Senior Manager of Financial Planning & Analysis

Key Responsibilities

• Strategic Planning & Analysis: Lead the annual budgeting, forecasting, and long-range financial planning processes, and provide strategic analysis and recommendations that drive business growth and operational efficiency.

• Financial Modeling & Forecasting: Develop and maintain sophisticated financial models to evaluate and support key business decisions, including product launches, pricing strategies, margin analysis, and go-to-market initiatives. Use AI tools to accelerate forecasting, scenario analysis, and modeling.

• Performance Reporting: Support the preparation of monthly, quarterly, and annual financial reports, highlighting key trends, variances, and opportunities, and present findings to the executive team and board.

• Business Partnering: Collaborate with department heads and cross-functional teams to provide financial insights, establish KPIs, and support data-driven decision-making.

• SaaS Metrics & Revenue Analytics: Own and track SaaS-specific KPIs including ARR, MRR, net revenue retention, CAC, and customer lifetime value. Analyze revenue trends, customer acquisition costs, and operating expenses to identify opportunities for cost optimization and revenue growth.

• Scenario Planning & Risk Management: Conduct scenario and sensitivity analyses to assess potential risks and opportunities, and provide actionable recommendations.

• Process Optimization & Automation: Implement and enhance financial processes, systems, and tools to improve accuracy, efficiency, and scalability, championing automation and AI across the FP&A function.

• M&A & Fundraising Support: Play a key role in supporting potential M&A activities and future fundraising efforts, including due diligence and financial projections.

Qualifications

• Experience: 7+ years of progressive experience in FP&A, with at least 2 years in a leadership role. Prior experience in a high-growth SaaS or technology company strongly preferred.

• Education: Bachelor's degree in Finance, Accounting, Economics, or a related field.

• AI-Enabled Forecasting (Required): Must be able to use AI (e.g., Claude) for forecasting, financial modeling, and scenario analysis, and be comfortable adopting AI tools to improve speed, accuracy, and productivity across the finance function.

• Technical Skills: Expertise in financial modeling, forecasting, and data analysis. Advanced proficiency in Excel and experience with financial planning systems (e.g. NetSuite).

• Strategic Mindset: Strong business acumen with the ability to think strategically and deliver actionable insights that drive growth and profitability.

• Communication: Exceptional communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

• Leadership: Proven ability to lead and mentor a team, driving performance and fostering a culture of excellence.

• Adaptability: Thrives in a fast-paced, dynamic environment with the ability to manage multiple priorities and meet tight deadlines.