Financial Planning & Analysis Manager

Aston Carter • Santa Monica, CA

2d • Remote

About The Position

We are seeking an interim FP&A Manager to support a private-equity-backed SaaS company during a critical planning and forecasting period. This is a short-term, individual-contributor role (approximately 6 weeks, with potential extension) focused on owning and administering Oracle PBCS, ensuring data integrity, and delivering accurate consolidated financial reporting. This role is ideal for a senior FP&A professional who has served as the primary Oracle PBCS administrator in a SaaS environment and can step in quickly with minimal ramp-up.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, or related field
• 3–7+ years of FP&A experience, preferably at the Manager or senior IC level
• Hands-on experience administering Oracle PBCS (not just using it for reporting or data entry)
• Proven experience with multi-entity consolidations and full financial statements (P&L, Cash Flow, Balance Sheet)
• SaaS industry experience required, with strong understanding of subscription revenue models and ASC 606
• Advanced Excel skills (complex models, variance analysis, contribution margin analysis)
• Ability to step into a fast-paced environment and deliver immediate impact

Nice To Haves

• CPA, CMA, and/or MBA
• Experience in a private-equity-backed or investor-driven environment
• SmartView expertise
• Experience with lender or board-level reporting
• Familiarity with Power BI or similar data visualization tools

Responsibilities

• Own consolidated P&L reporting, including entity-level rollups across Sales, Marketing, Engineering, G&A, and other business units
• Build, review, and validate Cash Flow and Balance Sheet models derived from the P&L
• Perform budget vs. actual (BVA) and variance analysis, partnering with functional FP&A leads to roll up commentary
• Support frequent reforecasting and planning cycles; pull and validate data daily or as inputs are updated
• Develop monthly management reporting and ad hoc financial analyses
• Serve as the primary finance owner and administrator of Oracle Planning & Budgeting Cloud Service (PBCS)
• Manage and audit data integrations, ensuring accuracy of data flowing into and out of PBCS
• Troubleshoot system issues, partnering closely with IT while owning finance-side resolution
• Maintain system integrity, including metadata, consolidation logic, allocation rules, and user access
• Identify and resolve discrepancies (e.g., intercompany imbalances, cash inconsistencies, entity-level variances)
• Support FP&A users with SmartView and system-related questions
• Analyze and report on SaaS metrics, including ARR, MRR, deferred revenue, CAC, LTV, and payback periods
• Separate and analyze recurring vs. non-recurring/services revenue
• Prepare investor- and lender-facing reporting, including custom management views beyond GAAP
• Support private-equity reporting requirements with a high degree of accuracy and urgency
• Provide quality control and audit oversight for financial data across systems (ERP, PBCS, Excel, BI tools)
• Perform root-cause analysis on data issues and ensure clean, reliable outputs for leadership and stakeholders

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

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