FP&A Manager

Simeio•Alpharetta, GA

1d•Hybrid

About The Position

The Manager, FP&A is a hands-on individual contributor responsible for core financial planning and analysis activities, including budgeting, forecasting, performance analysis, and executive reporting. This role partners closely with senior finance leadership and cross-functional business leaders to deliver actionable insights that support growth, operational discipline, and value creation. While the role does not initially include direct reports, it is intentionally structured with a clear path to people leadership as the company scales.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or a related field
5–10+ years of progressive experience in FP&A or corporate finance
Demonstrated experience supporting hybrid SaaS and services business models
Advanced Excel and financial modeling skills
Hands-on experience with NetSuite and Power BI
Strong communication skills with the ability to engage confidently at the executive level

Nice To Haves

Experience within PE-backed, SaaS, technology, and/or professional services environments strongly preferred

Responsibilities

Own key components of the annual budget, rolling forecast, and long-range planning processes across both SaaS and services
Build and maintain detailed financial models covering revenue, gross margin, operating expenses, EBITDA, and cash flow
Perform scenario and sensitivity analyses to support PE-driven planning and decision-making
Analyze SaaS performance metrics including ARR, bookings, churn, net revenue retention (NRR), and deferred revenue
Support services forecasting related to backlog, utilization, billable rates, and project-level margins
Partner with Sales and Services leadership on deal economics, pricing strategies, and margin optimization
Serve as a trusted finance partner to leaders across Sales, Services, Operations, and Product
Support hiring plans, investment decisions, and cost initiatives through rigorous financial analysis
Translate complex financial data into clear, decision-ready insights for non-finance stakeholders
Prepare monthly operating reviews and executive-level KPI dashboards
Deliver concise variance analysis versus budget and forecast, with clear supporting commentary
Support Board-level and private equity sponsor reporting requirements
Continuously improve FP&A processes, modeling standards, and reporting discipline
Partner closely with Accounting to ensure alignment between actuals, forecasts, and management reporting
Leverage NetSuite, Power BI, and advanced Excel modeling to enhance data quality and insights