Sr. Manager Financial Planning & Analysis

Foundation SoftwareStrongsville, OH

About The Position

As the Sr. Manager, Financial Planning & Analysis (FP&A), you will report directly to the Head of FP&A and serve as a key finance leader responsible for delivering timely, accurate, and decision-ready financial insights to executive leadership and the Board of Directors. You will play a central role in monthly reporting, forecasting, annual planning, and strategic analysis as the business continues to scale. What is great about working for Foundation? Plenty! We have a fun, casual, yet hard-working culture that invests in our employees, promotes creativity, and delivers on our reputation. Would you like to work for a company that offers manicures and pedicures in the office? We do! How about massages, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour - we offer all this and more!

Requirements

  • Bachelor's degree in finance, Accounting, Economics, or related field (MBA and/or CPA is a plus)
  • 8-10+ years of progressive FP&A or corporate finance experience
  • Experience in Software/SaaS strongly preferred.
  • Strong understanding of SaaS business models and metrics (ARR, MRR, churn, CAC, LTV, gross margin)
  • Prior experience in a PE-backed or similarly high-performance environment is a strong plus.
  • Experience preparing materials for Boards of Directors and senior executives.
  • Advanced financial modeling and Excel skills
  • Experience with Workday Adaptive Planning is a strong plus.
  • Ability to manage multiple priorities, work with incomplete information, and deliver high-quality outputs on tight timelines.
  • Clear, confident communicator with the ability to translate analysis into actionable recommendations.

Responsibilities

  • Lead the preparation and analysis of monthly financial reporting packages for the Board of Directors and executive leadership.
  • Deliver clear variance analysis, KPI reporting, and forward-looking insights that support rapid decision-making aligned with PE ownership expectations.
  • Own significant components of the monthly and quarterly forecasting process, including revenue, headcount, and operation expenses.
  • Play a central role in the annual budgeting and long-range planning process, supporting growth, margin, and cash flow objectives.
  • Function as a strategic finance partner to functional leaders across Sales, Marketing, Product, Engineering, and G&A
  • Provide ad hoc financial analysis in support of strategic initiatives, M&A activity, and integration efforts.
  • Enhance financial models, dashboards, and reporting tools to support scale and repeatability.
  • Identify and drive process improvements across FP&A and cross-functional workflows.
  • Mentor and develop junior FP&A team members, as applicable, and help evaluate overall team effectiveness.
  • All other duties as assigned.

Benefits

  • manicures and pedicures in the office
  • massages
  • laundry service
  • monthly car washes
  • catered lunches Wednesdays
  • monthly happy hour
  • tickets to Cleveland sporting events
  • a variety of lunch and learns
  • various employee-appreciation events throughout the year
  • paid vacation
  • paid holidays
  • 401(k) with match
  • tuition reimbursement
  • medical
  • eye
  • dental
  • discounts on pet, home, and auto insurance through Liberty Mutual
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