FP&A Revenue Manager

Planet•San Francisco, CA

8d•Hybrid

About The Position

We're looking for a Finance Manager who will build out a world-class revenue forecasting and analysis process for our high-growth business. The role will focus on analyzing and defining key revenue drivers, including by channel, geography, and cohort. You’ll develop a deep understanding of our business by working side by side with our Business Intelligence team, Operational Managers, Accounting, and Company leadership. You’ll have an immediate impact, owning and developing the comprehensive revenue forecast for the Company. You will be working closely with our business, accounting, and Investor Relations team to build a reliable and transparent forecast framework for the business, and you will report to the Sr. Director of FP&A. The ideal candidate possesses a mix of analytical rigor, financial planning expertise, and cross-functional leadership skills. This is a full-time, hybrid role which will require you to work from our San Francisco office 3 days per week.

Requirements

6+ years of progressive experience working in an FP&A revenue role, or a combination of auditing/revenue accounting/investment banking and FP&A roles.
Knowledge & Skills Deep experience in analytics and financial modeling – particularly in building complex, dynamic models from scratch, and tracking forecasting models.
Strong analytical, communication, and presentation skills with proven ability to clearly and succinctly explain complex model characteristics and their results to leadership.
Familiarity with common financial concepts, including basics of revenue recognition (ASC 606) and FX impact estimates.
Ability to cut to the heart of and articulate issues, scope and select recommended solutions, and implement them.
Experience working cross-functionally with Finance, Accounting, Sales, and Business Intelligence teams.
Self-motivated and able to work in a fast-paced environment; dependable with deliverables and deadlines, able to multi-task while maintaining an emphasis on quality.

Nice To Haves

Familiarity with a Subscription (SaaS) or usage-based revenue model is highly preferred.
Experience using programming skills for data analysis (Tableau, SQL, and Python/R programming skills).
Experience working with Business Intelligence to build models and reporting.
Proven ability to work with and synthesize data from core financial and CRM systems (such as Excel, Salesforce CPQ, Netsuite, ARM, Pigment, and BI tools).
Big 4 experience or investment banking experience.
Experience in a high-growth, rapidly changing work environment.
Ability to work with a strong sense of urgency both as an individual contributor and as a team leader.

Responsibilities

Forecasting & Modeling Excellence Own the end-to-end annual budgeting and monthly/quarterly forecasting cycles for all revenue and related metrics.
Build & maintain sophisticated quantitative models to improve revenue forecasting/planning.
Identify and coordinate improvements to existing models and systems. The revenue modeling work has an entrepreneurial component, which requires a strong understanding of our current reporting and modeling ecosystem and motivating changes to improve accuracy and explainability.
Be the domain expert on all things revenue. Help facilitate the preparation of forecasts by coordinating with key business partners on items such as: bookings assumptions, revenue recognition, and usage assumptions.
Insights & Strategic Partnership Drive actionable insights by performing detailed variance analysis (Actuals vs. Forecast vs. Budget) and clearly articulating the financial story to executive leadership. This role requires discovering and presenting insights about how organic trends and business decisions impact Planet’s revenue growth trajectory.
Preparation of Executive-level presentations summarizing revenue performance, key variances, and future outlook for the Board and Senior Leadership.
Work closely with the Accounting team to ensure alignment between revenue recognition principles and forecasting methodologies (ASC 606 implications).
Participate in key strategic initiatives and assist with other ad hoc projects supporting business partners and finance leadership.
Systems & Process Improvement Automate and improve planning and reporting processes, working with the BI team to enhance the "single source of truth" for revenue data.
Accountable for ad-hoc initiatives in critical business analysis and key projects.