Manager, Financial Planning & Analysis

ABC Financial Services•Remote TX, TX

7d•$105,000 - $140,500•Remote

About The Position

The Manager of Financial Planning & Analysis (FP&A) will play a critical leadership role in advancing the company’s financial strategy, reporting, and operational excellence. This individual will lead enterprise-wide financial reporting and planning processes, develop and monitor key growth and performance metrics, and serve as a strategic partner to executive leadership and the Board of Directors. This role will also oversee the strategy and management of the company’s financial systems, including Workday Adaptive Planning, ensuring that our financial data infrastructure supports scalable growth, efficient reporting, and informed decision-making.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, or related field; MBA or CPA preferred.
7+ years of progressive FP&A experience, ideally within a SaaS or technology-based organization.
Proven expertise in financial reporting, consolidation, and planning, including experience preparing materials for executive leadership and Boards of Directors.
Advanced experience with Workday Adaptive Planning (or similar tools) and strong understanding of ERP and data integrations.
Deep knowledge of SaaS financial metrics, business models, and unit economics.
Demonstrated success managing and developing teams in a fast-paced, private equity–backed environment.

Nice To Haves

Experience supporting investor relations, capital planning, or strategic finance initiatives.
Exposure to automation and analytics tools (Power BI, Tableau, SQL) for enhanced reporting.
Strong executive presence and ability to communicate complex financial insights clearly and persuasively.

Responsibilities

Lead the end-to-end process for enterprise financial consolidation across all business units and geographies, ensuring accuracy, timeliness, and consistency in results.
Develop, maintain, and automate standardized management and operational reporting to support executive visibility, forecasting accuracy, and decision support.
Drive continuous improvement of reporting processes and analytics to enhance insight generation and forecasting precision.
Collaborate closely with the Accounting organization to ensure alignment on close processes, reporting timelines, and variance explanations.
Own preparation and delivery of all monthly, quarterly, and annual reporting packages for executive leadership, the CEO, and the Board of Directors.
Develop clear, data-driven narratives and visuals that communicate company performance, key trends, and strategic initiatives.
Partner with the CFO and senior finance leadership to manage the Board and Investor reporting calendar, including ad-hoc analysis and presentations for Thoma Bravo and other stakeholders.
Support quarterly business reviews (QBRs), board meetings, and investor updates by producing insightful dashboards, forward-looking performance summaries, and performance against strategic priorities.
Oversee and continuously improve the budgeting, forecasting, and long-range planning processes across the enterprise.
Establish and monitor key growth metrics, including SaaS performance indicators (ARR, churn, CAC, LTV, etc.), to support data-driven decision-making.
Provide strategic financial analysis and scenario modeling to guide short- and long-term growth strategies, investment opportunities, and organizational efficiency.
Serve as a strategic finance partner to functional leaders, providing actionable insights and financial guidance to drive performance and accountability.
Lead administration and enhancement of Workday Adaptive Planning and related financial systems, ensuring system integrity, scalability, and integration with ERP and CRM platforms.
Develop and implement standardized FP&A processes, reporting templates, and best practices across all finance functions.
Drive automation and efficiency in data management and reporting workflows.
Manage and mentor a high-performing FP&A team, fostering professional growth and promoting analytical excellence.
Champion a culture of collaboration, transparency, and continuous improvement within the finance organization.