Manager, Financial Planning and Analysis

L2L Connected Workforce Platform•Burlington, MA

53d•Hybrid

About The Position

We’re looking for a Manager, Financial Planning and Analysis (FP&A) to join our team: Here’s how you can drive action that matters. Top Outcomes: Accelerate Delivery: Create clear reporting and forecast visibility that simplifies decision-making and ensures accountability Scale What Works: Develop financial systems and rhythms that grow with the business and increase planning rigor and accuracy Elevate Customer Experience: Partner with GTM and Product teams to optimize unit economics and enable customer value delivery Lead with Positivity: Foster a culture of transparency, collaboration, and proactive problem-solving across finance and business teams What You’ll Do: Management Reporting Work collaboratively with the Accounting and Revenue Operations teams, providing support during close cycles, to ensure alignment of reporting and analytics with forecast and budget elements Collaborate with Accounting team and key business stakeholders to understand the financial results, key metrics, and trends in order to tell the story behind the numbers and synthesize into executive-level performance commentary Develop and maintain comprehensive monthly and quarterly reporting packages including materials that support management and Board presentations Identify and drive initiatives that continuously improve, automate, and scale reporting processes Financial Modeling Help drive the annual planning and interim forecasting processes, ensuring alignment between strategy, operations and financial plans Expand upon and enhance the existing model into a comprehensive long-term financial model Perform financial scenario analyses to support long-term planning, strategic decision-making and investment trade-offs Business Partnership Partner with People Operations to support workforce planning Partner cross-functionally on budgets, forecasting, expenses, benchmarking, analyses and reporting Work with budget owners to incorporate investment needs responsibly and support strategic decision making with “what if” and “scenario” analyses Proactively drive ad hoc strategic and operational analyses and projects What We’re Looking For: Collaboration and teamwork: Exhibits advanced competence in collaboration and teamwork, communications influence, planning and organizing, driving results, and problem solving. Productivity/organizing/planning: Meets deadlines, demonstrates effective use of time, and handles the management of changing priorities in a fast-paced environment. Communication/presentation skills: Excellent ability to convey both written and verbal information effectively and efficiently and present information to all levels of audiences, with the ability to analyze data and summarize findings in a concise and understandable manner. Strategic thinking: Capable of thinking conceptually, imaginatively, systematically, and opportunistically to achieve company goals. Willingness to acknowledge areas for growth: Understands need for growth and is receptive to constructive feedback.

Requirements

Collaboration and teamwork: Exhibits advanced competence in collaboration and teamwork, communications influence, planning and organizing, driving results, and problem solving.
Productivity/organizing/planning: Meets deadlines, demonstrates effective use of time, and handles the management of changing priorities in a fast-paced environment.
Communication/presentation skills: Excellent ability to convey both written and verbal information effectively and efficiently and present information to all levels of audiences, with the ability to analyze data and summarize findings in a concise and understandable manner.
Strategic thinking: Capable of thinking conceptually, imaginatively, systematically, and opportunistically to achieve company goals.
Willingness to acknowledge areas for growth: Understands need for growth and is receptive to constructive feedback.
5+ years of experience in accounting or finance, planning and analysis position.
Bachelor's Degree in Accounting, Finance, or related discipline is preferred.
Understanding of U.S. GAAP.
Experience in a SaaS company strongly preferred.
Experience with Sage Intacct or similar ERP system.
Advanced Excel capabilities.

Nice To Haves

CPA or MBA is preferred.

Responsibilities

Work collaboratively with the Accounting and Revenue Operations teams, providing support during close cycles, to ensure alignment of reporting and analytics with forecast and budget elements
Collaborate with Accounting team and key business stakeholders to understand the financial results, key metrics, and trends in order to tell the story behind the numbers and synthesize into executive-level performance commentary
Develop and maintain comprehensive monthly and quarterly reporting packages including materials that support management and Board presentations
Identify and drive initiatives that continuously improve, automate, and scale reporting processes
Help drive the annual planning and interim forecasting processes, ensuring alignment between strategy, operations and financial plans
Expand upon and enhance the existing model into a comprehensive long-term financial model
Perform financial scenario analyses to support long-term planning, strategic decision-making and investment trade-offs
Partner with People Operations to support workforce planning
Partner cross-functionally on budgets, forecasting, expenses, benchmarking, analyses and reporting
Work with budget owners to incorporate investment needs responsibly and support strategic decision making with “what if” and “scenario” analyses
Proactively drive ad hoc strategic and operational analyses and projects