Senior Manager of Financial Planning & Analysis

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