Location: Hybrid (3+ days onsite; major metro area)

Reports to: Chief Financial Officer

Overview

A high-growth, technology-driven organization is seeking a Senior Manager of FP&A to lead financial planning, forecasting, and strategic analytics across the business. This role will serve as a key partner to executive leadership, owning the company’s budgeting process, financial models, and performance reporting. This is a high-impact, high-visibility position suited for someone who thrives in a fast-paced, evolving environment and enjoys building scalable processes from the ground up.

Key Responsibilities

Financial Planning & Forecasting

• Own the annual budgeting process, long-range planning, and rolling forecasts
• Develop driver-based financial models aligned with revenue, cost, and headcount assumptions
• Continuously refine forecasts based on changing business conditions

Reporting & Analysis

• Prepare monthly and quarterly reporting packages, including KPIs, variance analysis, and business insights
• Deliver executive-level reporting on financial performance and key trends
• Support preparation of board materials and investor updates

Business Partnership

• Partner closely with leaders across Sales, Marketing, Product, Operations, and Technology
• Support headcount planning, resource allocation, and investment analysis
• Establish and track performance metrics to drive accountability across functions

Strategic Finance

• Support pricing strategy, scenario modeling, and new product or partnership analysis
• Identify opportunities for cost optimization and improved profitability
• Assist with capital planning and internal performance dashboards

Process & Leadership

• Build and scale FP&A processes, tools, and reporting frameworks
• Improve forecasting accuracy and drive automation where possible
• Collaborate with Accounting to ensure alignment across reporting and close processes

Qualifications

• 7+ years of experience in FP&A or strategic finance
• Background in SaaS, fintech, or technology-enabled businesses preferred
• Proven ownership of budgeting, forecasting, and financial modeling
• Advanced Excel and financial modeling skills; experience with planning tools (e.g., Adaptive, Vena, Jedox)
• Experience preparing executive and board-level reporting materials
• Strong understanding of financial statements, cash flow drivers, and key SaaS metrics (e.g., ARR, retention, margins)
• Demonstrated ability to operate effectively in a lean or scaling environment
• Strong communication skills with the ability to translate complex data into actionable insights