Financial Planning and Analysis Manager
Job in
Palo Alto, Santa Clara County, California, 94306, USA
Listed on 2026-02-14
Listing for:
LeadStack Inc.
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Corporate Finance, Financial Analyst, Financial Reporting, Financial Consultant -
Business
Financial Analyst
Job Description & How to Apply Below
(Ideal Candidates are local to Palo Alto area and able to report onsite to our HQ for Hybrid work arrangement. Remote candidates are acceptable for the right skill set)
Pay rate: $80- $105/hr on W2 About The TeamOur Topline FP&A team is a dynamic and essential partner to our Executive Leaders, driving all aspects of Topline growth (e.g. ARR, ACV/TCV bookings, revenue, billing, gross margin) and strategy.
We play a crucial role in providing valuable business insights that guide decision-making. By working cross-functionally, we help shape our financial and operational policies to enhance the efficiency and long-term financial performance.
Responsibilities :Topline Modeling & Forecasting:
- Maintain & Improve high-fidelity Topline Financial planning models - ARR, Revenue, Gross Margin, Billings, etc.
- Prepare detailed inputs/analyses for Annual Planning, Quarterly Rolling Forecasts (QRF), Long-range Planning (LRP), etc.
- Conduct monthly outlook to understand the rhythm of the business
- Model complex "
what-if" scenarios for pricing changes, new product introductions, and new GTM initiatives, etc. - Drive our “Land-the-Quarter” Daily Forecast analyses at quarter-end by collaborating with various internal teams (Order Management, Deal Desk, Product Operations, etc.)
- Bachelor’s degree in Finance, Accounting, Economics, or a related field
- 7+ years of experience in SaaS companies focusing on financial analysis, strategic finance, business operations, or related roles, ideally with 3+ years of Topline Forecast experience in the Software / SaaS Industry
- Experience with large publicly traded B2B Software / SaaS companies is strongly preferred
- Expert level skills with Excel / Google Sheets & demonstrable proficiency with PowerPoint / Google Slides
- Demonstrated ability to manipulate, analyze, and summarize large data sets
- Excellent analytical and problem-solving abilities
- Experience with financial planning software and ERP systems ( Adaptive and Net Suite required)
- Experience with Salesforce is a plus but is not required for this role
- CFA or CPA certifications are a plus but are not required for this role
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