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.

The ideal candidate brings a minimum of two years of direct management experience within FP&A, a strong command of SaaS financial metrics, and a demonstrated ability to build high-performing teams while maintaining exceptional speed to execution across all deliverables.

• 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.

• Act as a trusted financial advisor to senior leaders across the company — proactively surfacing risks, opportunities, and recommendations rather than waiting to be asked.
• Translate financial analysis into business action. You won't just report what happened; you'll shape what happens next by influencing resource allocation, pricing decisions, headcount planning, and go-to-market investment.
• Drive cross-functional alignment on key financial targets, ensuring department leaders understand how their decisions flow through to company-level outcomes.

• Set the pace for your team and the broader finance organization. You 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.

• 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 their skill sets, and builds strong relationships with their business partners.
• Establish clear priorities, remove obstacles, and ensure work streams are staffed and sequenced to deliver on time.

• Champion the use of AI, automation, and emerging technology to fundamentally rethink how the FP&A function operates — eliminating manual work and accelerating time to insight.
• 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 within the team — setting the expectation that every recurring process should be evaluated for efficiency gains and that experimentation with new tools is encouraged, not optional.

• 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 — you bring a point of view, back it with data, and know how to drive alignment in a room.
• Exceptional financial modeling skills with the ability to build flexible, scalable models from scratch and pressure-test assumptions rigorously.
• A passion for helping build world‑class finance teams and driving business and financial outcomes, as measured…