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FP&A Manager

145k – 183kOakland, CAFinance & AccountingHybrid5+ YOE
Summary

Owns revenue modeling, forecasting, and analysis for a SaaS company. Mines customer data for insights, collaborates with GTM teams, and reports metrics to leadership. Requires 5+ years FP&A experience, advanced Excel, and bachelor's in Finance/Accounting/Statistics.

About the role

Responsibilities

  • Own revenue model, including development, ongoing enhancements and maintenance to drive accuracy.
  • Proactively mine customer data to analyze behavior and provide key insights to management.
  • Work closely with GTM to improve bookings and customer expansion forecast accuracy.
  • Report on top-line unit economics and metrics to senior leadership, providing insights on emerging trends.
  • Work with Enterprise Technology Team to design and map revenue activity for modeling, analysis, and reporting.
  • Lead integration of revenue models in Adaptive Financial Planning application.
  • Assist with preparation of materials for Board and company leadership.
  • Understand, participate in, and help streamline month-end close processes.
  • Partner with GTM Strategy & Operations and executive leadership for ad hoc analysis and modeling.

Skills

Financial Modeling: Develop and maintain complex financial models, specifically for revenue models. Planning & Forecast: Support annual planning and quarterly forecast processes for revenue. Analysis & Reporting: Analyze revenue data to identify trends, risks, and opportunities; report key business metrics. Cross-Functional Collaboration: Work with various departments to support revenue modeling and financial plans. Financial Systems: Support implementation of new systems to structure revenue data and model customer behavior.

Requirements

  • Bachelor's degree in Finance, Accounting, or Statistics.
  • 5+ years of experience in financial analyst/manager role supporting planning, analysis, budgeting, forecasting, and management reporting (preferably in Tech/SaaS).
  • Advanced Excel/Google Sheets (modeling).
  • Working knowledge of management planning applications (Adaptive Planning or similar).

Compensation

  • Base salary: $145,000 - $183,000.
  • Equity program.
  • 401(k) with company matching.
  • Health, dental, vision insurance.
  • Paid parental leave, sick leave, vacation, holidays.
Skills
Financial ModelingExcelGoogle SheetsAdaptive PlanningRevenue ForecastingFP&ASQLData AnalysisFinancial PlanningUnit Economics
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