Senior Financial Planning & Analysis Manager

cyberu

7d•$122,300 - $195,700•Remote

About The Position

The Senior Financial Planning & Analysis (FP&A) Manager serves as the finance partner to Cornerstone’s Engineering and Product organizations. The role owns the financial view of building, hosting, and delivering SaaS products, covering R&D investment, cloud and data-center infrastructure, consumption-based AI costs, and product-level margins. It translates technical roadmaps into financial plans and trade-offs, manages planning and reporting cycles, and provides decision support grounded in unit economics. The position owns R&D and Engineering budgets and forecasts; hosting and cloud cost models; infrastructure contract, capacity, and data-center analyses; AI and platform cost models; product-level P&Ls and cost allocations; and financial reporting and process improvement. It also manages Oracle Planning and Budgeting Cloud Service (PBCS) processes, integrations, models, access, and reporting templates, and partners with the CSOD IT team to troubleshoot and improve the system. The role collaborates with Engineering, Product, Technical Operations, Accounting, Tax, Treasury, Procurement, Legal, and other FP&A managers. It produces financial analyses and leadership reports, supports GAAP and company-policy compliance, identifies risks and opportunities, and advises on infrastructure investment, platform strategy, and product profitability. The position is remote in the United States.

Requirements

Bachelor’s degree in Finance, Accounting, Business Administration, or a related field, or equivalent experience.
At least 7 years of corporate FP&A experience; ideally supporting Engineering, Technical Operations, or Product organizations in a SaaS or technology company.
Strong understanding of SaaS economics, including gross margin, cost-of-sales classification, unit economics, and cost to serve.
Experience modeling cloud, hosting, or infrastructure costs and familiarity with cloud pricing constructs such as commits, reserved capacity, and usage-based pricing.
Experience building cost-allocation models and product-level P&Ls.
Solid accounting foundation, including GAAP cost classification, capex versus opex, depreciation, lease accounting, and software capitalization, with the ability to partner closely with Accounting.
Advanced Excel proficiency, including complex models, pivots, Power Query/Power Pivot, and dashboards; strong experience with Oracle and SmartView.
Hands-on experience administering Oracle PBCS as a system owner, including troubleshooting with IT.
Strong data-analysis skills and ability to extract, transform, and analyze large datasets, such as cloud billing and usage data, using SQL, Python or R, and tools such as Power BI or Tableau.
Excellent communication skills, including explaining financial concepts to technical audiences and technical concepts to finance and executive audiences.
Ability to collaborate in a fast-paced environment and manage tight deadlines.
Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment, with consideration for privacy and security obligations.

Nice To Haves

Accounting experience is a strong plus.
Prior experience managing or mentoring team members.
Advanced degree or certification, such as CPA, CMA, or MBA.
Experience leading headcount planning and system uploads.
Experience maintaining constant-currency reporting using Excel and PBCS.
Experience overseeing monthly vendor reporting and providing entity-level forecasts for Tax and audit needs.
Experience with FP&A consolidation, including consolidating inputs from multiple business partners into a single forecast.
Experience providing user training and enablement to promote self-service reporting and system adoption.

Responsibilities

Serve as the primary finance partner to Engineering, Product, and Technical Operations leadership, translating technical roadmaps into financial plans and trade-offs.
Own R&D and Engineering budgeting and forecasting, including headcount, contractors, tooling, and vendor spend.
Build business cases and ROI analyses for build-versus-buy, vendor rationalization, and migration decisions.
Support software capitalization analysis with Accounting and track engineering efficiency metrics.
Separate and forecast cost of sales versus operating expenses, including hosting, third-party software, support, and professional services, in line with GAAP and company policy.
Own the hosting and cloud cost model across public cloud, colocation, and data centers, including usage drivers, reserved capacity, and commit utilization.
Analyze infrastructure spending by service, product, and customer segment; drive optimization with Engineering and FinOps; and support month-end accruals with Accounting.
Model infrastructure vendor contracts, including commits, tiered pricing, true-ups, overage exposure, and renewals.
Build capacity and build-out models for new infrastructure and data-center footprints, including capex versus opex, depreciation, lease accounting, and payback.
Evaluate owned or colocated data centers versus public cloud, including migration costs, dual-running periods, and steady-state savings.
Model consumption-based AI and platform costs, including token-based pricing, GPU and compute, and inference costs.
Build driver-based forecasts connecting customer adoption and per-unit cost to total spend, and assess AI-feature margin impacts to inform pricing and packaging.
Establish unit-cost metrics and a reporting cadence to monitor them.
Build and maintain product-level P&Ls and gross-margin analyses combining SaaS subscription revenue with direct and allocated costs.
Design and document shared-cost allocation methodologies for forecasting and GAAP P&L reporting.
Calculate per-user and per-customer cost to serve, and analyze profitability by product, segment, and cohort to inform investment, pricing, and sunset or migration decisions.
Manage annual budget and quarterly forecast cycles for a private-equity-owned SaaS company, aligning plans with organizational goals and strategic initiatives.
Ensure accurate and reliable financial reporting using advanced Excel modeling and data analysis.
Prepare monthly, quarterly, and annual Board of Directors and CFO reports covering engineering cost, hosting, and gross-margin KPIs; develop P&Ls, finance slides, and QBR decks with budget-versus-actual commentary for Engineering and Product leaders.
Identify risks and opportunities and make recommendations to senior management.
Drive automation and process efficiency, including data pipelines and dashboards connecting cloud billing, usage telemetry, and general-ledger data; support other FP&A managers by automating tasks and analyses.
Collaborate with Accounting, Tax, Treasury, Procurement, and Legal; ensure GAAP and policy compliance; and contribute to infrastructure investment, platform strategy, and product profitability planning.
Manage and maintain Oracle PBCS processes, including data integration, model configuration, user access, and reporting templates.
Troubleshoot Oracle PBCS in partnership with the CSOD IT team and optimize workflows for planning efficiency and usability.