Senior FP&A Manager

Overview

A leading organization in identity security is seeking a Senior FP&A Manager to join their Finance team. This role serves as a key business partner supporting the Research & Development (R&D) organization and the Chief Product Officer (CPO). It is a high-impact position within a lean, collaborative finance team, focused on financial planning, forecasting, and strategic decision-making related to the product and platform roadmap.

Responsibilities

Business Partnership & Strategic Finance

• Support the Senior Director, Finance in partnering with the CPO and R&D leadership (Engineering, Product, Design) by providing financial guidance on investment decisions, headcount planning, and operational priorities.
• Own assigned workstreams within the R&D partnership end-to-end, ensuring quality, accuracy, and timeliness.
• Proactively identify financial insights, risks, and opportunities, delivering analysis and recommendations to enable faster, better decisions.
• Prepare high-quality materials for leadership and executive reviews, translating complex financial and operational data into clear narratives.
• Evaluate ROI and financial discipline on strategic initiatives, partnering with R&D leadership to assess returns, track KPIs, and recommend course corrections.
• Support Pricing & Packaging initiatives through financial modeling and analysis related to solution pricing strategy and go-to-market economics.

Financial Planning & Forecasting

• Lead the annual operating plan (AOP) and monthly/quarterly forecast processes for the R&D organization, aligning with company-wide objectives.
• Build and maintain financial models to evaluate strategic investments, including vendor/tooling decisions and infrastructure spend.
• Manage R&D headcount planning and budgeting cycles to align human capital investments with product strategy and growth goals.
• Conduct rigorous variance analyses (actuals vs. plan/forecast) and implement strategies to optimize operational expenses.
• Own and maintain cloud hosting cost forecasts in partnership with Cloud Engineering, tracking spend drivers and surfacing cost trends or anomalies.

Reporting, Performance & Insights

• Develop scalable reporting and analytical frameworks to improve financial transparency and decision-making across Engineering, Product, and Finance leadership.
• Deliver monthly and quarterly financial analyses with variance commentary, highlighting key issues, risks, and actionable insights.
• Collaborate with Accounting to ensure accurate and timely close reporting, providing variance narratives and strategic recommendations.

Process Improvement & Systems

• Identify and lead improvements in financial planning processes, systems, and controls, leveraging AI and automation to enhance forecasting accuracy.
• Contribute to FP&A-wide process improvements, including adoption of planning and reporting tools.
• Promote data-driven decision-making and analytical rigor across Finance and R&D.

Requirements

Experience

• 8+ years of progressive experience in FP&A, Strategic Finance, investment banking, accounting, or related fields with demonstrated career growth.
• Direct experience supporting technical or R&D organizations (Engineering, Product, Design) preferred.
• Prior experience at a high-growth SaaS company preferred; familiarity with SaaS metrics such as ARR, GRR, NRR, Bookings, Renewals, and CLV is a strong plus.
• Experience managing financial planning cycles (AOP, quarterly forecasting, monthly close) and headcount in complex, matrixed environments.
• Exposure to pricing and packaging strategy in SaaS, including financial modeling for pricing tiers and monetization tradeoffs, is a plus.

Skills & Capabilities

• Strong financial modeling skills with advanced Excel proficiency.
• Exceptional communication and executive presence, able to influence senior leaders with clear, structured storytelling and financial recommendations.
• Analytical problem-solver comfortable with ambiguity, connecting financial outcomes to operational drivers, and delivering actionable insights from large datasets.
• Collaborative, low-ego working style with ability to build trust and work effectively across cross-functional teams.
• Strong attention to detail, ownership mindset, and ability to manage multiple priorities in a fast-paced environment with minimal oversight.
• Active user of AI tools (e.g., Claude, ChatGPT, Copilot) to accelerate analysis, automate tasks, and improve financial deliverables.

Preferred Qualifications

• Experience with financial planning and reporting systems such as Workday Adaptive.
• Experience with ERP or accounting systems like NetSuite and close collaboration with Accounting for month-end close.
• Familiarity with data and BI tools (e.g., Power BI) and/or basic SQL skills.

Education

• Bachelor’s degree in Finance, Accounting, Economics, Business, or related field required.
• MBA, CPA, or equivalent advanced degree is a plus.

Compensation & Benefits

The organization offers competitive salaries, a meaningful bonus program, and comprehensive benefits including healthcare insurance, pension/retirement matching, life insurance, employee assistance programs, paid time off, and company holidays.

Location

Not specified.

Additional Information

The employer is an Equal Opportunity and Affirmative Action employer, prohibiting discrimination and harassment based on race, color, religion, age, sex, national origin, disability, genetics, veteran status, sexual orientation, gender identity or expression, or any other protected characteristic.

Employment is contingent upon successful completion of a criminal background check, education verification, and employment verification. Publicly posted social media sites may also be reviewed as part of the hiring process.