Senior Manager FP&A

Federato

4h

About The Position

Federato is on a mission to defend the right to efficient, equitable insurance for all. We enable insurers to provide affordable coverage to people and organizations facing the issues of today - the climate crisis, cyber-attacks, social inflation, etc. Our vision is understood and well funded by those behind Salesforce, Veeva, Zoom, Box, etc.

Federato is the only AI-native platform that spans the full policy lifecycle and changes the way insurance work gets done. Better decisioning is built-in, not bolted on: insurers' unique portfolio goals, strategies, rules, and appetite are part of the workflow so underwriters win the right deals, faster. From the moment a submission hits an underwriter’s inbox, AI is put to work, triaging submissions with a focus on high-appetite business, delivering real-time feedback on the portfolio, and consolidating workflows into a single proven system. Federato drives better business outcomes.
The Team
The Finance Team is integral to Federato's mission, ensuring the financial health and sustainable growth necessary to support Federato’s long-term mission. In addition to overseeing the nuts and bolts of core finance and business operations, our team drives strategic initiatives to accelerate growth and operating efficiency. This team combines financial expertise with a forward-thinking vision.

Requirements

• Deep expertise in SaaS metrics (ARR, churn, LTV, CAC, etc.), financial modeling, budgeting, and forecasting in a fast-paced, evolving environment
• Proven ability to partner closely with executive leadership (CEO, COO, etc.) and department heads to drive strategic planning and operational excellence
• Strong systems proficiency and the ability to leverage technology to scale the finance function
• Excellent communication and presentation skills, capable of distilling complex financial data into actionable insights for both internal and external stakeholders (e.g., Board of Directors)
• 8–12 years of experience in FP&A, investment banking, private equity, or corporate finance, preferably in SaaS

Responsibilities

• Oversee and manage the company’s financial planning, budgeting, and forecasting processes, driving alignment across departments.
• Develop and maintain sophisticated financial models to support strategic decision-making and long-range planning.
• Partner closely with executive leadership to analyze business performance, identify key drivers, risks, and opportunities, and provide actionable recommendations.
• Drive the annual operating plan (AOP) and quarterly re-forecasting cycles, ensuring accuracy, timeliness, and cross-functional buy-in.
• Prepare insightful financial reports and variance analyses (actuals vs. budget/forecast) for the leadership team, working closely with Controller.
• Conduct in-depth financial analysis on strategic initiatives, including pricing, new product launches, and potential investments.
• Collaborate with Sales, Marketing, Customer Success, and other teams to refine and track departmental budgets, optimize resource allocation, and improve cost efficiency.
• Enhance and scale financial systems and tools to improve efficiency, reporting capabilities, and data integrity.
• Mentor and develop the FP&A team, fostering a culture of high performance, accuracy, and continuous improvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed