We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1 We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
Financial Planning & Analysis Manager
Location
United States
Posted
4 days ago
Salary
Not specified
No structured requirement data.
Job Description
Role Description
This role offers an exciting opportunity for a finance professional to play a key role in shaping financial strategy and operational decision-making. The Financial Planning & Analysis Manager will lead budgeting, forecasting, and financial modeling efforts while delivering insights that guide leadership decisions. You will collaborate closely with cross-functional teams to analyze performance, track key metrics, and ensure accurate financial reporting. The role requires a strong analytical mindset and the ability to translate complex financial data into clear business insights. Working in a fast-paced environment, you will help optimize reporting structures, improve financial planning processes, and support strategic initiatives. Ideal candidates bring strong modeling expertise, SaaS industry knowledge, and the ability to influence stakeholders through data-driven insights.
- Lead and support the annual budgeting and forecasting process, coordinating with department leaders to gather inputs and build comprehensive financial plans.
- Maintain and enhance financial models used for planning, forecasting, and strategic decision-making.
- Analyze revenue and expense trends to ensure accurate forecasts and proactively update financial projections.
- Manage financial reporting processes, including the preparation of monthly and quarterly management reports and KPI dashboards.
- Review monthly financial results, identify variances against budget, and provide insights and recommendations to leadership.
- Improve financial planning and reporting structures to deliver clearer insights into business performance.
- Support strategic finance initiatives and evaluate potential financial opportunities or business scenarios.
- Collaborate with sales leadership and revenue operations teams to align sales targets with company growth objectives.
- Perform ad hoc financial analysis and reporting to support executive decision-making.
Qualifications
- Bachelor’s degree in Finance, Accounting, or a related field preferred.
- 7–10 years of relevant experience in Financial Planning & Analysis, strategic finance, investment banking, or private equity.
- Experience working within the SaaS or software industry with familiarity with ARR and SaaS financial metrics.
- Advanced financial modeling and analytical skills with strong proficiency in Microsoft Excel and PowerPoint.
- Experience with financial planning tools such as Adaptive Planning strongly preferred.
- Strong problem-solving and analytical abilities with attention to detail.
- Excellent communication and interpersonal skills with the ability to present financial insights to senior stakeholders.
- Ability to work in fast-paced environments with competing priorities while maintaining accuracy and organization.
- Self-starter mindset with strong time management and project management skills.
- Ability to collaborate cross-functionally and drive continuous improvement in financial processes.
Benefits
- Competitive compensation package.
- Comprehensive health coverage including medical, dental, and vision insurance.
- Retirement savings plan with company contributions.
- Paid time off and company holidays.
- Flexible and supportive work environment.
- Professional development and learning opportunities.
- Collaborative culture with strong cross-functional engagement.
Job Requirements
- Bachelor’s degree in Finance, Accounting, or a related field preferred.
- 7–10 years of relevant experience in Financial Planning & Analysis, strategic finance, investment banking, or private equity.
- Experience working within the SaaS or software industry with familiarity with ARR and SaaS financial metrics.
- Advanced financial modeling and analytical skills with strong proficiency in Microsoft Excel and PowerPoint.
- Experience with financial planning tools such as Adaptive Planning strongly preferred.
- Strong problem-solving and analytical abilities with attention to detail.
- Excellent communication and interpersonal skills with the ability to present financial insights to senior stakeholders.
- Ability to work in fast-paced environments with competing priorities while maintaining accuracy and organization.
- Self-starter mindset with strong time management and project management skills.
- Ability to collaborate cross-functionally and drive continuous improvement in financial processes.
Benefits
- Competitive compensation package.
- Comprehensive health coverage including medical, dental, and vision insurance.
- Retirement savings plan with company contributions.
- Paid time off and company holidays.
- Flexible and supportive work environment.
- Professional development and learning opportunities.
- Collaborative culture with strong cross-functional engagement.
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