Sr. Manager Financial Planning & Analysis

Accountabilities:

• Financial Planning and Forecasting: Lead monthly, quarterly, and annual forecasting, budgeting, and long-range planning processes. Own the annual operating plan and maintain accurate, transparent financial models following best practices for driver separation, error checks, dynamic linking, and version control.

• Financial Performance Analysis: Monitor revenue, bookings, annual recurring revenue (ARR), churn, retention, margins, and other SaaS performance indicators. Prepare budget-versus-actual reporting, including period-over-period and year-over-year variance analysis, to identify trends, risks, and opportunities.

• Payments Financial Management: Own forecasting, budgeting, and performance reporting for the payments business in partnership with Payments, Product, and Sales leadership. Analyze processing volume, net revenue, take rates, interchange and assessments (IC&A), merchant services (MS), ACH, and performance across portfolios, partners, and merchant segments.

• Payments Economics and Profitability: Model payments pricing, processor and partner costs, and the impact of transaction volume and mix changes on profitability. Collaborate with Accounting and Operations to validate revenue and processor cost data, while providing an integrated view of SaaS and payments performance, including payments penetration across the customer base.

• Executive and Investor Reporting: Prepare and deliver recurring financial reporting packages for executive leadership, board meetings, and private equity partners. Respond to investor requests involving growth metrics, profitability, headcount, and operational performance.

• Dashboarding and Business Intelligence: Design, develop, and maintain dashboards using Tableau, Power BI, Looker, or similar platforms. Build scalable reporting solutions covering SaaS and payments metrics, sales performance, customer health, and operational KPIs.

• Data Analytics and Automation: Use AI-enabled tools to identify trends, anomalies, and business opportunities across large datasets. Partner with data and systems teams to improve reporting automation, data integrity, and the efficiency of financial planning processes.

• Cross-Functional Business Partnership: Collaborate with Sales, Customer Success, Marketing, Product, Payments, Operations, and HR leaders to provide financial insights and decision support.

• Strategic Business Analysis: Evaluate the return on investment of strategic investments, hiring plans, go-to-market programs, and operational initiatives. Lead pricing analysis, compensation modeling, business case development, and ad hoc analysis for strategic projects and executive priorities.

• Financial Operations Improvement: Recommend and implement smarter workflows using automation and AI. Establish durable financial processes, documentation, and institutional knowledge that can scale with business growth.

• Financial Discipline and Accuracy: Maintain high standards of reporting quality, accountability, data validation, and financial governance across all planning and analysis activities.

Requirements:

• Education: Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.

• Professional Experience: At least five years of experience in FP&A, corporate finance, investment banking, consulting, or another highly analytical business role.

• Financial Modeling: Strong financial modeling capabilities, including demonstrated experience developing and maintaining full three-statement models covering the income statement, balance sheet, and cash flow, as well as cash forecasting and liquidity analysis.

• Technical and Analytical Skills: Advanced proficiency in Microsoft Excel and/or Google Sheets, with the ability to build, maintain, and interpret complex financial models.

• Data and SQL Proficiency: Working proficiency in SQL, including the ability to independently retrieve and validate data from business systems to support financial analysis and reporting.

• Business Intelligence: Experience developing dashboards and reporting solutions using BI tools such as Tableau, Power BI, Looker, or comparable platforms.

• SaaS Financial Expertise: Strong understanding of SaaS business models and recurring revenue metrics, including ARR, churn, retention, and related performance indicators.

• Payments Knowledge: Working knowledge of payments economics, including transaction volume, net take rate, interchange and assessments, processor costs, MS, and ACH, with the ability to quickly develop deeper expertise in the payments business.

• AI and Automation: Experience using AI tools such as ChatGPT, Copilot, forecasting platforms, or automation solutions to improve business analysis, reporting, and operational efficiency.

• Communication and Presentation: Excellent communication skills and the ability to translate complex financial information into clear, actionable insights for senior leaders and other stakeholders.

• Organization and Attention to Detail: Strong accuracy, analytical judgment, and the ability to manage multiple priorities in a fast-paced environment.

• Preferred Experience: Background in a private equity-backed organization, experience supporting board reporting or investor requests, and familiarity with high-growth software, payments, or technology businesses.

• Systems Knowledge: Familiarity with ERP, CRM, and financial planning systems such as NetSuite and Salesforce.

• Advanced Analytics: Exposure to Python or other advanced analytics tools is an advantage.

• Residency Requirement: Candidates must be permanent residents of the United States and maintain US residency throughout their employment.

Benefits:

• Work Flexibility: 100% fully remote employment for eligible candidates permanently residing in the United States.

• Strategic Exposure: Opportunity to work closely with executive leadership, private equity stakeholders, and cross-functional business teams.

• Professional Impact: Direct influence on financial strategy, business performance, investment decisions, and long-term growth across SaaS and payments operations.

• Technology and Innovation: Opportunity to leverage AI, automation, and advanced analytics to modernize financial planning and reporting.

• Career Development: Broad exposure to strategic finance, executive reporting, business intelligence, and high-growth technology operations.

• Collaborative Environment: Work across Finance, Sales, Product, Payments, Operations, and other teams to support business-wide priorities.