Senior Manager, FP&A

Overview

This hands-on Senior Manager, FP&A role reports to the CFO and focuses on planning, forecasting, and explaining the topline. Responsibilities include owning the revenue model day to day, building the analysis needed for CFO, executive leadership, and Board decision-making, and driving a clear understanding of how topline numbers are constructed.

Responsibilities

Board & executive reporting

• Prepare the topline and KPI sections of the monthly operating review and quarterly Board materials for CFO review.
• Build and maintain a product-level KPI scorecard, including:
  • A trimmed view for monthly reviews
  • A detailed view for Board materials
• Lead variance analysis against budget, forecast, and prior year, providing clear explanations of drivers for each gap.
• Respond quickly and accurately to CFO and executive data requests.

Planning systems & data

• Serve as FP&A’s day-to-day lead on planning system work (currently Planful), including:
  • Requirements gathering
  • Data validation
  • Revenue and allocation models
  • User training
• Work with Data and IT to bring Snowflake and NetSuite data into planning and reporting via clean, reconciled data feeds.
• Replace manual spreadsheets with repeatable, automated reporting.
• Document models, planning calendars, and controls so knowledge does not reside with one person.

Business partnership

• Partner with Sales, Marketing, and product teams on their numbers; test assumptions behind their forecasts.
• Support investment cases for marketing campaigns, product launches, and headcount, including ROI and payback analysis.
• Partner with Accounting on close timing, revenue recognition (ASC 606), and accrual accuracy.

Growth path & additional scope

• Senior individual contributor role with a path to Director as scope grows.
• Act as backup on critical models and processes across FP&A.
• Support ad-hoc projects such as audits, cost programs, and M&A analysis.

Requirements

• 6–8+ years in FP&A, sales finance, or corporate finance.
• Experience in software, SaaS, or subscription businesses, with hands-on billings or revenue forecasting and topline KPI work.
• Proven, hands-on experience using Claude or similar AI assistants (ChatGPT, Copilot, Gemini) in daily finance work (not casual use).
• Track record of building AI-assisted workflows that saved real time or improved quality; be ready to show 2–3 examples.
• Strong judgment on AI limits: verify outputs, tie them back to source, and know when not to use AI.
• Expert financial modeling in Excel; comfortable working with large, linked, driver-based models.
• Strong understanding of billings vs. revenue, deferred revenue, and software revenue recognition (ASC 606).
• Clear written and spoken communication, including presenting to senior leaders.
• Bachelor’s degree in finance, accounting, economics, or a related field.

Preferred Qualifications

• Experience with NetSuite (ERP), including GL structure, saved searches, and reporting.
• Experience with Snowflake, including writing SQL to pull and join billings, customer, and product data.
• Advanced Claude use: Projects, connectors, skills, artifacts, Claude in Excel, or the Claude API.
• Light scripting (Python or similar) to automate data preparation and reporting.
• Experience helping colleagues adopt AI tools.
• Experience implementing or administering a planning tool (Planful, Adaptive, Anaplan, or similar).
• BI tools such as Tableau or Power BI.
• Experience in a private-equity-backed company, including sponsor and lender reporting.
• Experience with multi-product, multi-currency, multi-channel businesses (direct, e-commerce, reseller).
• CPA, CFA, or MBA.

Compensation & Benefits

• Fully remote with flexible arrangements.
• Flexible hours.

Location

• Fully remote; work from anywhere.