FP&A Manager

📋 Description

• Take charge of the daily implementation of financial planning, forecasting, and modeling for our SaaS operations.

• Develop and manage updates to financial models covering revenue, expenses, cash flow, headcount, and SaaS metrics.

• Maintain and enhance rolling forecasts along with detailed budgeting templates.

• Monitor and model SaaS performance metrics: ARR/MRR, churn, retention, CAC, LTV, cohort performance, etc.

• Generate monthly and quarterly financial reports and metrics while analyzing variances.

• Engage in ad-hoc analytics requests, deriving insights and transforming them into actionable explanations and recommendations.

• Aid in financial diligence, valuation modeling, and scenario analysis for potential mergers and acquisitions.

• Assist with integration modeling and post-acquisition performance tracking as required.

• Collaborate with Sales, Marketing, and Customer Success teams to comprehend performance drivers and model impacts at a detailed level.

• Participate in and review elements of the month-end close process.

• Oversee the calculation of Sales commission variable compensation and its financial administration.

• Ensure the integrity of financial data and consistency between actuals and models.

• Prepare and present regular financial reports to the VP of Finance & Accounting, COO, CEO, and Board of Directors.

• Effectively communicate model assumptions, limitations, and insights to non-financial stakeholders.

⛳️ Requirements

• Bachelor’s degree in Accounting, Finance, or a related discipline.

• CPA and/or MBA certification.

• 5–8+ years of experience in FP&A, corporate finance, or a related field.

• Previous experience in a SaaS environment is essential.

• Exceptional verbal and written communication abilities.

• Strong organizational skills with an outstanding attention to detail.

• Proven time management skills, capable of meeting deadlines efficiently.

• Excellent analytical and problem-solving capabilities.

• Ability to prioritize multiple concurrent tasks/workstreams and delegate effectively when necessary.

• Capacity to perform well in a fast-paced and occasionally stressful environment.

• Extensive experience in business performance forecasting and scenario modeling.

• Proficient in Microsoft Office Suite.

• Previous experience with a major ERP system is required; experience with NetSuite is preferred.

🏝️ Benefits

• Comprehensive health, dental, and vision benefits package.

• Paid time off.

• 401K with employer match.