Location: Alpharetta, GA (Hybrid)
Reports To: VP of Finance / Head of Finance
Employment Type: Full-TimeRole Overview
The Manager, FP&A is a hands-on individual contributor responsible for core financial planning and analysis activities, including budgeting, forecasting, performance analysis, and executive reporting. This role partners closely with senior finance leadership and cross-functional business leaders to deliver actionable insights that support growth, operational discipline, and value creation.
While the role does not initially include direct reports, it is intentionally structured with a clear path to people leadership as the company scales.Key Responsibilities
Financial Planning & Forecasting- Own key components of the annual budget, rolling forecast, and long-range planning processes across both SaaS and services
- Build and maintain detailed financial models covering revenue, gross margin, operating expenses, EBITDA, and cash flow
- Perform scenario and sensitivity analyses to support PE-driven planning and decision-making
Revenue, Margin, and Unit Economics- Analyze SaaS performance metrics including ARR, bookings, churn, net revenue retention (NRR), and deferred revenue
- Support services forecasting related to backlog, utilization, billable rates, and project-level margins
- Partner with Sales and Services leadership on deal economics, pricing strategies, and margin optimization
Business Partnership & Decision Support- Serve as a trusted finance partner to leaders across Sales, Services, Operations, and Product
- Support hiring plans, investment decisions, and cost initiatives through rigorous financial analysis
- Translate complex financial data into clear, decision-ready insights for non-finance stakeholders
Reporting, KPIs, and Management Cadence- Prepare monthly operating reviews and executive-level KPI dashboards
- Deliver concise variance analysis versus budget and forecast, with clear supporting commentary
- Support Board-level and private equity sponsor reporting requirements
Process, Systems, and Scalability- Continuously improve FP&A processes, modeling standards, and reporting discipline
- Partner closely with Accounting to ensure alignment between actuals, forecasts, and management reporting
- Leverage NetSuite, Power BI, and advanced Excel modeling to enhance data quality and insights
Qualifications & Experience- Bachelor's degree in Finance, Accounting, Economics, or a related field
- 5-10+ years of progressive experience in FP&A or corporate finance
- Experience within PE-backed, SaaS, technology, and/or professional services environments strongly preferred
- Demonstrated experience supporting hybrid SaaS and services business models
- Advanced Excel and financial modeling skills
- Hands-on experience with NetSuite and Power BI
- Strong communication skills with the ability to engage confidently at the executive level
