Manager/Senior Manager, Financial Planning & Analysis

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

📋 Description

• Take ownership of, develop, and consistently enhance complex driver-based financial models that cover the consolidated forecast, annual operating plan, and long-range plan, incorporating scenario, sensitivity, and unit-economics analysis to facilitate executive and Board decisions.

• Leverage extensive knowledge of services and delivery-based business economics — including utilization, billable capacity, project margins, revenue recognition timing, and the correlation between headcount and revenue.

• Manage defined FP&A processes from start to finish — encompassing data collection, analysis, and reporting — while promoting standardization, automation, and consistent close and forecast cycles, avoiding dependence on ad hoc efforts.

• Clearly and effectively communicate with senior leadership and executives, converting intricate financial analyses into succinct, decision-ready narratives and materials.

• Oversee the monthly closing process in collaboration with Accounting, which includes variance analysis, revenue reconciliation, and management reporting.

• Prepare materials for the Board, investors, and executives with strict compliance to public-company disclosure standards.

• Collaborate with operations and delivery leaders to translate operational metrics into financial results.

• Provide support for corporate development, including valuation frameworks, diligence assistance, and deal modeling.

• Mentor analysts and aid in the growth of the FP&A function.

⛳️ Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a similar field; an MBA, CPA, or CFA is advantageous.

• A minimum of six years of progressive FP&A experience (eight or more for Senior Manager), ideally in a public company or a high-growth technology or professional services environment.

• Experience in private equity, portfolio companies, or startups/high-growth scenarios is a strong advantage.

• Exceptional financial modeling and Excel skills are crucial; familiarity with modern planning tools (e.g., Adaptive, Pigment, Anaplan) and BI platforms is preferred.

• Direct experience in pricing, margin analysis, and/or deal economics is required.

• Strong comprehension of GAAP, revenue recognition, and SEC reporting implications.

• A proactive operator who takes ownership of processes and builds, rather than merely reviewing — comfortable with details while maintaining a strategic perspective.

• Outstanding communication skills, with a demonstrated ability to convey financial concepts to both non-financial and executive audiences.

• Experience in supporting M&A or corporate development is a significant plus.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health, dental, and vision insurance.

• Generous retirement savings plan with company matching.

• Opportunities for professional development and career growth.

• Flexible work schedule and remote work options.