Senior Manager of Financial Planning & Analysis
Leads FP&A including forecasting, scalable financial modeling, KPI tracking (CAC, LTV, Net Retention), variance analysis, and strategic planning for high-growth AI company. Partners with dept heads on headcount/OpEx; requires 12+ years FP&A experience and strong ERP/BI tool proficiency.
About the job
Responsibilities
- Establish and maintain comprehensive departmental forecasting processes with regular vs. actuals analysis
- Design, implement, and track key performance indicators (KPIs) across the organization
- Build scalable financial models and planning frameworks to support rapid business growth
- Collaborate with department heads to understand business needs and translate them into financial requirements
- Conduct variance analysis and provide actionable insights to leadership on financial performance
- Develop and maintain financial reporting dashboards for executive leadership
- Drive process improvements and automation in FP&A workflows
- Partner with cross-functional teams on strategic initiatives and M&A activities
- Ensure compliance with financial reporting standards and internal controls
- Lead the annual and multi-year long-range planning (LRP) processes
- Design and implement robust financial processes and systems for high-growth environment
- Own the Monthly and Quarterly Business Review (MBR/QBR) process
- Define, track, and socialize critical SaaS/Tech metrics (e.g., CAC, LTV, Magic Number, Net Retention, Burn Multiple)
- Act as a "CFO for the Departments," embedded with leaders in Engineering, Sales, and Marketing to manage headcount planning and OpEx
- Prepare high-impact materials for Board of Directors meetings and support fundraising or M&A activities
Requirements
- 12+ years of progressive experience in Financial Planning & Analysis
- Bachelor’s degree in Finance, Accounting, Economics, or a related field; MBA or CFA preferred
- Strong proficiency in financial modeling, forecasting, and budgeting
- Experience with ERP systems (NetSuite, SAP, Oracle, etc.) and BI tools (Tableau, Power BI)
- Excellent analytical skills with ability to interpret complex financial data
- Exceptional communication skills—the ability to tell a compelling story through data
- Experience building and scaling FP&A functions in high-growth and ambiguous environments
- Deep understanding of GAAP accounting and the interaction between the P&L, Balance Sheet, and Cash Flow statement
Preferred Qualifications
- Experience at fast-moving technology companies
- Startup experience, particularly in scaling financial operations
- Familiarity with SaaS metrics and AI business models
- Experience with fundraising, investor relations, and board reporting
- Experience implementing financial systems and automation solutions
Skills
Financial Modeling, Forecasting, NetSuite, SAP, Oracle, Tableau, Power BI, US GAAP, SaaS Metrics, ERP Systems, Financial Reporting, Budgeting, Variance Analysis, KPI Tracking, Automation
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