Senior Manager of FP&A

Margin Edge is seeking a highly analytical, business-minded Senior Manager of FP&A to build and lead our financial planning & analysis function. This is a unique opportunity for a strong FP&A leader to own the entire function, partner directly with executive leadership, and shape how financial insights drive decision-making across the company.

While this is currently a mid-management role, it has a clear path to grow into a Director-level position as the company scales.

Our environment is fast-moving and dynamic — priorities evolve, strategies pivot, and we move quickly to respond to opportunities in the market. The right candidate will bring both financial rigor and the flexibility to operate effectively amid change, helping leadership make smart decisions even when the path isn’t perfectly linear.

This role reports directly to the CFO and will work closely with every executive and VP to provide strategic insight into the financial performance of their departments.

As a team built by former (and current!) restaurant operators, our mission is to bring operators the same energy, attention to detail, and passion that they bring to their guests. Our culture is deeply rooted in service, partially because that’s where so many of our team come from (including everyone on our Business Development team), but also because we believe it is just the right way to run a business.

We design our software with profound empathy for the complexity of running a restaurant and the goal of making the magic just a little easier for operators by taking the complex (read: very annoying) back‑office tasks off their plates, while empowering them with real‑time data.

Our founders share a deep history in both owning and operating restaurants and in building successful tech companies. We are venture‑backed and serve 11,000+ restaurants across the US and Canada.

We enable restaurants to make magic while knowing we are doing the same for them.

We have the utmost respect for our clients and because of this, we are unable to hire their current employees.

• Lead all company‑wide financial planning, forecasting, and reporting processes
• Build and maintain both top‑down and bottoms‑up budgets and forecasts
• Drive monthly, quarterly, and annual planning cycles in a business where assumptions may shift frequently
• Develop scalable FP&A processes that can evolve with the company

• Partner closely with each Executive and VP to:
  • Understand operational drivers and shifting priorities
  • Translate strategy into actionable financial plans
  • Provide decision‑support in real time as the business pivots
• Deliver insights that influence prioritization, investment decisions, and long‑term planning
• Bring clarity and structure to ambiguous or rapidly changing initiatives

• Own budget‑to‑actual reporting and variance analysis
• Identify risks and opportunities early, especially as plans evolve
• Drive accountability while maintaining strong cross‑functional relationships
• Improve visibility into key business performance drivers

• Develop and refine models across both SaaS and Fintech components of the business
• Understand recurring revenue metrics (ARR, churn, LTV/CAC, gross margin)
• Incorporate payments economics, transaction revenue, and cost structures
• Support strategic planning, scenario modeling, and executive‑level reporting

• Enhance dashboards, reporting tools, and planning systems
• Ensure accuracy, consistency, and transparency in financial data
• Build scalable infrastructure to support growth and change

• 7‑10+ years of progressive FP&A or strategic finance experience
• Experience in SaaS businesses required. Fintech experience strongly preferred
• Demonstrated success building both bottoms‑up and top‑down budgets
• Strong financial modeling and analytical capabilities
• Proven ability to partner with senior leaders and influence decision‑making
• Comfort operating in passionate, fast‑changing environments with shifting…