Manager, Financial Planning – Analysis

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

📋 Description

• Collaborate closely with business leaders and functional stakeholders to gain insights into their operational areas, using that knowledge to conduct analyses that guide financial planning and business decisions.

• Lead prominent recurring tasks such as month-end reporting, revenue forecasting, quarterly forecasts, and annual budget preparations.

• Manage the company's revenue forecasting process, primarily focusing on converting bookings data into precise revenue projections.

• Act as a financial authority during discussions with business leaders, offering insights and influencing critical strategic decisions.

• Develop and enhance financial models and reporting mechanisms at both the departmental and company-wide levels.

• Take responsibility for the core assumptions, quality, timeliness, and accuracy of the models.

• Monitor key performance indicators, identifying trends and analyzing variance causes to report to senior leadership and key stakeholders.

• Prepare monthly management reporting packages that include variance analysis and commentary.

• Supervise and mentor two Senior FP&A Analysts, ensuring the production of high-quality deliverables and fostering their professional growth.

• Promote continuous enhancement of FP&A tools, processes, and systems.

• Conduct ad-hoc reporting and analysis as necessary.

⛳️ Requirements

• Bachelor’s Degree in Finance, Accounting, or Business Administration from an accredited institution.

• At least eight (8) years of relevant operational experience in FP&A, strategic finance, investment banking, private equity, or a similar field.

• Demonstrated ability to cultivate strong collaborative relationships with business partners.

• Capacity to handle multiple tasks and maintain high performance under tight deadlines.

• Excellent written and verbal communication skills, with a proven ability to present insights effectively.

• Previous experience in a SaaS organization is highly advantageous.

• Prior experience supporting Go-To-Market (GTM) and General & Administrative (G&A) functions is a significant plus.

• Self-motivated, meticulous, proactive, and detail-oriented.

• Solution-oriented mindset with a strong sense of ownership and enthusiasm for implementing best practices.

• Commitment to the highest standards of accuracy and precision.

• Ability to impose structure in ambiguous situations and excel in a fast-paced, unstructured environment.

• Strong time management capabilities with an aptitude for prioritizing tasks.

• Preferred software proficiency includes high expertise in Microsoft Excel, NetSuite Planning & Budgeting, Tableau, and Salesforce.

🏝️ Benefits

• Comprehensive benefits package.

• Flexible time off plans.