Who You Are: HighLevel is seeking a Corporate FP&A Manager to join our growing FP&A team. This is a high-visibility, execution-oriented role at the center of our consolidated reporting, forecasting, and investor-facing deliverables. You'll partner closely with senior members of the FP&A team - taking ownership of recurring reporting and forecasting workstreams - while contributing to the corporate model, the strategic planning process, and the materials that go to senior leadership, the Board, and external stakeholders.
This position is ideal for someone who thrives in a fast-paced SaaS environment, is detail-obsessed, and takes pride in precise, high-quality work. You will report to the Sr. Director, Corporate FP&A.
What You Will DoReporting & consolidation- Own the monthly budget-vs-actuals (BvA) process end to end, building out BvA and forecast reporting, and partnering with owners on variances and changes to key metrics
- Support pre-IPO readiness, ensuring the accuracy, discipline, and rigor of corporate reporting meets the expectations of public-company stakeholders
- Consolidate the Board deck materials, maintaining a consistent financial narrative and helping shape the company story
- Produce business-unit reporting packages and ad-hoc analyses for leadership
Forecasting & planning- Maintain and improve the consolidated forecast - rolling forecasts across the P&L, balance sheet, cash flow, including cash landing and capex projections
- Maintain corporate forecast assumptions (merit, benefits, FX, tax rates, etc.) and build scenario and sensitivity analyses that inform strategic and resource-allocation decisions
Process, systems & partnering- Coordinate the finance calendar and executive review cadence
- Partner with the finance systems team to enhance the corporate model, FP&A tooling (Abacum), dashboards, and playbook - applying AI and automation to recurring work
What You Bring- Bachelor's degree in Finance, Accounting, Economics, or a related field (CPA or MBA a plus)
- 8+ years of progressive experience in FP&A, strategic finance, investment banking, or private equity, ideally within a high-growth SaaS business
- Strong understanding of GAAP and non-GAAP metrics for software companies, and the SaaS KPI set (ARR, GRR, NRR, CAC, LTV)
- Proven experience building and maintaining consolidated P&L, balance sheet, and cash flow forecasts
- Detail-oriented with exceptional analytical and modeling skills; comfortable with large data sets and complex models
- Experience preparing materials for executive, Board, or investor audiences
- Strong written and verbal communication skills with the ability to translate complex financial analysis into clear insights and partner effectively with cross-functional teams, including Accounting, People, and Strategic Finance, to drive alignment on financial performance and business priorities.
- Advanced proficiency in Excel / Google Sheets with experience building complex financial models; experience with FP&A platforms (Abacum, Pigment, Anaplan, Adaptive Insights) and BI tools (Tableau, Looker) preferred.
- Public-company experience or pre-IPO readiness exposure a plus
- Strong business judgment, intellectual curiosity, and the ability to thrive in a fast-paced, high-accountability environment
- Demonstrated ability to improve FP&A processes through automation, reporting enhancements, and scalable financial planning practices.
The salary range for this position is
$126000 - $161000 annually.
