Senior Manager, Financial Planning – Analysis

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

📋 Description

• Establish the FP&A function from the ground up by creating budgeting and forecasting processes, financial models, and reports suitable for board presentation.

• Oversee the annual budgeting process and quarterly reforecasting efforts.

• Manage an integrated SaaS financial model that includes bookings, ASC 606 recognized revenue, deferred revenue waterfall, and expenses.

• Collaborate with the accounting team for month-end close support; take ownership of specific workstreams such as flux analysis and revenue review.

• Generate monthly board reports and executive dashboards accompanied by narrative analysis.

• Collaborate with cross-functional leaders to establish targets and guide investment decisions.

• Conduct ad-hoc strategic analyses, including pricing strategies, unit economics, customer cohorts, and channel ROI.

• Suggest and implement a FP&A technology stack, utilizing AI tools to enhance efficiency.

⛳️ Requirements

• A minimum of 8 years in FP&A, corporate finance, or strategic finance, with at least 4 years spent in a SaaS or subscription-based company.

• Demonstrated ability to work independently and establish processes from the ground up; this role is not suitable for someone seeking a predefined playbook.

• Strong understanding of ASC 606 revenue recognition, including modeling recognized versus billed revenue, deferred revenue, and the bookings-to-revenue bridge.

• Ability to navigate a month-end close cycle, including reviewing journal entries (JEs) and accruals for accuracy, performing flux and variance analysis, and collaborating with the accounting team to streamline the process.

• Proficiency in core SaaS metrics (ARR, NRR/GRR, CAC, LTV, payback period, magic number, rule of 40) and their relationship to the P&L and cash flow.

• Advanced financial modeling skills in Excel or Google Sheets, including three-statement and operating models.

• Proficient in SQL and experienced in working with cloud data warehouses (Snowflake preferred; BigQuery, Redshift, or Databricks are also relevant).

• Experience in creating board-ready reports and confidently presenting to executive audiences.

• Familiarity with NetSuite (or a similar ERP) as a primary system of record.

• Exposure to FP&A planning tools such as Vena, Pigment, Mosaic, Anaplan, Workday Adaptive Planning, Planful, Cube, or Datarails.

• Regular user of AI tools (Claude, ChatGPT, Copilot, or similar) for analysis, modeling, and written communication.

• Exceptional written and verbal communication skills in English; capable of simplifying complex concepts.

• Bachelor’s degree in finance, accounting, economics, or a related discipline; an MBA, CPA, CFA, or equivalent credential is preferred.

🏝️ Benefits

• Competitive salary and performance-based bonuses.

• Comprehensive health benefits including medical, dental, and vision coverage.

• Flexible work hours and remote work opportunities.

• Professional development and training programs.

• Generous vacation and paid time off policy.