Financial Planning & Analysis Manager

Rhombus Power•Palo Alto, CA

2d•Hybrid

About The Position

Rhombus Power seeks a hands-on, ownership-minded FP&A professional to help build financial models, reporting, forecasting, and planning processes that support our next stage of growth. Our business combines software subscriptions with customer implementation, deployment, and support across commercial and government environments. You will help leadership understand how revenue, delivery costs, hiring, and contract timing affect profitability and cash—and turn that understanding into actionable investment decisions. This is an ownership role within a small but robust team, with substantial ownership from data collection through recommendations. You need to bring established FP&A skills, enjoy building with limited infrastructure, and be comfortable moving between detailed analysis and practical business decisions, all within a fast-paced environment. Please note that this is a HQ-based role with a 4 days/week onsite policy in our Palo Alto office. Please do not apply if you cannot meet this requirement.

Requirements

Approximately 3-5 years of relevant experience, including direct responsibility for budgeting, forecasting, financial modeling, and variance analysis, preferably in a small or midsize B2B SaaS company.
Candidates with specific experience working in enterprise sales cycles or meaningful implementation and delivery costs is ideal.
Experience working on lean teams, with personal ownership from gathering inputs and building models through presenting findings and following up with business owners and executives alike.
Advanced Excel or Google Sheets skills, experience building integrated three-statement and driver-based models, and strong accounting fundamentals.
An understanding of SaaS revenue mechanics and metrics, including ARR, retention, bookings, revenue recognition, and gross margin.
Experience developing BI dashboards and reconciling financial and operational datasets; SQL and workflow automation skills are a plus.
Demonstrated ability to build planning models, reporting, or processes from scratch and translate incomplete information into clearly documented assumptions.
Creative problem-solving, flexibility, and sound judgment: you can adapt quickly while preserving accuracy, checking your work, and making uncertainty visible.
Strong communication skills and the confidence to question assumptions constructively with technical, commercial, and executive stakeholders.

Nice To Haves

Exposure to government-facing software businesses, federal procurement cycles, or contract-level financial analysis.
Experience forecasting cloud or AI infrastructure costs, deployment economics, or customer-level profitability.

Responsibilities

Assist in the creation, maintenance, and execution of the annual corporate budget, partnering with department leaders on revenue, headcount, infrastructure, and operating expenses.
Update and maintain monthly and quarterly rolling forecasts using integrated three-statement models covering the income statement, balance sheet, and cash flow.
Build driver-based forecasts connecting sales pipeline, contract start dates, implementation schedules, renewals, and expansion to financial performance.
Perform scenario analysis and financial modeling to stress-test growth assumptions, including delayed awards, longer sales cycles, customer concentration, and accelerated hiring.
Maintain clear visibility into bookings, annual recurring revenue (ARR), recognized revenue, billings, and cash collections, distinguishing recurring software revenue from implementation and services.
Partner with Sales and customer teams to forecast renewals, expansion, churn, and pipeline conversion; explain changes in revenue performance and forecast confidence.
Incorporate government contract funding, periods of performance, option-year assumptions, award timing, and invoicing milestones into forecasts.
Distinguish funded commitments from potential contract value, and model the cash and resource implications of procurement or payment delays.
Support contract and deal reviews with pricing, margin, payment-term, and delivery-cost analysis.
Conduct monthly actual-versus-budget and actual-versus-forecast variance analysis, explaining underlying drivers and identifying actions for business owners.
Review general ledger details to identify misclassifications or unexpected spending trends, partnering with Accounting to resolve discrepancies.
Track corporate cash burn, working capital metrics, and primary efficiency ratios on a daily or weekly cadence, as appropriate.
Maintain workforce models covering approved positions, hiring dates, compensation, benefits, contractors, and vacancies; partner with Recruiting and department leaders to keep assumptions current.
Prepare monthly and quarterly financial reviews that explain performance, forecast changes, and emerging risks in clear business terms.
Build, update, and maintain business intelligence (BI) dashboards tracking financial and operational key performance indicators (KPIs).
Provide data-driven schedules, trend charts, and commentary for monthly business review decks and support board reporting.
Clean and structure historical operational datasets to improve forecasting precision.
Support development projects, ROI analyses, pricing reviews, and unit economics updates, including product investments and expansion opportunities.
Identify and implement ways to automate manual data collection workflows and recurring reporting.
Help build the FP&A function’s core models, planning calendar, reporting standards, and tools, introducing useful structure as business needs evolve.