Senior Manager, FP&A

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

📋 Description

• Report directly to the CFO, overseeing Corel's topline planning, forecasting, and analysis.

• Manage the weekly billings forecast.

• Develop the annual operating plan segmented by product.

• Prepare topline and KPI components for monthly operational reviews and quarterly Board presentations.

• Construct and maintain product-level KPI scorecards.

• Conduct variance analysis against budget, forecasts, and previous year results.

• Address data requests from the CFO and executive team.

• Lead FP&A planning-system projects in Planful, encompassing requirements, data validation, revenue and allocation models, and user training.

• Collaborate with Data and IT to incorporate Snowflake and NetSuite data into planning and reporting processes.

• Transition from manual spreadsheets to automated, repeatable reporting systems.

• Document models, planning calendars, and controls effectively.

• Collaborate with Sales, Marketing, and Product teams to establish financial assumptions.

• Assist in building investment cases for marketing initiatives, product launches, and headcount, utilizing ROI and payback analysis.

• Work alongside Accounting on close timing, ASC 606 revenue recognition, and accrual accuracy.

• Serve as a backup for critical models and processes throughout FP&A.

• Provide support for audits, cost programs, and M&A analyses.

⛳️ Requirements

• 6–8+ years of experience in FP&A, sales finance, or corporate finance.

• Background in software, SaaS, or subscription-based businesses.

• Practical experience with billings or revenue forecasting and topline KPI analysis.

• Daily hands-on experience utilizing Claude or similar AI tools (such as ChatGPT, Copilot, Gemini).

• Proven history of creating AI-assisted workflows that enhance efficiency or quality; prepared to present 2–3 examples.

• Ability to verify AI outputs against source data and discern when to abstain from using AI.

• Advanced financial modeling skills in Excel, including complex, linked, driver-based models.

• Strong understanding of the distinctions between billings and revenue, deferred revenue, and ASC 606 software revenue recognition.

• Excellent written and verbal communication skills, including the ability to present to senior leadership.

• Bachelor's degree in finance, accounting, economics, or a related discipline.

• Preferred: Familiarity with NetSuite, including GL structure, saved searches, and reporting.

• Preferred: Knowledge of Snowflake and SQL.

• Preferred: Advanced skills in Claude, including Projects, connectors, skills, artifacts, Claude in Excel, or Claude API.

• Preferred: Basic scripting experience with Python or similar languages.

• Preferred: Experience in assisting colleagues with the adoption of AI tools.

• Preferred: Experience in implementing or managing a planning tool such as Planful, Adaptive, or Anaplan.

• Preferred: Proficiency in Tableau or Power BI.

• Preferred: Experience in a private-equity-backed company, including sponsor and lender reporting.

• Preferred: Background in multi-product, multi-currency, and multi-channel business environments.

• Preferred: CPA, CFA, or MBA qualification.

🏝️ Benefits

• Fully remote work environment.

• Flexibility to work from any location.

• Absence of office-related pressure.

• Adaptable work arrangements.

• Flexible working hours.

• Opportunity to engage with AI initiatives and tools.

• Access to free trials/web versions of Corel products.