Manager, Financial Planning and Analysis

📋 Description

• Oversee the annual budgeting and forecasting activities in collaboration with senior business executives.

• Generate monthly, quarterly, and annual financial reports along with variance analyses for the executive leadership team.

• Lead the automation of our financial processes by utilizing AI and contemporary development tools to shift the team from manual Excel spreadsheets to fully scalable, automated workflows.

• Create and sustain financial models for scenario planning, sensitivity analysis, and long-term forecasting.

• Offer financial support for strategic initiatives, investments, and operational enhancements.

• Recognize and implement continuous improvements in financial processes, systems, and reporting workflows.

• Work in conjunction with Accounting and other Finance divisions to guarantee precise and timely reporting in accordance with accounting standards.

• Track and report on financial and operational KPIs, providing insights to enhance performance.

• Assist with ad hoc analyses, M&A, due diligence, and special projects as required.

• Supervise and mentor a team of FP&A professionals, encouraging their growth and development.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Business, or a related field; MBA or advanced degree is preferred.

• CPA, CFA, or a similar professional designation; familiarity with US GAAP is advantageous.

• Demonstrated technical development and AI skills (e.g., Python, SQL, AI/ML tools), with a proven history of modernizing finance operations and minimizing reliance on spreadsheets.

• 7+ years of experience in FP&A, Corporate Finance, or similar roles; experience in SaaS or technology sectors is beneficial.

• Strong skills in financial modeling, forecasting, and analysis.

• Advanced Excel capabilities and 3+ years of experience with financial planning tools (e.g., Adaptive Insights, Anaplan).

• Familiarity with Netsuite or comparable accounting software.

• Detail-oriented, data-driven, and willing to challenge existing processes.

• Capable of managing multiple priorities and thriving in a fast-paced, high-growth environment.

• Excellent communication and collaboration abilities, with a knack for influencing cross-functional stakeholders.

• Knowledge of business intelligence tools (e.g., Tableau) is an advantage.

🏝️ Benefits

• Innovative work environment.

• Opportunities for professional growth.

• Supportive colleagues.

• Chance to engage in meaningful work.