FP&A Manager

Advisor360 • Needham, MA

2d • $135,000 - $149,000 • Remote

About The Position

Advisor360° is seeking a strategic, analytical, and hands-on Financial Planning & Analysis (FP&A) Manager to drive financial planning, forecasting, reporting, and high-impact financial initiatives across the organization. Reporting to the Controller, the role is a senior individual contributor responsible for managing complex financial projects, improving planning processes, and delivering actionable insights that inform business decisions. The manager partners with leaders across Finance, Sales, Product, Engineering, HR, and other functions to evaluate performance, support strategic initiatives, and strengthen financial visibility. The position calls for deep financial modeling expertise, strong project management skills, and a technology-forward approach, including use of automation and AI to build efficient, scalable financial processes.

The role drives annual planning and budgeting, maintains rolling forecasts, analyzes budget-to-actual results, and partners with HR and business leaders on workforce planning. It develops financial models and analyses for enterprise deals, renewals, pricing, investment opportunities, cost optimization, resource allocation, customer profitability, unit economics, and long-term planning. It also produces executive and board reporting, tracks financial and operational metrics, builds dashboards, and turns complex data into useful recommendations.

The FP&A Manager serves as a strategic finance partner and leads cross-functional financial projects. The role collaborates with Sales and Revenue Operations on forecasting and commercial performance, supports pricing and packaging initiatives, and works with Engineering and Procurement on technology costs and vendor spend. It also improves financial systems, reporting, data integration, automation, and repeatable reporting controls, using systems and tools such as Campfire, HubSpot, Rippling, Ramp, Snowflake, and Power BI.

The position is authorized for remote employment in specified U.S. states. Candidates within 50 miles of the Needham, Massachusetts headquarters may be required to follow applicable hybrid work guidelines. The estimated base salary is $135,000–$149,000, plus bonus and equity. The company offers comprehensive health benefits and unlimited paid time off.

Requirements

• At least 6 years of progressive experience in FP&A, corporate finance, strategic finance, or a related financial function.
• Experience in B2B SaaS, financial technology, or another recurring-revenue business environment.
• Advanced financial modeling expertise, including three-statement models, scenario analysis, forecasting, and complex financial evaluations.
• Demonstrated experience managing complex financial projects and driving initiatives across multiple business functions.
• Strong experience with annual budgeting, rolling forecasts, financial reporting, and variance analysis.
• Solid understanding of SaaS financial metrics, recurring revenue models, and enterprise contract economics.
• Advanced Excel skills and experience working with financial planning platforms, reporting tools, and large datasets.
• Ability to independently manage competing priorities, drive projects forward, and deliver accurate, high-quality work.
• Experience using AI tools, automation, or emerging technologies to improve financial workflows and reporting.
• Strong communication and presentation skills, including the ability to influence stakeholders and explain complex financial concepts.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• Applicants must reside in a state where Advisor360° is authorized to employ individuals remotely at the time of hire and throughout employment, unless otherwise approved by the People Team.
• Must be permanently eligible to work for any employer in the United States; employment visa sponsorship or takeover of sponsorship is not available.

Responsibilities

• Drive key components of the annual operating plan and budgeting process, coordinating timelines, deliverables, and inputs across business functions.
• Develop and maintain rolling forecasts for revenue, bookings, operating expenses, headcount, and cash flow.
• Manage monthly budget-versus-actual analysis, investigate material variances, and provide actionable insights to Finance leadership and business partners.
• Partner with HR and functional leaders on headcount planning, compensation forecasting, and workforce scenario analysis.
• Improve financial planning processes, forecasting methodologies, and reporting accuracy.
• Develop and maintain complex financial models for enterprise deals, multi-year renewals, pricing strategies, and investment opportunities.
• Lead financial analysis projects supporting cost optimization, resource allocation, and long-term business planning.
• Conduct scenario and sensitivity analyses to assess financial risks, opportunities, and potential business outcomes.
• Analyze customer profitability, cost-to-serve, unit economics, and financial performance across business segments.
• Support the SVP, Strategic Finance with strategic financial initiatives, valuation analysis, and capital allocation decisions.
• Present financial findings and recommendations to stakeholders to support data-driven decision-making.
• Develop monthly financial reporting packages, executive presentations, and supporting analyses for leadership and board discussions.
• Track and analyze financial and operational metrics, including ARR, bookings, revenue, margins, headcount, and Rule of 40 performance.
• Translate complex financial data into clear insights, highlighting trends, risks, and opportunities.
• Partner with stakeholders to ensure consistency and accuracy across financial reporting and KPI definitions.
• Build and enhance dashboards and reporting tools to improve visibility into financial and operational performance.
• Serve as a strategic finance partner to department leaders, providing insights and guidance to support business objectives.
• Lead cross-functional financial projects, managing deliverables, timelines, and stakeholder coordination from initiation through completion.
• Partner with Sales and Revenue Operations on revenue forecasting, pipeline analysis, sales capacity planning, and commercial performance.
• Support pricing and packaging initiatives through financial analysis and scenario modeling.
• Collaborate with Engineering and Procurement to evaluate technology costs, vendor spend, and cost optimization opportunities.
• Identify financial and operational improvement opportunities and drive initiatives that enhance efficiency and business performance.
• Drive projects to improve financial planning systems, reporting capabilities, and data integration.
• Support evaluation, implementation, and optimization of modern FP&A platforms.
• Partner with Finance, Data, and Technology teams to streamline reporting and integrate financial information across systems such as Campfire, HubSpot, Rippling, Ramp, Snowflake, and Power BI.
• Leverage AI tools to automate recurring analyses, accelerate financial modeling, and improve reporting efficiency.
• Identify opportunities to reduce manual processes and develop scalable, technology-enabled financial workflows.
• Establish documentation, process standards, and controls to support accurate and repeatable financial reporting.

Benefits

• Competitive base salary.
• Annual performance-based bonuses.
• Equity participation.
• Comprehensive health benefits, including dental, life, and disability insurance.
• Unlimited paid time off.

What This Job Offers

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