Financial Planning & Analysis Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Lead and manage the revenue forecasting processes across the enterprise.

• Create scalable forecasting methodologies and reliable financial projections.

• Establish relationships with stakeholders and provide guidance on forecasts, outcomes, and key performance indicators (KPIs).

• Prepare materials for executive-level reporting and deliver insights for discussions with senior leadership and the board.

• Perform scenario analysis and model potential results to aid in strategic decision-making.

• Work collaboratively with accounting and finance teams to ensure alignment between forecasts, actual results, and reporting.

• Analyze intricate financial and operational data to uncover trends, risks, and opportunities.

• Track performance trends among customer cohorts, third-party partner revenue, and significant market segments.

• Offer financial insights, challenge assumptions, and influence strategic choices made by leadership.

• Validate financial data inputs, reconcile systems, and proactively identify potential risks.

• Develop and refine advanced financial models through automation, scalability, and predictive capabilities.

• Assess and enhance FP&A processes by introducing scalable solutions.

• Spearhead the development of AI-driven processes to enhance efficiencies.

⛳️ Requirements

• Over 8 years of experience in financial planning and analysis, corporate finance, or similar roles.

• Proven expertise in enterprise forecasting and strategic financial analysis.

• Advanced proficiency in financial modeling, forecasting, and planning processes.

• Extensive knowledge of Excel and FP&A tools like Adaptive or similar platforms.

• Capability to distill complex financial and operational data into strategic insights.

• Strong business acumen with the ability to influence senior stakeholders.

• Experience in leading planning and forecasting processes.

• Exceptional analytical and problem-solving skills with a conceptual mindset.

• Effective communication and presentation skills at the executive level.

• Ability to work independently and foster cross-functional alignment.

• Self-driven, inquisitive, and committed to continuous improvement.

• Background in SaaS or financial technology sectors.

• Experience with modeling and forecasting revenue and related KPIs (e.g., ARR, NRR).

• Strong attention to detail with proficiency in managing and synthesizing large, complex data sets.

• Proven experience in improving processes through automation or system upgrades.

• Candidates must be eligible to work in the US for full-time employment.

• No employment sponsorship will be provided.

🏝️ Benefits

• Remote-first workplace.

• Unlimited paid time off.

• 401(k) plan with employer matching.

• A diverse and inclusive work environment.

• A FUN culture.