Manager - FP&A

Our client, a private equity-backed SaaS company, is seeking an FP&A Manager to help build and scale its financial planning and analysis function. This newly created, high-impact individual contributor role will partner closely with executive leadership to enhance forecasting, reporting, financial modeling, and business decision-making.

• Lead the annual budget, quarterly forecasts, and long-range financial planning.
• Build and enhance financial models, reporting, and forecasting processes, including maximizing the use of Adaptive Planning.
• Develop executive and Board reporting packages and KPI dashboards.
• Analyze business performance and provide strategic recommendations to leadership.
• Partner with Sales, Marketing, Customer Success, Product, Engineering, and Operations on planning, investments, and resource allocation.
• Track and report key SaaS metrics, including ARR, MRR, NRR, CAC, LTV, EBITDA, Gross Margin, Rule of 40, and Free Cash Flow.
• Support private equity reporting, investor requests, and due diligence.
• Drive automation and continuous improvement across FP&A processes and reporting.

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 5-8 years of FP&A, Corporate Finance, or Strategic Finance experience.
• SaaS industry experience required.
• Advanced Excel and financial modeling skills.
• Experience building budgeting, forecasting, and FP&A processes.
• Experience with Board and executive reporting.
• Adaptive Planning experience strongly preferred.
• Experience in a private equity-backed or high-growth company is a plus.
• Strong communication and business partnering skills.

Compensation: $,000 base salary + bonus

KBW
789