FP&A Manager, Systems & Financial Planning

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

📋 Description

• Take ownership of and manage the Workday Adaptive Planning environment, which includes the model structure, data integrations, and system upkeep.

• Oversee the data flows between Adaptive and associated ERP, CRM, and data warehouse systems.

• Create and sustain automated consolidated financial reporting files for monthly SLT, Board, and investor evaluations.

• Assess and enhance the planning tool by introducing new modules, workflows, and integrations.

• Supervise expense budgeting and comprehensive P&L reporting.

• Collaborate with executive leadership to forecast bookings, revenue, labor, and EBITDA performance.

• Propel ACV and ARR-based forecasting and performance analysis, including bookings, expansion, churn, and net revenue retention.

• Provide monthly, quarterly, and annual forecasts, along with variance analysis, to senior leadership.

• Facilitate the entire annual operating planning process.

• Guide department and functional leaders by converting financial data into actionable insights.

• Recognize opportunities to automate processes and enhance financial analysis.

• Report financial results and insights to executive leadership.

⛳️ Requirements

• 3–5+ years of progressive FP&A experience, preferably in a SaaS, subscription, or PE-backed organization.

• Direct, hands-on experience in implementing and/or managing Workday Adaptive Planning; expertise in model design, system data flows, and ongoing ownership is essential.

• Proven experience with ACV, ARR, bookings, churn, NRR, and expansion revenue metrics.

• Experience with full P&L or expense-vertical ownership.

• Demonstrated history of constructing scalable reporting infrastructure and automated, board-ready reporting packages.

• Strong financial modeling and forecasting abilities.

• Comfort in engaging directly with C-suite stakeholders.

• A Bachelor's degree in Finance, Accounting, or a related field is mandatory.

• A self-starter attitude with a tendency towards automation, process enhancement, and perpetual learning.

• Experience with additional financial systems such as OfficeConnect, NetSuite, or Salesforce, and BI/visualization tools like Power BI or Tableau is preferred.

• Advanced certifications, such as an HBS Finance & Accounting certificate, are preferred.

• Prior experience in a structured financial development or rotational program is desirable.

• Experience in navigating a fast-growth or PE-backed environment is preferred.

🏝️ Benefits

• Competitive salary and performance-based incentives.

• Comprehensive health and wellness benefits.

• Opportunities for professional development and continuous learning.

• Flexible work arrangements to promote work-life balance.

• Collaborative and dynamic work environment.