Senior Financial Planning & Analysis Manager

Overview

This role is Remote, United States.

The organization is seeking a Senior Financial Planning & Analysis (FP&A) Manager to serve as the finance partner to Engineering and Product organizations. This position owns the financial view of how SaaS products are built, hosted, and delivered—from R&D investment and cloud/data center infrastructure to consumption-based AI costs and product-level margins—ensuring tight timelines, high-quality reporting, and decisions grounded in unit economics.

Responsibilities

Engineering & R&D Financial Partnership

• Serve as primary finance partner to Engineering, Product, and Technical Operations leadership, translating technical roadmaps into financial plans and trade-offs
• Own R&D and Engineering budgeting and forecasting (headcount, contractors, tooling, and vendor spend)
• Build business cases and ROI for build-vs.-buy, vendor rationalization, and migration decisions
• Support software capitalization analysis with Accounting and track engineering efficiency metrics (e.g., R&D as a percent of revenue, cost per engineer)

Cost of Sales & Hosting Cost Management

• Separate and forecast cost of sales vs. operating expense—including hosting, third-party software, support, and professional services—in line with GAAP and company policy
• Own hosting and cloud cost models (public cloud, colocation, and data centers), including usage drivers, reserved capacity, and commit utilization
• Analyze infrastructure spend by service, product, and customer segment; drive optimization with Engineering/FinOps
• Support month-end accruals with Accounting

Infrastructure Contracts, Capacity & Data Center Strategy

• Model infrastructure vendor contracts (cloud, CDN, colocation, network, hardware leases), including commits, tiered pricing, true-ups, overage exposure, and renewals
• Build capacity and build-out models for new infrastructure and data center footprints, including capex vs. opex, depreciation, lease accounting, and payback
• Evaluate owned/colocated data centers vs. public cloud, including migration costs, dual-running periods, and steady-state savings

AI & Consumption-Based Cost Modeling

• Model consumption-based AI and platform costs, including token-based pricing (input/output, model tier, caching), GPU/compute, and inference costs
• Build driver-based forecasts linking customer adoption and per-unit cost to total spend; assess the margin impact of AI features to inform pricing and packaging
• Establish unit-cost metrics (e.g., cost per token, transaction, active user, or tenant) and reporting cadence to monitor them

Product Margin & Cost Allocation

• Build and maintain product-level P&Ls and gross margin analyses combining SaaS subscription revenue with direct and allocated costs
• Design and document allocation methodologies for shared costs (hosting, support, R&D, IT, and Facilities) using drivers such as census, headcount, usage, and customers/users, for forecasting and GAAP P&L reporting
• Calculate per-user and per-customer cost to serve; analyze profitability by product, segment, and cohort to inform investment, pricing, and sunset/migration decisions

Financial Planning, Reporting & Process Improvement

• Manage annual budget and quarterly forecast cycles for a private-equity-owned SaaS company, aligning plans to organizational goals and strategic initiatives
• Ensure the accuracy and integrity of financial reporting, leveraging advanced Excel-based modeling and rigorous data analysis to produce actionable insights
• Prepare monthly, quarterly, and annual Board of Directors (BOD) and CFO reports highlighting engineering cost, hosting, and gross margin KPIs
• Develop P&Ls, finance slides, and quarterly business review (QBR) decks for Engineering and Product leadership with budget-vs.-actual variance commentary
• Identify risks and opportunities and provide recommendations to senior management
• Drive automation and process efficiency, including data pipelines and dashboards connecting cloud billing, usage telemetry, and general ledger data
• Support other FP&A managers by automating tasks and analyses

Cross-Functional Collaboration

• Collaborate with Accounting, Tax, Treasury, Procurement, and Legal to ensure GAAP and policy compliance
• Contribute to strategic planning on infrastructure investment, platform strategy, and product profitability

Financial Planning System Support (Oracle PBCS)

• Manage and maintain Oracle Planning and Budgeting Cloud Service (PBCS) processes, including data integration, model configuration, user access, and reporting templates
• Provide expert-level troubleshooting in partnership with the CSOD IT team and optimize workflows for planning efficiency and usability

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field or experience
• 7+ years of corporate FP&A experience, ideally supporting Engineering, Technical Operations, or Product organizations in a SaaS or technology company; accounting experience is a strong plus
• Strong understanding of SaaS economics, including gross margin, cost of sales classification, unit economics, and cost to serve
• Experience modeling cloud, hosting, or infrastructure costs and familiarity with cloud pricing constructs (commits, reserved capacity, usage-based pricing)
• Experience building cost allocation models and product-level P&Ls, with a solid accounting foundation—including GAAP cost classification (cost of sales vs. opex), capex vs. opex, depreciation, lease accounting, and software capitalization—and the ability to partner closely with Accounting
• Advanced Excel proficiency (complex models, pivots, Power Query/Power Pivot, dashboards) and strong experience with Oracle and SmartView
• Hands-on experience administering Oracle PBCS as a system owner, including troubleshooting with IT
• Strong data analysis orientation; ability to extract, transform, and analyze large datasets (e.g., cloud billing and usage data) using SQL, Python/R, and tools such as Power BI/Tableau
• Excellent communication skills; ability to explain financial concepts to technical audiences and technical concepts to finance and executive audiences
• Ability to collaborate in a fast-paced environment and manage tight deadlines; prior experience managing or mentoring team members is a plus
• Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment; consideration for privacy and security obligations

Preferred Qualifications

• Advanced degree or certification (e.g., CPA, CMA, MBA)
• Experience leading headcount planning and system uploads
• Experience maintaining constant-currency reporting using Excel and PBCS
• Experience overseeing monthly vendor reporting and providing entity-level forecasts to support Tax and audit needs
• Experience with FP&A consolidation, including consolidating inputs from multiple business partners into a single forecast
• Experience providing user training and enablement to promote self-service reporting and system adoption

Compensation & Benefits

• BASE salary range: 122300 - 195700 USD
• Compensation package may also include annual bonuses, short- and program-specific awards depending on the role, and a comprehensive benefit offering
• Starting salary depends on job-related factors including education, training, experience, certifications, location, business needs, and market demands; range is based on a full-time position and may be adjusted in the future

Equal Employment Opportunity

Equal Employment Opportunity is a fundamental commitment and applies to all qualified applicants regardless of protected characteristics as provided by applicable Federal, State, or Local fair employment laws. If you need an accommodation due to a disability or special need, request support through the provided accommodations process.