Senior Manager, Corporate Financial Planning and Analysis

Overview

This hands-on FP&A role is designed for an experienced finance professional who enjoys modernizing planning and reporting processes in a complex, PE-backed software environment.

Reporting to the SVP of FP&A, the role coordinates the annual operating plan, builds and administers the company’s financial planning software (currently NetSuite Planning and Budgeting), and plays a central part in the monthly close-to-report cadence—connecting accounting results to business decision-making.

The position also owns key lender and investor reporting workstreams, three-statement modeling, and cash forecasting, and leads 1–2 Financial Analysts.

Responsibilities

Financial planning & forecasting

• Coordinate the annual operating plan process, including building timelines and templates, gathering inputs across departments, and carrying the plan through executive review and finalization in the planning system
• Support rolling forecasts, reforecasts, and long-range planning; maintain driver-based models linking operational assumptions to financial outcomes
• Build scenario and sensitivity analyses to help leadership evaluate trade-offs related to cost structure and resource allocation
• Track actuals versus plan monthly and flag emerging variances to the SVP of FP&A and business owners

Planning systems & financial planning software administration

• Design, implement, and administer the company’s financial planning software (currently NetSuite Planning and Budgeting) as the primary FP&A planning tool, including model structure, workflows, and user access
• Serve as the internal subject-matter expert for the financial planning software; troubleshoot issues and train finance and business users
• Continuously improve planning system design to reduce manual work and improve reliability of forecasts and reporting
• Benchmark FP&A tools, reporting practices, and process design against external standards and internal improvement priorities to modernize the function

Monthly close, accounting partnership & results inspection

• Own the monthly close calendar from an FP&A perspective, coordinating timing and deliverables between FP&A and Accounting
• Partner with Accounting throughout the close process to understand and inspect results, resolve open questions, and ensure management reporting ties to the general ledger
• Support the monthly close book and management reporting package, helping ensure figures reconcile end-to-end across all sections
• Help identify and resolve data discrepancies between source systems and what appears in management reporting

Financial modeling & cash forecasting

• Build and maintain three-statement financial models (P&L, balance sheet, cash flow) that tie cleanly and flex with changing assumptions
• Own a forward-looking cash forecasting process, including monthly liquidity views and scenario analysis around key cash events, in partnership with FP&A, Accounting, and other cross-functional leaders
• Translate operating plans and forecasts into cash flow impact for lender and investor reporting

Lender, investor & board reporting

• Own defined workstreams within the quarterly lender reporting package and the PE sponsor’s management reporting package, including KPI dashboards, variance analysis, and supporting schedules
• Support preparation of board reporting materials, aggregating business commentary into clear, consistent narratives for lender, investor, and board audiences
• Respond to ad hoc requests from the PE sponsor, lenders, or other stakeholders and contribute to cross-functional finance initiatives as needed

Requirements

• 6–8 years of progressive FP&A experience, including direct exposure to a PE-backed or investor-reporting environment
• Experience administering an FP&A planning tool such as NetSuite Planning and Budgeting, Adaptive Planning, Anaplan, or equivalent; hands-on administration experience strongly preferred
• Solid understanding of the monthly close process and demonstrated ability to partner effectively with Accounting
• Working knowledge of three-statement financial modeling and cash flow forecasting
• Familiarity with lender or investor reporting concepts (KPI dashboards, variance narratives, compliance schedules); direct ownership experience is a plus, not a requirement
• Strong Excel modeling skills; comfort with ERP (NetSuite preferred) and BI tools (Power BI or Tableau)
• Strong written and verbal communication skills, with the ability to translate financial detail into clear narratives for varied audiences
• Bachelor’s degree in Accounting, Finance, or a related field
• AI-forward mindset: comfortable using AI tools (e.g., Copilot, ChatGPT/Claude, or similar) to automate reporting, accelerate analysis, and improve modeling work; genuinely curious about applying AI as a force multiplier
• Experience in a subscription software or multi-product revenue environment
• Prior experience managing or mentoring junior finance team members
• Exposure to ARR or recurring-revenue reporting concepts

Preferred Qualifications

• MBA, MSF, or CPA (or progress toward)
• Familiarity with Python or SQL for data extraction and automation

Compensation & Benefits

• Pay range: $140,446 - $210,670 USD

Reporting Structure

• Reports directly to the SVP of FP&A
• Leads 1–2 Financial Analysts
• Works closely with Accounting, the CFO, and other executive leaders

Location

• Location not specified in the provided job description