Financial Planning and Analysis Manager

PerformYard•Arlington, VA

10d•Remote

About The Position

Ready to join a fast growing, and category leading SaaS company? Are you looking to take on an impactful role leading a company's next level of growth? If yes, then keep reading! PerformYard has developed a simple and effective product that drives our customer’s employee performance through the roof. Our long-term vision is to change the way performance is managed and measured in organizations of all sizes. To achieve this we need to add to our amazing team...that’s where you come in! As the PerformYard Financial Planning & Analysis (FP&A) Manager, you will play a critical role in driving financial insight, forecasting, and planning as we scale. You will partner closely with senior leadership to provide data-driven analysis that informs strategic decisions, improves operational efficiency, and supports sustainable growth. This is a highly visible, hands-on role for someone who enjoys building financial rigor, owning models and forecasts, and translating numbers into clear business narratives. The ideal candidate has experience supporting fast-growing, VC- or PE-backed SaaS companies and thrives in an evolving environment. This is a 100% Remote position - now & forever

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

Nice To Haves

Experience analyzing M&A transactions a plus.
Deal Modeling: Build and maintain sophisticated M&A models, including pro-forma combinations, accretion/dilution analysis, and synergy tracking.
Due Diligence: Lead the financial due diligence process for target acquisitions, identifying risks and verifying the quality of earnings/revenue.
Post-Merger Integration (PMI): Partner with leadership to design and execute the financial integration of acquired entities, ensuring seamless reporting and alignment.

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.