Senior Manager, Strategic Finance - Planning Systems

Overview

This role is for a Senior Manager of Planning Systems within the Strategic Finance organization. Reporting to the VP, FP&A, you will own the architecture behind consolidated planning and reporting cycles and lead a small team that ensures inputs from across FP&A pillars flow into a coherent, system-based corporate view used by senior leadership, the executive team, and the Board.

This is a player-coach position combining strong finance and business acumen with deep hands-on experience in planning tools and finance transformation. You will manage and develop analysts while staying hands-on in the model and data.

Responsibilities

• Lead, hire, and develop a team of 1–2 analysts to support finance transformation across finance and accounting, spanning planning systems, consolidation, and executive reporting
• Own the consolidated planning and reporting engine for the annual operating plan, long-range plan, and monthly/quarterly forecast cycles, including data intake, consolidation, and on-time delivery of outputs reviewed by senior leadership
• Serve as the functional and technical owner of the financial planning platform, including EPM tool evaluation and selection, design, implementation, enhancement, administration, and team enablement
• Own the planning systems roadmap end-to-end, including prioritization, sequencing against the planning calendar, governance, and change management; communicate progress and trade-offs to Finance leadership
• Design data flows and integrations connecting the planning platform to the ERP, data warehouse, and BI stack; partner with Accounting, Data Engineering, Data Science and Analytics on architecture and data ownership
• Support executive-facing financial deliverables, including the Weekly Business Review, monthly OpEx review, and quarterly Board and Audit Committee materials
• Build dashboards and reporting that surface KPIs and business insights with minimal manual assembly
• Partner with category, marketing, and ops finance leads to standardize input collection, pressure-test submissions, and consolidate into a single corporate view
• Establish and enforce best practices across systems controls, data governance, and planning process documentation

Requirements

• B.S. in Finance, Accounting, Economics, or equivalent experience
• 8+ years of progressive experience across strategic finance / FP&A and finance systems or finance transformation roles, including 2+ years managing or formally developing analysts
• Strong financial and business acumen, including command of P&L mechanics, budgeting, forecasting, and consolidation mechanics behind a company-wide planning cycle
• Hands-on experience implementing, administering, or owning an EPM / planning platform (Anaplan, Pigment, Adaptive, Planful, or similar), including model design and integrations
• Demonstrated success leading a finance transformation initiative end-to-end—standing up or materially scaling planning systems and automated reporting (not only contributing components)
• Ability to manipulate large datasets and translate them into clear, structured, decision-ready outputs
• Strong project management skills, with the ability to run multiple workstreams simultaneously and delegate effectively
• Excellent written and verbal communication, able to bridge technical and non-technical audiences from system administrators to the executive team
• Highly organized and detail-oriented, with a bias toward action in ambiguous, fast-changing environments
• Track record of leveraging AI and automation to improve finance workflows

Preferred Qualifications

• Proficiency with SQL and experience with BI tools (Looker)
• NetSuite or similar ERP integration experience
• Experience at a high-growth public company (recent IPO) or late-stage startup (Series C+) that scaled through significant revenue and organizational growth
• Exposure to a public company’s external reporting cycle (Board, Audit Committee, earnings/guidance)

Compensation & Benefits

• Competitive salary & equity compensation for full-time roles
• Unlimited PTO, company holidays, and quarterly mental health days
• Comprehensive health benefits including medical, dental & vision, and parental leave
• Employee Stock Purchase Program (ESPP)
• 401k benefits with employer matching contribution
• Offsite team retreats

Additional Information

• The organization considers all qualified applicants for employment, including applicants with arrest or conviction records, in accordance with the San Francisco Fair Chance Ordinance, the Los Angeles County Fair Chance Ordinance, the California Fair Chance Act, and similar state or local fair chance laws.
• In Massachusetts, it is unlawful to require or administer a lie detector test as a condition of employment or continued employment.
• Reasonable accommodations are available for qualified individuals with disabilities and disabled veterans in the job application process.