Manager of Financial Planning and Analysis

RevSpring • Dallas, TX

3d

About The Position

The Manager of Financial Planning and Analysis partners with leaders across RevSpring’s solutions to guide financial decisions and business performance. The role owns revenue planning, forecasting, and analysis across the full profit and loss statement, translating operating results into clear recommendations. The manager also improves planning processes and supports the responsible use of AI to automate recurring work and surface timely business insights.

The position leads budgeting, forecasting, financial modeling, performance analysis, reporting, and cross-functional initiatives. It uses enterprise planning tools and financial systems data to support reliable planning and decision-making, while validating AI-enabled outputs and maintaining appropriate human review and data controls.

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• At least five years of progressive financial planning and analysis experience, including budgeting, forecasting, financial modeling, and performance analysis.
• Demonstrated experience planning and analyzing revenue and a full P&L, and connecting financial results to business drivers.
• Advanced Excel skills, including building and maintaining financial models and working with large, structured datasets.
• Experience with an enterprise planning platform such as Pigment, Vena, or Adaptive Planning.
• Working knowledge of relational data concepts, data warehouses, or similar sources, and experience using financial systems data in planning and reporting.
• Strong analytical judgment, attention to detail, and ability to manage multiple deadlines and projects in a changing environment.
• Clear written and verbal communication skills, including the ability to explain complex financial information to non-finance partners.
• Ability to read, analyze, and interpret business periodicals, professional journals, technical procedures, or governmental regulations; write reports, business correspondence, and procedure manuals; and present information and respond to questions from internal and external sources.

Nice To Haves

• Experience with NetSuite or a similar ERP system is valuable.

Responsibilities

• Lead annual budgeting, periodic forecasting, and scenario planning for revenue and the full P&L, documenting assumptions, risks, and opportunities.
• Build and maintain financial models in Excel to evaluate performance, forecast outcomes, and support operating and strategic decisions.
• Analyze monthly and quarterly results against budget, forecast, and prior periods; explain variances and recommend actions.
• Partner with business and functional leaders to understand performance drivers, challenge assumptions, align on financial plans, and provide decision-ready analysis.
• Develop reporting and business insights that clarify financial trends, risks, and opportunities, and present findings to audiences at different organizational levels.
• Use and improve enterprise planning tools, including Pigment, and help maintain planning models, inputs, workflows, and reporting processes.
• Collaborate with Finance, Accounting, Data, and business teams to connect planning processes with ERP, data warehouse, and other source systems, supporting sound data definitions and validation.
• Support AI-enabled finance initiatives by identifying opportunities to automate recurring analysis and reporting, generate proactive insights, and improve planning workflows; validate outputs and maintain human review and data controls.
• Lead cross-functional projects to improve the accuracy, efficiency, and usefulness of financial planning and analysis, and complete other finance projects as needed.

What This Job Offers

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