FP&A Manager

Accountabilities

Financial modeling and cash flow management: Build and maintain Cash EBITDA and free cash flow models, delivering accurate monthly actuals, forecasts, variance analyses, and cash flow bridges to support financial planning and decision-making.
Recurring revenue analysis: Own the end-to-end annual recurring revenue (ARR) model, including new business, expansion, contraction, churn, renewals, retention forecasting, gross and net revenue retention, and cohort analysis.
SaaS performance metrics: Monitor and analyze key software-as-a-service (SaaS) metrics, including customer acquisition cost (CAC) payback, lifetime value-to-CAC ratio (LTV:CAC), gross margin, and the Rule of 40.
Financial planning and forecasting: Lead the Annual Operating Plan and recurring forecasting cycles, consolidate departmental budgets, challenge assumptions, and produce comprehensive company-level financial projections.
Data reconciliation and integrity: Reconcile ARR and bookings data from Salesforce with general ledger records and recognized revenue, partnering with Accounting and Revenue Operations (RevOps) to investigate and resolve discrepancies at their source.
Management reporting: Deliver monthly and quarterly financial reports comparing actual performance against forecasts and plans, providing clear commentary on key business drivers, variances, risks, and opportunities.
Executive and board support: Prepare financial analyses, presentations, and board materials that communicate business performance, financial outlook, and strategic recommendations effectively.
Reporting standardization: Develop and maintain a consistent, repeatable monthly reporting package, documenting financial metrics, definitions, methodologies, and assumptions to ensure accuracy and transparency.
Process improvement and automation: Simplify and automate financial planning models, reporting workflows, and analytical processes to reduce manual effort, improve efficiency, and accelerate insights.
Strategic financial analysis: Support business initiatives through ad hoc financial analysis, scenario modeling, and the preparation of supporting schedules for external advisors.
Mergers and acquisitions: Contribute to M&A activities through financial due diligence, integration modeling, synergy tracking, and return-on-investment analysis.
Cross-functional collaboration: Work closely with the Chief Financial Officer, Accounting, RevOps, and other stakeholders to align financial information with operational performance and strategic priorities.
Requirements
Education: Bachelor's degree in Finance, Accounting, Economics, or a related field, or equivalent professional experience.
Professional experience: At least five years of experience in financial planning and analysis (FP&A), strategic finance, corporate development, investment banking, or Big Four audit or transaction advisory, including at least two years working within a SaaS or technology company.
SaaS financial expertise: Strong understanding of SaaS business models, recurring revenue dynamics, ARR reporting, retention metrics, customer economics, and subscription-based revenue forecasting.
Financial modeling: Advanced Excel proficiency, including experience building three-statement financial models, driver-based forecasts, cash flow models, and scenario analyses.
Planning and forecasting: Demonstrated ability to lead annual operating plans, manage recurring forecast cycles, consolidate departmental budgets, and evaluate business performance against financial targets.
Analytical and quantitative skills: Strong financial analysis capabilities, with the ability to interpret complex data, identify performance trends, assess business risks, and translate findings into actionable recommendations.
Data accuracy and controls: Exceptional attention to detail and a proven track record of producing reliable, transparent, and audit-ready financial information.
Reporting and communication: Excellent written and verbal communication skills, including the ability to present financial results and explain complex financial concepts to executives and board-level stakeholders.
Cross-functional partnership: Experience collaborating with Accounting, Revenue Operations, and other business teams to reconcile financial data, improve reporting consistency, and align operational and financial metrics.
Process optimization: A continuous improvement mindset, with the ability to automate workflows, simplify reporting processes, and establish scalable financial planning practices.
Adaptability and ownership: Comfortable working in a fast-paced, high-accountability environment with changing priorities, tight deadlines, and significant executive visibility. Demonstrates initiative, sound judgment, and the ability to manage responsibilities independently.
Strategic mindset: Ability to support business planning, scenario analysis, strategic initiatives, and M&A-related financial assessments.
Work authorization: Must be authorized to work for any employer in the United States. Employment visa sponsorship or transfer is not available. Refugee and asylee candidates may be considered with appropriate proof of status provided before employment begins.
Benefits
Competitive base salary: Annual salary ranging from $140,000 to $160,000, depending on geographic market, relevant experience, knowledge, and skills.
Additional compensation: Performance-based bonus opportunities and potential equity or other incentives, depending on applicable compensation arrangements.
Healthcare coverage: Comprehensive medical, dental, and vision insurance.
Retirement savings: Access to a retirement savings plan with employer matching contributions.
Paid time off: Generous paid leave and company holidays to support work-life balance.
Remote flexibility: A remote-friendly working environment that supports flexibility and productivity.
Home office support: A stipend to help cover home office setup expenses.
Fitness and wellbeing: A monthly gym membership stipend to support physical health and wellness.
Professional development: Opportunities to expand financial expertise, develop leadership capabilities, and grow professionally within a scaling technology business.
Collaborative culture: A supportive working environment that encourages cross-functional collaboration, continuous improvement, and shared accountability.
Strategic impact: The opportunity to work closely with executive leadership and influence financial planning, business performance, and long-term growth strategy.