows and integrations connecting the planning platform to the ERP, data warehouse, and BI stack; partner with Accounting, Data Engineering, and Analytics on architecture
• Produce executive-facing financial deliverables, including the Weekly Business Review, monthly OpEx review, and quarterly Board and Audit Committee materials; build dashboards and reporting that surface KPIs and business insights with minimal manual assembly
• Partner with category, marketing, and ops finance counterparts to standardize how inputs are gathered, pressure-tested, and consolidated into a single corporate view
• Establish best practices across systems controls, data governance, and planning process documentation

Requirements

• B.S. in Finance, Accounting, Economics, or equivalent experience
• 6+ years of progressive experience spanning strategic finance / FP&A and finance systems or finance transformation roles
• Strong financial and business acumen, including command of P&L mechanics, budgeting, forecasting, and the consolidation mechanics behind a company-wide planning cycle
• Hands-on experience implementing, administering, or owning an EPM / planning platform (Anaplan, Pigment, Adaptive, Planful, or similar), including model design and integrations
• Demonstrated success leading a finance transformation initiative end-to-end, standing up or materially scaling planning systems and automated reporting—not just contributing components
• Ability to manipulate large datasets and translate them into clear, structured, decision-ready outputs
• Strong project management instincts, with the ability to run multiple workstreams simultaneously
• Excellent written and verbal communication, bridging technical and non-technical audiences (from system administrators to the executive team)
• Highly organized and detail-oriented, with a bias toward action in ambiguous, fast-changing environments
• Track record of leveraging AI and automation to improve finance workflows

Preferred Qualifications

• Proficiency with SQL and experience with BI tools (Looker, Amplitude); NetSuite or similar ERP integration experience
• Experience at a high-growth public company (recent IPO) or late-stage startup (Series C+) that has scaled through significant revenue and organizational growth
• Exposure to a public company's external reporting cycle (Board, Audit Committee, earnings/guidance)

Compensation & Benefits

• Competitive salary & equity compensation for full-time roles
• Unlimited PTO, company holidays, and quarterly mental health days
• Comprehensive health benefits including medical, dental & vision, and parental leave
• Employee Stock Purchase Program (ESPP)
• 401k benefits with employer matching contribution
• Offsite team retreats

Additional Information

• Reasonable accommodations are available for qualified individuals with disabilities and disabled veterans in the job application process.
• The employer considers qualified applicants without regard to protected status, including disability.