Senior Manager, Financial Planning and Analysis

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Role Summary

We are seeking a dynamic and commercially minded Senior Manager, Financial Planning and Analysis to join our FP&A team. Reporting to the Senior Director, Financial Planning, this high-impact role is responsible for delivering core FP&A processes and leading initiatives that enhance business performance and drive operational efficiency. The ideal candidate brings deep expertise in FP&A and Sales Operations, and a passion for continuous improvement and cross-functional collaboration.

Key Responsibilities

FP&A Leadership & Business Partnering

• Lead consolidated forecasting and quarter-end close processes, delivering insightful analysis to support decision-making
• Drive the annual budgeting cycle and long-range planning efforts in collaboration with business leaders and FP&A colleagues
• Provide financial oversight and support for Opex planning, tracking, and variance analysis across functions
• Prepare executive-level reporting packages that highlight performance, risks, and opportunities
• Build and maintain financial models to assess business performance, cost drivers, and revenue dynamics
• Deliver value-added reporting and analysis to support commercial and operational decisions
• Lead initiatives that align FP&A and Sales Operations, including long-term revenue modeling, revenue recognition policies, and development and tracking of key SaaS metrics

Process Optimization & Continuous Improvement

• Champion initiatives that improve reporting accuracy, data integrity, and decision-making speed
• Standardize and automate reporting processes to reduce manual effort and improve scalability
• Identify and implement cross-functional process improvements that drive alignment and operational excellence

Qualifications

• Bachelor’s degree in Finance, Business, or a related field
• 7+ years of experience in FP&A or Sales Operations within a complex, fast-paced organization, ideally in the software or technology sector
• Strong understanding of financial planning processes and sales metrics, including SaaS KPIs
• Comprehensive knowledge of Microsoft Office, particularly Excel and PowerPoint, for data analysis, reporting, and executive-level presentations
• Proficiency with enterprise systems such as Salesforce, NetSuite, Adaptive Planning, or equivalent platforms
• Proven ability to lead change, drive results, and influence cross-functional stakeholders
• Excellent communication skills, with the ability to engage effectively across all levels of the organization

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Scheduled Weekly Hours: