Sr. Manager Financial Planning & Analysis

Finalsite•Glastonbury, CT

5d•Remote

About The Position

Finalsite is hiring a highly analytical, business-minded Sr. FP&A Manager to own financial planning and analysis across its payments and SaaS lines of business. The role provides broad exposure to executive leadership, private equity stakeholders, and cross-functional teams in a high-growth, data-driven SaaS and payments technology environment. The manager will deliver financial insights, build executive dashboards, support board and investor reporting, and drive data-backed decision-making. The role partners closely with Finance leadership, Payments leadership, Revenue teams, Operations, Sales, and private equity partners. It also embraces AI tools and emerging technologies to improve efficiency, surface insights, and modernize financial operations. This is a 100% remote role for people residing permanently in the United States. Continued U.S. residency is required to obtain and retain employment.

Requirements

Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
At least 5 years of experience in FP&A, corporate finance, investment banking, consulting, or a related analytical role.
Strong financial modeling and advanced Excel or Google Sheets skills.
Experience building dashboards and reporting in BI tools.
Strong understanding of SaaS business models and recurring revenue metrics.
Working knowledge of payments economics, including volume, net take rate, interchange and assessments, and processor costs, and ability to ramp quickly on the payments business.
Experience leveraging AI tools in a business environment, such as ChatGPT, Copilot, forecasting platforms, or automation tools.
Excellent communication skills and ability to present insights to senior leaders.
High attention to detail and ability to manage multiple priorities.
Demonstrated experience building and working with full three-statement financial models (income statement, balance sheet, and cash flow), including cash forecasting and liquidity analysis.
Proficiency in SQL and ability to independently pull and validate data from business systems for financial analysis and reporting.
Must be a permanent U.S. resident; continued residency in the United States is required for employment.

Nice To Haves

Experience working in a private equity-backed company.
Experience supporting board reporting or investor requests.
Familiarity with ERP, CRM, and planning systems such as NetSuite and Salesforce.
Experience in a high-growth software, payments, or technology company.
Exposure to SQL, Python, or advanced analytics tools.
Deep familiarity with payments KPIs, including Volume, MS, ACH, IC&A (Interchange and Assessments), and Take Rate.

Responsibilities

Lead monthly, quarterly, and annual forecasting, budgeting, and long-range planning processes.
Analyze revenue, bookings, ARR, churn, retention, margin, and other SaaS KPIs; identify trends, risks, and opportunities through financial modeling and scenario planning.
Own the annual operating plan and prepare board-level financial presentations.
Use AI-enabled forecasting and planning tools to improve speed and accuracy.
Prepare and maintain budget-versus-actual reporting with variance analysis, including period-over-period and prior-year comparisons.
Build, audit, and maintain transparent financial models using best practices such as clear driver separation, error checks, dynamic linking, and version control.
Own forecasting, budgeting, and performance reporting for the payments business in partnership with Payments, Product, and Sales leadership.
Analyze payments KPIs, including processing volume, net revenue, take rates, interchange and assessments (IC&A), and MS/ACH, by portfolio, partner, and merchant segment.
Model payments economics, including pricing, processor and partner costs, and the profitability effects of volume and mix shifts.
Partner with Accounting and Operations to validate payments revenue and processor-cost data used in forecasting and reporting.
Provide an integrated view of SaaS and payments performance, including payments penetration across the customer base.
Own recurring reporting packages for executive leadership, board meetings, and private equity partners.
Build dashboards that translate complex data into actionable business insights and respond to investor requests related to growth metrics, profitability, headcount, and operational performance.
Maintain high standards of financial discipline, reporting accuracy, and accountability.
Design and maintain dashboards using BI tools such as Tableau, Power BI, Looker, or similar platforms.
Use AI tools to identify trends, anomalies, and business opportunities across large data sets.
Partner with data and systems teams to improve reporting automation and data integrity.
Build scalable reporting for SaaS and payments metrics, sales performance, customer health, and operational KPIs; create executive-ready summaries and visuals.
Partner with Sales, Customer Success, Marketing, Product, Payments, and HR leaders on performance reporting and decision support.
Evaluate ROI of strategic investments, hiring plans, go-to-market programs, and operational initiatives.
Lead pricing analysis, compensation modeling, and business case development.
Conduct ad hoc analysis for strategic projects and executive priorities.
Recommend process improvements through automation, AI, and smarter workflows.
Serve as a long-term finance business partner, developing durable processes, documentation, and institutional knowledge that scale with the company.