Senior Manager – Financial Planning, Analysis

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

📋 Description

• Manage the revenue budgeting and forecasting process.

• Estimate cash inflows and assist with cross-departmental long-range planning initiatives.

• Conduct financial analytics.

• Take ownership of the revenue component of the annual budget, monthly actuals reporting, and forecasts.

• Evaluate and validate the bottoms-up revenue forecast from Revenue Operations.

• Establish the risk-adjusted revenue figure utilized for financial planning.

• Develop and maintain the integrated multi-year financial model as the definitive resource for long-range planning.

• Consolidate revenue, operating expenses, cash, and reserves inputs from Strategic Finance, Revenue Operations, and the Leadership Team.

• Define input requirements, standards, and deadlines for departments contributing to the multi-year model.

• Lead financial performance analytics, which includes ROI reporting and ad hoc analyses.

• Collaborate with stakeholders to define growth-focused financial and KPI objectives and monitor progress.

• Prepare monthly financial results for leadership review.

• Assist in creating presentations for the Board of Directors and Finance Committee.

• Report directly to the Senior Director of Strategic Finance.

⛳️ Requirements

• A Bachelor’s degree, ideally in business, finance, or a related discipline.

• Over 7 years of experience across diverse strategic, analytical, and finance roles.

• A solid finance background with a comprehensive understanding of financial concepts.

• Preferred expertise in forecasting, long-range planning, and financial analytics.

• Advanced skills in Google and Microsoft Suite, particularly Google Sheets and Excel.

• Familiarity with systems like NetSuite, Salesforce, Looker, or similar platforms is preferred.

• Adaptability to various systems and tools, with a proven capability to utilize AI for enhancing workflow efficiencies.

• Capacity to manage multiple projects and initiatives concurrently.

• Ability to thrive in a fast-paced and dynamic work environment.

• Strong quantitative skills with the capability to transition between detailed and high-level analysis.

• Expertise in translating data into actionable insights.

• Detail-oriented with a track record of producing high-quality deliverables.

• Must be eligible to work in the United States without company sponsorship now or in the future.

🏝️ Benefits

• Unlimited PTO.

• Summer Fridays.

• 6-week paid sabbatical leave after 5 years of employment.

• Annual bonus potential through The Pool.

• 401k plan with employer matching.

• Medical coverage at 85% along with contributions for Dental/Vision.

• Flexible Spending Account (FSA) and dependent daycare FSA.

• Company-funded life insurance, short-term disability (STD), and long-term disability (LTD).

• 16-week paid maternity and paternity leave for new parents.

• Stipends for home office setup, professional development, and a You-do-You perk.

• TSA Pre-check reimbursement.

• Flexible working hours; team members are expected to be online from 10 AM to 4 PM ET, regardless of location, plus three hours per day asynchronously, including an hour for lunch.

• 2-4 annual travel requirements that promote team alignment, connection, and in-person collaboration.