Financial Planning & Analysis Manager - Sovos
Financial Planning & Analysis Manager

Accounting/Finance Full-Time United States

The Role

At Sovos, we looking for a Financial Planning & Analysis Manager to sit at the heart of our financial strategy. You translate numbers into narratives that drive decision-making across the organization, shaping budgeting, forecasting, and long-range planning processes while partnering with leaders to connect financial insights to real outcomes. This role sits within our Go-to-Market Financial Planning & Analysis team, where you own the financial story behind our GTM performance and deliver analyses that inform everything from operational reviews to Board presentations.

More specifically, you will:

• Own execution of monthly financial forecasts, annual budgets, and long-range planning activities, ensuring accuracy and alignment with business objectives.
• Lead monthly Operational Review and Board of Directors reporting processes, delivering clear GTM financial narratives around ARR, net bookings, revenue, and pipeline - translating drivers and risks into actionable insights for executives and the Board.
• Build and maintain integrated financial models and scalable processes that evolve with the business, leveraging AI tools and technologies to enhance financial modeling, automate routine analyses, and accelerate insight generation.
• Partner with Accounting to maintain consistency between budgets, forecasts, and reported GAAP financials, and collaborate with GTM and business leaders to align financial forecasts with strategic priorities and commercial realities.
• Support M&A integration initiatives with a focus on SaaS revenue metrics, ensuring acquired entities are brought into the forecasting and reporting framework.
• Partner with cross-functional teams to ensure data integrity across Adaptive, Keystone, NetSuite, and other key financial systems, and lead ad hoc modeling to support strategic and operational initiatives as they arise.

What You Bring to Sovos

• Relevant experience in finance, business, economics, or accounting; Bachelors degree or equivalent experience preferred. MBA is a plus.
• You have finance experience with demonstrated growth in scope and complexity with significant time in FP&A, ideally within Private Equity-backed SaaS companies - including deep, hands-on expertise in SaaS metrics (ARR, GRR, net bookings, billings, pipeline) and the commercial mechanics behind them.
• Youve owned revenue forecasts and independently crafted financial narratives for GTM leadership and executive/Board audiences.
• You can build integrated financial models and scenario analyses in Excel, including integrated financial models and scenario analysis, plus hands-on experience with Adaptive, NetSuite, Tableau, and MS Office.
• Working knowledge of GAAP to ensure forecasts reconcile with reported results, and comfort working with AI tools to enhance productivity and analytical capabilities.
• effective problem-solving, analytical, and critical-thinking skills, with excellent verbal and written communication abilities - you can distill complex analyses into clear, actionable insights.
• Due to client contractual obligations, the successful candidate will be asked to clear a background check and drug test upon hire.

The Process

We believe in a transparent and comprehensive hiring process. Heres what you might expect:

1

Pre-Employment Assessment

Regionally specific assessments we use to mitigate bias and give every applicant a fair shot.

2

Video Interview

A chance to meet as many qualified applicants as possible and get to know you beyond your resume.

3

Meeting with a Recruiter

A conversation to talk through the role, your experience, and your goals.

4

Live Interviews with the Hiring Team

Meet the people youll work with and dig into the day-to-day of the role.

Life at Sovos

The tools to enhance your life - because we want you to enjoy your life outside of work and inside!

• Global Mentoring Program
• AI Tools and Technology from Day 1
• Continuous Learning and Development
• Language Learning Support
• Global Employee Recognition Platform and Programs
• Global Parental Leave Policy
• Flexible Time-Off
• Comprehensive Health, Dental and Vision Insurance
• 401(k) with company match
• HSA with Sovos match
• Tuition Reimbursement
• Volunteer Time Off and Charitable Giving Match

Ready to make your move?

Wed love to hear from you. Use the Apply button at the top of this page to submit your application.

SOVOS 9 Sovos 2026. All rights reserved. Qualifications