Financial Planning and Analysis Manager
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Job Description
FP&A Manager driving financial insight and planning for a fast-growing SaaS company. Partnering with leadership for strategic financial decisions and improved operational efficiency.
Responsibilities:
- Agile Forecasting & Planning: Lead the annual budgeting process and maintain a rolling 18-month forecast that adapts to shifting market conditions and internal pivots.
- Partner with the CEO, VP of Finance, and Operations leadership to deliver accurate forecasts and actionable insights
- Prepare monthly and quarterly financial reporting packages, including variance analysis vs. budget and prior periods
- Develop and maintain operating models, scenario analyses, and sensitivity modeling to support strategic decision-making
- Own the reporting and analysis of mission-critical KPIS (ARR, Retention, LTV, CAC, etc.) and communicate trends to leadership
- Establish and refine budget and operating benchmarks to support performance
- Board & Investor Relations: Prepare high-impact reporting packages for Board meetings and investor updates, providing clear narratives around variance and growth trajectories.
- Cash Flow Optimization: Manage sophisticated cash flow modeling to ensure capital efficiency as we scale toward $50M+ AR
- Act as Act as a "Internal Consultant" to Department Heads (Sales, Marketing, Product, Customer Success), helping them understand the financial implications of their key initiatives, headcount and spend decisions.
- Identify opportunities to improve financial processes, reporting efficiency, and data accuracy
- Collaborate with accounting, external CPAs, and auditors as needed to ensure alignment between reporting and planning.
Requirements:
- Bachelor's degree in accounting, finance, or related field required.
- 5-8+ years of experience in FP&A, finance, or strategic finance roles, ideally within a PE or venture-backed SaaS environment
- Strong understanding of SaaS business models, metrics, and revenue dynamics
- Advanced financial modeling and forecasting skills with the ability to build models from scratch
- CRM/BI: Strong familiarity with Salesforce data structures and BI tools
- Solid understanding of financial statements, cash flow, and how planning ties to actuals
- Strategic Mindset: Ability to see "beyond the spreadsheet" to understand the operational levers that drive SaaS value creation.
- Strong presentation and communication skills for leadership and planning discussions
- High attention to detail, strong analytical mindset, and comfort working in a fast-paced, scaling organization
- Advanced proficiency in Microsoft Excel and the broader Office suite
- Experience analyzing M&A transactions a plus.
Benefits:
- In addition to your compensation plan we also have medical, dental, and vision health insurance benefits w/ HSA plan
- disability insurance
- 401k plan
- generous PTO
- paid holidays and other benefits.
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