Financial Planning & Analysis Manager

Sovos Compliance•,

4d•Onsite

About The Position

The digitization of tax compliance is fundamentally changing global commerce and how businesses need to operate and grow. Governments now have real-time visibility into business data, creating new challenges and new opportunities for organizations around the world. At Sovos, we're transforming tax compliance from a business requirement into a driver of growth through AI-powered technology that delivers the accurate, real-time insights businesses need to make smarter decisions. We're solving more than today's tax compliance challenges. We're helping reshape global economies by enabling organizations to navigate increasingly complex and rapidly changing regulatory environments with confidence – and helping communities thrive. AI is accelerating what's possible, enabling tax and technology professionals to more effectively drive critical regulatory decisions. That's where Sovos excels, combining intelligent technology with human expertise to help customers stay ahead of change. Don't worry if you don't check every box. We're focused on hiring great people, not perfect resumes. It's less about what you've done elsewhere and more about what you're capable of doing here. At Sovos, we're looking for a strategic financial business partner to join our FP&A team and drive financial planning, analysis, and decision-making for our Managed Services and Professional Services organizations. You'll partner closely with senior leadership to shape capacity planning, optimize margins, and influence investment decisions that directly impact how we deliver value to clients. This role sits at the intersection of finance and operations, translating complex data into clear insights that guide our services strategy.

Requirements

Strong financial planning and analysis skills demonstrated through prior work or education (Bachelor's in Business, Finance, Economics, Accounting, or equivalent experience preferred; MBA a plus).
Financial planning and analysis experience, ideally in Private Equity-backed SaaS or technology services companies with a mix of recurring and project-based revenue.
Understanding of SaaS and services metrics (MRR, ARR, GRR, billable utilization, services gross margin, backlog), forecasting, and financial modeling best practices — we'll assess this through a work sample and conversation.
Experience with services P&L management, project cost accounting, or professional services automation (PSA) tools is strongly preferred, as is experience collaborating with international delivery teams.
Strong proficiency in Excel (financial modeling, scenario analysis, pivot tables) and hands-on experience with tools like Adaptive, NetSuite, Salesforce, Tableau, Power BI, or similar platforms. Comfort with AI-assisted workflows is a plus.
Working knowledge of GAAP, particularly around revenue recognition (ASC 606) and project-based accounting, combined with a methodical approach to ambiguous problems, structuring analyses to uncover root causes, and translating findings into clear recommendations.
Excellent verbal and written communication skills, with the ability to distill complex analyses into clear, actionable insights for stakeholders at all levels.
Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire.

Nice To Haves

MBA a plus
Comfort with AI-assisted workflows is a plus

Responsibilities

Partner with Managed Services and Professional Services leadership as their primary financial advisor, building trusted relationships that surface insights, challenge assumptions, and guide resource allocation and delivery investment decisions.
Build and maintain workforce capacity models to optimize headcount planning, billable utilization targets, and productivity benchmarks, and own resource demand forecasting in partnership with delivery leadership.
Own the end-to-end budgeting, forecasting, and long-range planning process for the services portfolio, ensuring alignment between capacity, backlog, and financial goals while identifying opportunities for margin improvement.
Evaluate project and engagement-level profitability, track gross margin trends by service line, and provide financial frameworks to guide pricing decisions and measure return on delivery investment.
Deliver insightful reporting, executive presentations, variance explanations, and data analyses (ARR, services revenue, utilization rates, margin by engagement) to senior management in support of business reviews and performance management, leveraging AI tools where appropriate to improve efficiency and insight quality.
Collaborate with Accounting and cross-functional teams to maintain consistency between budgets, forecasts, and reported financials, ensuring data quality and accuracy across key systems.
Project manage monthly Operational Review and Board reporting processes, ensuring deadlines are met and the story behind the numbers is clearly communicated.