Senior Manager, Financial Planning & Analysis

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

📋 Description

• Lead the forecasting, budgeting, and long-range planning processes on a monthly, quarterly, and annual basis.

• Analyze key performance indicators such as revenue, bookings, ARR, churn, retention, and margins related to SaaS.

• Identify trends, risks, and opportunities through financial modeling and scenario planning.

• Manage the annual operating plan process and prepare financial presentations for the board.

• Utilize AI-driven forecasting and planning tools.

• Prepare and maintain budget versus actual reporting along with variance analysis.

• Construct, audit, and uphold transparent financial models.

• Oversee forecasting, budgeting, and performance reporting for the payments sector.

• Analyze payment KPIs and model payment economics.

• Collaborate with Accounting and Operations to verify payments revenue and processor cost data.

• Provide a comprehensive view of performance across SaaS and payments.

• Deliver ongoing reporting packages for executive leadership, board meetings, and private equity partners.

• Create dashboards that convert complex data into actionable insights.

• Address investor inquiries related to growth metrics, profitability, headcount, and operational performance.

• Design and maintain dashboards using business intelligence tools such as Tableau, Power BI, or Looker.

• Leverage AI tools to uncover trends, anomalies, and business opportunities.

• Collaborate with data and systems teams to enhance reporting automation and ensure data integrity.

• Develop scalable reporting for SaaS and payments metrics, sales performance, customer health, and operational KPIs.

• Work with cross-functional leaders on performance reporting and decision support.

• Assess the ROI of strategic investments, hiring plans, go-to-market strategies, and operational initiatives.

• Lead pricing analysis, compensation modeling, and the development of business cases.

• Conduct ad hoc analysis for strategic projects and executive priorities.

• Suggest process enhancements through automation, AI, and improved workflows.

• Serve as a long-term finance business partner, fostering robust processes and institutional knowledge.

⛳️ Requirements

• Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.

• Over 5 years of experience in FP&A, corporate finance, investment banking, consulting, or a similar analytical role.

• Proficient in financial modeling with advanced skills in Excel / Google Sheets.

• Experience in creating dashboards and reporting with BI tools.

• Strong grasp of SaaS business models and recurring revenue metrics.

• Working knowledge of payment economics, covering volume, net take rate, interchange and assessments, and processor costs.

• Familiarity with leveraging AI tools in a business context.

• Excellent communication skills, capable of presenting insights to senior leaders.

• High attention to detail and the ability to handle multiple priorities.

• Proven experience in building and utilizing comprehensive three-statement financial models, including cash forecasting and liquidity analysis.

• Proficient in SQL, with the capability to independently extract and validate data from business systems.

• Must be a permanent resident of the United States; current and continued U.S. residency is required.

• Preferred: experience in a private equity-backed organization.

• Preferred: experience in supporting board reporting or investor inquiries.

• Preferred: familiarity with ERP, CRM, and planning systems like NetSuite and Salesforce.

• Preferred: experience in a high-growth software, payments, or technology company.

• Preferred: exposure to SQL, Python, or advanced analytics tools.

• Preferred: in-depth knowledge of payments KPIs.

🏝️ Benefits

• Competitive benefits package.

• Opportunities for professional development.

• Fully remote employment (100%).

• A collaborative culture grounded in partnership and purpose.