Manager/Senior Manager, FP&A & Strategic Finance

What You'll Do

Business Partnership & Relationship Building

• Forge trusted relationships and serve as the primary finance partner to segment and product leadership across Sales and Ops.
• Deliver clear, data-backed insights that drive decision-making.

Revenue Forecasting & Analytics

• Own the segment’s revenue forecast and pipeline analysis.
• Analyze revenue conversion, bookings quality, and cohort performance.
• Integrate complex revenue streams with rigor and simplicity.

Financial Planning

• Lead target-setting, budgeting, and expense planning.
• Identify and drive opportunities to improve operational leverage in close partnership with product leaders.

Deal Desk & Pricing Strategy

• Collaborate with RevOps to establish a deal desk.
• Define pricing guardrails, assess deal economics, and ensure pricing strategy supports long-term value.

Ad Hoc Modeling & Scenario Planning

• Build sophisticated models to evaluate unit economics, ROI of various investments, and capital efficiency.

Systems & Process Building

• Help design and implement scalable, automated forecasting and reporting processes.

What You’ll Have

• 6+ years in FP&A, strategic finance, banking, and/or consulting, with a tour of duty in a high-growth, unstructured environment.
• Strong grasp of non-GAAP industry metrics applicable to SaaS companies.
• Bias for action and ability to drive multiple, concurrent projects to completion.
• Excellent communication, with ability to distill complex financial topics into clear, compelling narratives.
• Comfort in a high-visibility role; confident presenting to senior executives and external partners.

Nice to haves:

• Experience in healthcare SaaS, M&A integration, and/or exposure to enterprise deal structures.
• Experience with core finance and sales tech stack (e.g., NetSuite, Salesforce) and FP&A platforms.
• Familiarity with SQL and low/no-code dashboarding tools (e.g., Retool).
• STEM degree and/or CFA charterholder.