Sr. FP&A Manager – Professional Services

RingCentral•Belmont, CA

About The Position

RingCentral is seeking a Sr. Manager of Financial Planning and Analysis (FP&A) to help lead our Professional Services business through its next phase of growth and scaling. This role will oversee financial planning and analysis efforts with a primary focus on our professional services function, including revenue forecasting and performance optimization. You will build financial models to align with our PS revenue/margin goals and unlock growth opportunities. Prior experience with professional services revenue forecasting and revenue recognition is not needed but strongly preferred. The ideal candidate is relentlessly curious and embraces ambiguous challenges. You are an analytical superstar who thrives on complexity and enjoys bringing order to data. With a strong bias for action, you effectively translate data insights into operational transformations. You possess exceptional communication skills and the confidence to influence senior leadership.

Requirements

5-8 years of experience in corporate planning/financial planning and analysis role
Bachelor’s degree in Finance, Accounting or Economics.
Experience supporting major functional areas within an organization, with experience in financial analysis, headcount/resource management and business metric reporting
Experience with financial systems such as Anaplan (preferred), Hyperion, SAP or NetSuite
Ability to build PS dashboards leveraging SFDC, Tableau or Power BI
High proficiency in Excel - building financial and decision support models
Self-starter that adapts well to change in a fast-paced, dynamic workplace
Clear and effective communication skills, both verbal and written
Amenable to work 9AM to 5PM PST, Monday to Friday

Nice To Haves

Prior experience with PS revenue recognition is not needed but strongly preferred.
CPA/CMA or MBA preferred
Experience with financial systems such as Anaplan (preferred), Hyperion, SAP or NetSuite

Responsibilities

Strategic Finance Partnership: Act as a trusted advisor to global PS leadership, ensuring an effective Annual Operating Plan (AOP) focused on revenue growth and margin expansion.
End-to-End Financial Planning: Own annual budgeting, monthly/quarterly forecasting, and weekly flash/R&O for the full PS P&L, including revenue, cost of sales, headcount, opex, and cash flow.
Revenue & Margin Optimization: Partner with PS leaders to drive key initiatives that improve billable utilization, optimize workforce planning, and enhance PS profitability.
Headcount & Workforce Modeling: Manage PS workforce planning, incorporating key metrics like billable utilization, bill-to-pay ratio, occupancy, and revenue per head to optimize staffing and profitability.
Financial Performance & Reporting: Oversee monthly operating and financial results analysis, partnering with Revenue Accounting to ensure accurate revenue recognition (ASC 606).
Risk & Opportunity Management: Prepare monthly forecasts, monitor performance vs. plan, and proactively identify financial risks and opportunities, providing actionable insights.
Executive Reporting: Support the development and presentation of quarterly Board/leadership reporting materials, highlighting PS performance trends, key drivers, and operational efficiencies.
PS KPI Establishment & Reporting: Starting with but not limited to, Revenue Growth, Billable Utilization, Bill-to-Pay Ratio, Project Profitability, Cost of Sales (CoS) % and Accounts Receivable Days (DSO): Cash cycle improvement for PS billing & collections.
Leverage AI to drive automation of manual processes and improve forecast accuracy.