FP&A Manager
About The Position
We are seeking a highly technical FP&A professional to own the company-wide budgeting, forecasting, and financial analysis process. This is a hands-on, one-person FP&A team working closely with the CFO and VP of Finance, Corporate Controller and partnering with executives across the organization. The ideal candidate is an Excel power user and a strategic thinker who can deliver accurate, insightful analysis in a fast-paced, PE-backed environment. Beyond technical expertise, this role requires strong leadership and influence skills to: - Drive high performance and accountability across the organization - Partner with business leaders to achieve desired outcomes - Provide value-driven decision support that enables growth and profitability In this role you get to: Lead the annual operating plan and rolling forecasts Maintain advanced and complex financial excel based actual and forecast model Manage companywide vendor and employee expense models Build driver-based financial models and scenario analyses Provide actionable insights on revenue, expenses, and KPIs Partner with department heads to align budgets with strategic priorities Hold teams accountable for financial targets and KPIs Deliver value-driven decision support to guide resource allocation and investment decisions Prepare standardized reporting to senior management, private equity sponsors and lenders Develop and provide monthly dashboard reporting, variance analysis, and board reporting packages Manage customer annual recurring revenue database with detailed tracking of new bookings and gross and net retention Implement best practices for data integrity and automation. Work directly with executives and collaborate with CFO on strategic initiatives.
Requirements
- Bachelor’s in Finance, Accounting, Economics; MBA or CFA preferred.
- 5+ years in FP&A or corporate finance (SaaS experience strongly preferred).
- Comfort commuting into our offices in Midtown Atlanta, three days a week
- Excel guru (nested formulas, macros, scenario modeling).
- Familiarity with BI tools (Power BI, Tableau) and ERP systems. Maxio SaaS Software a plus.
- Strong communication and executive presence.
- Ability to work independently and influence cross-functional leaders.
Nice To Haves
- Private equity-backed company experience is a plus.
- MBA or CFA preferred.
- Maxio SaaS Software a plus.
Responsibilities
- Lead the annual operating plan and rolling forecasts
- Maintain advanced and complex financial excel based actual and forecast model
- Manage companywide vendor and employee expense models
- Build driver-based financial models and scenario analyses
- Provide actionable insights on revenue, expenses, and KPIs
- Partner with department heads to align budgets with strategic priorities
- Hold teams accountable for financial targets and KPIs
- Deliver value-driven decision support to guide resource allocation and investment decisions
- Prepare standardized reporting to senior management, private equity sponsors and lenders
- Develop and provide monthly dashboard reporting, variance analysis, and board reporting packages
- Manage customer annual recurring revenue database with detailed tracking of new bookings and gross and net retention
- Implement best practices for data integrity and automation
- Work directly with executives and collaborate with CFO on strategic initiatives
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Number of Employees
101-250 employees
