Sr. Manager Financial Planning & Analysis

WHO WE ARE

Finalsite is the most valued partner for K–12 schools to build trust, strengthen community, and grow enrollment. Ranked among the best EdTech Companies in America, Finalsite supports more than 7,000 schools and districts worldwide with an integrated platform for websites, communications, mobile apps, enrollment, and marketing services.

Headquartered in Glastonbury, Connecticut, Finalsite is a global company with employees working remotely across nearly every U.S. state, as well as throughout Europe, South America, and Asia.

We believe people do their best work when they feel supported, connected, and empowered to grow. That’s why we invest in our employees through competitive benefits, professional development opportunities, and a collaborative culture built on partnership and purpose. Whether you’re looking to expand your skills, take on new challenges, or make a meaningful impact in education, Finalsite offers the opportunity to grow your career while helping schools thrive.

At Finalsite, every interaction matters — with our clients, with each other, and with the schools and families we serve. Join us and help shape stronger school communities around the world

We are hiring a highly analytical, business-minded Sr. FP&A Manager on a full-time basis to support our growing organization. This role is ideal for an experienced finance professional who thrives in a fast-paced, data-driven environment and wants broad exposure across executive leadership, private equity stakeholders, and cross-functional business teams. In this role, you will own financial planning and analysis across both our payments and SaaS lines of business.

The Sr. FP&A Manager will play a critical role in delivering financial insights, building executive dashboards, supporting board and investor reporting, and driving data-backed decision making across the company. The Sr. FP&A Manager should be comfortable operating in a high-growth SaaS and payments technology environment with strong rigor around metrics, forecasting, and performance analysis. The ideal candidate will also embrace the use of AI tools and emerging technologies to improve efficiency, surface insights faster, and modernize financial operations.

The Sr. FP&A Manager will partner closely with Finance leadership, Payments leadership, Revenue teams, Operations, Sales, and private equity partners to provide visibility into business performance and strategic opportunities.

100% Remote - Anywhere within the US

Financial Planning & Analysis

• 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 process and prepare board-level financial presentations
• Leverage AI-enabled forecasting and planning tools to improve speed and accuracy.
• Prepare and maintain budget vs. actuals reporting with variance analysis, including period-over-period and prior year comparisons to surface meaningful performance trends.
• Build, audit, and maintain transparent financial models adhering to industry best practices (clear driver separation, error checks, dynamic linking, and version control).

Payments Financial Analysis

• Own forecasting, budgeting, and performance reporting for the payments business, partnering with Payments, Product, and Sales leadership.
• Analyze payments KPIs including processing volume, net revenue, take rates, interchange and assessments (IC&A), MS/ACH, by portfolio, partner, merchant segment, etc.
• Model payments economics, including pricing, processor and partner costs, and the impact of volume and mix…