FP&A Principal

Plansource • UNAVAILABLE, UNAVAILABLE

2d • Remote

About The Position

Join Us at PlanSource: Your Exciting Career Awaits! At PlanSource, a leading cloud-based provider of benefits administration technology and services, we are on a mission to simplify how people choose, use, and manage benefits through cutting-edge, AI-powered experiences. This is an incredible time to launch your career with us! The FP&A Principal(s) is the most senior financial thought leader within Financial Planning & Analysis, accountable for enterprise‑level financial leadership, strategic decision support, and long‑term value creation. This role operates beyond functional architecture, serving as a key financial authority shaping company strategy, capital allocation, and performance outcomes. The Principal FP&A partners directly with executive leadership as a peer‑level advisor, integrating financial strategy with business, product, and growth priorities. While the FP&A Architect defines frameworks and operating models, the Principal FP&A owns the application, interpretation, and strategic consequences of financial insight across the enterprise. This role represents the pinnacle of the FP&A individual contributor ladder and may precede or complement formal executive leadership roles.

Requirements

• High School Diploma required.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field preferred.
• 12+ years of progressive experience in FP&A, strategic finance, or executive financial advisory roles.
• Extensive experience supporting SaaS, technology, or high‑growth business models strongly preferred.
• Demonstrated history of influencing enterprise‑level strategy and outcomes.
• Exceptional strategic and financial judgment in complex, ambiguous environments.
• Mastery of enterprise financial modeling, forecasting, and capital allocation concepts.
• Executive‑level communication, influence, and financial storytelling capabilities.
• Hands-on capability to design, deploy, and operationalize AI-powered workflows and intelligent agents within FP&A processes, enabling faster cycle times and higher-quality decision support.
• Ability to synthesize diverse inputs into clear strategic direction.
• Strong leadership presence, credibility, and long‑term orientation.
• Proven ability to operate effectively at the highest levels of the organization.

Responsibilities

• Own enterprise‑level financial insight, framing how performance, investment, and risk are understood by executive leadership.
• Serve as a primary financial authority influencing company strategy, capital allocation, and long‑term value creation.
• Lead the most complex, high‑impact financial analyses informing major strategic decisions, acquisitions, investments, and structural changes.
• Exercise sound judgment in ambiguous, high‑stakes scenarios with significant business and financial implications.
• Balance strategic foresight with near‑term execution realities to guide leadership decision.
• Lead enterprise‑wide long‑range planning and strategic financial outlooks in close partnership with executive leadership.
• Shape capital allocation philosophy, trade‑off analysis, and prioritization across growth, efficiency, and risk.
• Own integrated financial narratives that connect strategy, operating plans, and long‑term financial health.
• Challenge and refine strategic assumptions through rigorous financial reasoning and scenario evaluation.
• Act as a trusted peer‑level advisor to executive leaders, providing candid, independent financial perspective.
• Lead executive and board‑level financial discussions, synthesizing complex information into clear strategic guidance.
• Influence decisions through credibility, experience, and financial authority rather than organizational hierarchy.
• Represent FP&A as a strategic discipline at the highest levels of the organization.
• Integrate outputs from FP&A architecture, planning systems, and analytical teams into cohesive enterprise insights.
• Ensure financial frameworks and models are applied consistently and appropriately to real‑world decisions.
• Translate analytical outputs into strategic implications, risks, and opportunities for leadership.
• Align financial insight across functions to support unified decision‑
• Provide senior‑level guidance, challenge, and review on the most complex analyses produced by FP&A leaders.
• Serve as a mentor and role model for Lead and Architect‑level FP&A professionals.
• Shape the maturity, credibility, and strategic posture of the FP&A function.
• Contribute to succession planning and capability development within Finance.

Benefits

• Comprehensive health coverage with multiple medical plan options - all covering 100% of in-network preventive care.
• Employer‑funded Health Savings Account (HSA) - up to $1,000 annually for family coverage.
• Dental & Vision plans with 100% coverage for routine dental care and $250 vision frame allowance, plus employee-only vision premiums at $0.
• 401(k) with immediate vesting and a 50% company match up to 6% of contributions.
• Generous paid parental leave, adoption assistance, and fertility benefits.
• Flexible PTO, paid holidays, a strong culture of work‑life balance and Flex Fridays in the summer.
• Mental health & wellbeing support, including Employee Assistance Program (EAP), movement and wellness resources.
• Rewards and recognition programs that celebrate employees through peer recognition, awards, and quarterly recognition initiatives.

What This Job Offers

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