Senior Manager, Financial Planning & Analysis (FP&A)
About The Position
Reporting directly to the CFO, the Senior Manager of FP&A will serve as a trusted business partner to the executive leadership team, helping drive financial planning, strategic decision-making, and operational performance across the organization. This highly visible role is ideal for someone who enjoys solving complex business problems, building analytical models, and translating financial data into actionable business insights. This is an opportunity to build and shape the FP&A function at a growing, private equity-backed SaaS company. You'll work directly with the CFO and executive leadership team, influence key strategic decisions, help modernize Finance through data and AI, and play a meaningful role in the company's next phase of growth.
Requirements
- Bachelor's degree in Finance, Accounting, Economics, or a related discipline.
- 8+ years of progressive FP&A experience, preferably within a high-growth SaaS or recurring revenue business.
- Exceptional financial modeling, analytical, and problem-solving skills.
- Advanced Excel proficiency and experience building complex financial models.
- Outstanding communication skills with the ability to present financial insights to executive leadership.
- Demonstrated ability to work independently, prioritize effectively, and influence cross-functional business decisions.
Nice To Haves
- Experience in a private equity-backed software company.
- Experience supporting Board and investor reporting.
- Familiarity with NetSuite, Adaptive Planning (or similar planning software), and modern business intelligence platforms such as ThoughtSpot, Power BI, or Tableau.
- Experience using AI and automation tools to improve finance processes and business decision-making.
Responsibilities
- Lead the company's annual budget, quarterly forecasts, long-range planning process, and driver-based financial models across revenue, operating expenses, headcount, cash flow, and capital investments.
- Partner with executive leaders across Sales, Marketing, Customer Success, Professional Services, Product, Engineering, and Operations to support strategic planning, evaluate investments, improve resource allocation, and measure business performance.
- Own the reporting and analysis of key SaaS metrics, including ARR, bookings, churn, NRR, gross margin, EBITDA, cash flow, and other operational KPIs, identifying trends, risks, and opportunities before they become issues.
- Prepare executive, Board of Directors, and investor reporting, delivering clear, concise analyses that explain business performance, forecast future results, and recommend actions.
- Develop sophisticated financial models supporting pricing decisions, new product launches, sales capacity planning, M&A evaluations, capital allocation, and strategic initiatives.
- Drive continuous improvement within Finance by leveraging automation, AI, and business intelligence tools to improve reporting efficiency, forecasting accuracy, and decision support capabilities.
Benefits
- Flexible time off for salaried team members
- Generous accrued PTO for hourly team members
- 401(k) with a 4% company match, fully vested from day one
- Medical, dental, and vision coverage at competitive rates
- Tax-advantaged savings accounts (HSA/FSA) with an Autura contribution
- Paid parental leave to support growing families
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What This Job Offers
Job Type
Full-time
Career Level
Senior
