Financial Planning & Analysis Manager

cyberu

1d • $94,600 - $151,400 • Remote

About The Position

We’re seeking a highly skilled and motivated Financial Planning & Analysis (FP&A) Manager. This critical role will oversee financial planning and analysis, ensuring tight timelines and high-quality reporting. The position is remote within the United States. The manager will be responsible for financial planning, budgeting, and forecasting for a private-equity-owned SaaS company, ensuring accuracy and integrity of financial reporting. They will leverage advanced Excel-based modeling and rigorous data analysis to produce actionable insights, manage annual budget and quarterly forecasting cycles, and support other FP&A managers by automating tasks. The role also involves significant support for the Oracle PBCS system, including administration, troubleshooting, optimization, and user training. Additionally, the manager will be crucial in preparing various reports for the Board of Directors and CFO, conducting variance analysis, and identifying risks and opportunities. A key aspect is continuous process improvement and operational efficiency in financial planning and reporting, along with managing constant currency reporting, vendor reporting, and entity-level forecasts.

Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field
• 5–7 years of experience in corporate FP&A or related finance roles
• Advanced proficiency in Excel (complex models, pivots, Power Query/Power Pivot, dashboards)
• Strong experience with Oracle, PBCS, and SmartView
• Strong data analysis and data science orientation—ability to extract, transform, and analyze large datasets and translate findings into business insights (e.g., SQL, Python/R, statistical analysis, and data visualization tools such as Power BI/Tableau)
• Ability to work collaboratively in a fast-paced environment and manage tight deadlines
• Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment
• Consideration for privacy and security obligations

Nice To Haves

• Advanced degree or certification (e.g., CPA, CMA)
• Prior experience in managing or mentoring team members

Responsibilities

• Oversee financial planning, budgeting, and forecasting for a private-equity-owned SaaS company
• Ensure the accuracy and integrity of financial reporting and analysis
• Leverage advanced Excel-based modeling and rigorous data analysis to produce actionable insights
• Help manage the annual budget and quarterly forecasting cycles, ensuring alignment with organizational goals and strategic initiatives
• Support other FP&A managers by automating tasks and analyses to drive process efficiency
• Manage and maintain Oracle PBCS (Planning and Budgeting Cloud Service) processes and systems
• Provide expert-level troubleshooting for PBCS-related issues in partnership with the CSOD IT team
• Serve as the primary administrator of the FP&A planning system
• Maintain system integrity by managing data integration, model configuration, user access, and reporting templates
• Continuously optimize system workflows and structure to enhance forecasting accuracy, planning efficiency, and usability for stakeholders
• Provide user training and enablement to promote self-service reporting and system adoption, in partnership with the CSOD IT team
• Lead headcount planning and system uploads
• Implement rules for allocating IT and Facilities costs to business units for forecasting and GAAP P&L reporting
• Liaise with IT for PBCS system management, including ticket management and system updates
• Assist in preparing monthly, quarterly, and annual reports for the Board of Directors (BOD) and CFO, highlighting key performance indicators and trends
• Develop P&Ls and finance support slides; draft commentary leveraging budget-vs.-actual (BVA) and variance analysis inputs
• Develop quarterly business review (QBR) decks, ensuring accuracy and attention to detail
• Conduct variance analysis to compare actual performance against budgets and forecasts, providing insights to senior management
• Analyze financial performance, identify risks and opportunities, and provide recommendations
• Develop comprehensive financial reporting packages to support decision-making processes
• Provide actionable insights to improve financial performance against forecasts and budgets
• Continuously seek opportunities to improve the financial planning and reporting processes, driving greater automation, efficiency, and accuracy
• Implement best practices in financial modeling and reporting
• Champion and drive systems improvements to support the budgeting and forecast processes
• Maintain efficient constant-currency reporting processes using Excel and PBCS
• Oversee monthly vendor reporting, ensuring detailed and timely deliverables
• Provide detailed entity-level forecasts to support tax team audits and forecasting
• Collaborate with cross-functional teams (including Accounting, Tax, and Treasury) to ensure financial planning supports overall business objectives
• Provide support to the FP&A team on Oracle, SmartView, and general finance-related queries
• Participate in long-term strategic planning, providing insights and analysis to support business growth
• Ensure compliance with GAAP and company policies, and implement best practices in financial management

Benefits

• Annual bonuses
• Short- and program-specific awards depending on the role
• Comprehensive benefit offering
• Experience flexibility and empowerment in your career

What This Job Offers

• Job Type: Full-time
• Career Level: Manager