Manager, Financial Planning & Analysis

Financial Planning & Analysis Manager

The Financial Planning & Analysis Manager will serve as the primary financial steward of the company’s full profit and loss statement, spanning revenue, cost of goods sold, and operating expenses across all functional areas. This individual will lead a team of four financial analysts and operate as a strategic partner to senior leadership, delivering data‑driven recommendations that inform capital allocation, investment prioritization, and resource planning decisions.

• Strategic Finance & P&L Ownership – Own the consolidated P&L end‑to‑end, including the annual plan, quarterly forecasts, and monthly close deliverables. You are the single point of accountability for understanding and explaining financial performance across the business. Build and maintain the long‑range financial model, stress‑testing scenarios to help leadership evaluate trade‑offs between growth, profitability, and investment. Deliver board‑ready materials, earnings support packages, and executive presentations that distill complexity into clear narratives.
• Business Partnership & Influence – Act as a trusted financial advisor to senior leaders across the company, proactively surfacing risks, opportunities, and recommendations. Translate financial analysis into business action, shaping what happens next by influencing resource allocation, pricing decisions, headcount planning, and go‑to‑market investment. Drive cross‑functional alignment on key financial targets.
• Speed to Execution – Set the pace for your team and the broader finance organization. Identify bottlenecks, cut through ambiguity, and deliver answers fast without sacrificing rigor. Streamline reporting and planning processes to reduce cycle times and free up capacity for higher‑value analysis. Build scalable frameworks and tooling that enable the team to respond quickly as the business evolves.
• Team Leadership – Lead, coach, and develop a team of four FP&A professionals, setting a high bar for quality, curiosity, and ownership. Create an environment where your team operates with autonomy, grows skill sets, and builds strong relationships with business partners. Establish clear priorities, remove obstacles, and ensure work streams are staffed and sequenced to deliver on time.
• Automation & AI‑Driven Finance – Champion the use of AI, automation, and emerging technology to rethink how the FP&A function operates. Identify high‑volume, repetitive workflows across forecasting, reporting, variance analysis, and data consolidation, and lead efforts to automate them using scripting, AI tools, or platform‑native capabilities. Foster an automation‑first culture and encourage experimentation with new tools.

• 3+ years of progressive experience in FP&A, strategic finance, or a related function, with at least 2 years managing direct reports.
• Experience at a public SaaS or high‑growth technology company is strongly preferred.
• Deep command of SaaS financial metrics (ARR, NRR, CAC, LTV, Rule of 40, cohort analysis) and a demonstrated ability to connect operational KPIs to financial outcomes.
• Proven track record of influencing senior leaders and executives.
• Exceptional financial modeling skills with the ability to build flexible, scalable models from scratch and pressure‑test assumptions rigorously.
• A passion for building world‑class finance teams and driving business and financial outcomes, measured on margin improvement, working capital efficiency, forecast accuracy, and execution of cost‑reduction initiatives.
• Strong communicator who can translate complex financial concepts into clear, concise narratives for both financial and non‑financial audiences.
• Self‑starter with a bias toward action and a passion for learning and continuous improvement. Comfortable working independently, taking initiative without being asked, and collaborating effectively across time zones.
• Proficiency in financial planning tools (Anaplan, Adaptive, Pigment, or similar) and advanced Excel/Google Sheets. Experience with BI tools (Looker, Tableau, or similar) is a plus.
• Bachelor’s degree in Finance, Accounting, Economics, or a related field. MBA or CPA is a plus…