Senior Manager, FP&A & Business Operations

Overview

This role serves as a strategic finance partner to the executive team and the GTM organization (Sales, Customer Success, Marketing, RevOps). You will own forecasting, planning, measurement, and decision-support—covering the operating model, annual plan, quota setting, and dashboards used to drive leadership decisions.

You’ll report to the VP of Finance & Operations and translate data into clear recommendations on where to invest, how to grow, and how efficiently the business operates.

Responsibilities

Forecasting, Planning & Modeling

• Own the company’s operating model and rolling forecast for revenue, headcount, opex, cash, and key SaaS metrics.
• Lead the annual planning and budgeting cycle, including quarterly re-forecasts, with leadership and department heads.
• Build models supporting product launches, pricing and packaging changes, new GTM motions, and other growth initiatives.
• Deliver monthly budget-vs-actuals and variance analysis with clear explanations of drivers.
• Run scenario and sensitivity analyses to inform hiring plans, investment decisions, and runway planning.

GTM & Revenue Partnership

• Partner with Sales, CS, and RevOps on targets, quota setting, territory and capacity planning, and compensation plan design.
• Track pipeline health, conversion, and bookings to improve reliability of topline projections.
• Own and report on core SaaS metrics.
• Model the impact of deal structures, discounting, and multi-year agreements on revenue and cash.

Executive Reporting & Insights

• Design and maintain dashboards and recurring reports for the executive team and department leaders.
• Prepare financial content for board meetings and investor updates, including KPI packages, plan-vs-actual narratives, and forward-looking outlooks.
• Translate complex analysis into concise recommendations that drive decisions.

Business Operations, Process & Systems

• Partner with Accounting to ensure close, headcount, and planning data stay in sync and the forecast reflects reality.
• Own headcount planning and tracking alongside People Ops.
• Improve FP&A tooling and data infrastructure (planning software, BI tools, CRM and ERP integrations) and identify opportunities to automate manual reporting.
• Document planning processes and build scalable, repeatable workflows as the organization grows.

Requirements

Experience

• 6–10+ years in FP&A, Strategic Finance, or Business Finance, including 3+ years at a B2B SaaS company.
• Investment banking, valuation, or Big 4 advisory experience is a plus.
• Proven track record owning a company-level operating model and leading annual planning end to end.
• Direct experience partnering with Sales and GTM leaders on quota setting, capacity planning, and pipeline-based forecasting.
• Experience preparing board-level materials and presenting to executives.
• Growth-stage (Series B–D) experience preferred, including building process rather than inheriting it.

Skills

• Expert-level financial modeling in Excel or Google Sheets, with strong understanding of the three statements and SaaS unit economics.
• Strong data skills with comfort using BI and visualization tools and pulling data from CRM (Salesforce) and ERP systems.
• SQL is a strong plus but not required.
• Experience with FP&A or planning platforms is a plus.
• Interest in using AI tools to speed up analysis and reporting.
• Excellent communication—able to explain the story behind the numbers to both finance and non-finance audiences.
• Highly detail-oriented with strong business judgment; able to balance rigor with speed.
• Self-starter comfortable with ambiguity and able to drive outcomes in a fully remote environment.

Location

Fully remote environment.