Job Type
Full-time
Description
Position Overview: Manager, Financial Planning & Analysis (FP&A) will be responsible for supporting the financial planning, budgeting, forecasting, management reporting processes and ad-hoc modeling to support strategic decisions for the organization. This role involves collaborating with stakeholders across various business units to provide actionable financial insights and recommendations that drive strategic decision-making and support business growth. The Senior Associate will contribute to improving financial performance, ensuring accuracy in financial models, and maintaining alignment with company objectives.
Key Responsibilities: - Lead and assist in the annual budgeting process and ongoing forecasting activities.
- Analyze trends, financial results, and operational performance to provide insights to management team.
- Assist with development and maintain financial models to support planning, forecasting, and business scenarios.
- Prepare regular financial performance reports, highlighting key insights, variances, and actionable recommendations.
- Assist in monthly, quarterly, and annual financial close processes to ensure timely and accurate reporting.
- Perform variance analysis to explain differences between actual financial performance and budget.
- Work with department heads to understand business drivers, challenges, and opportunities.
- Provide support to management with data-driven recommendations on cost control, operational efficiency, and investment decisions.
- Identify opportunities to improve financial reporting, forecasting, and planning processes, aligning with company-wide goals.
- Provide ad-hoc analysis as needed for special projects, business cases, and strategic initiatives.
- Support mergers, acquisitions, and other major business developments with financial insights.
Requirements
- Bachelor's degree in Finance, Accounting, Business, or related field.
- 5-8 years of experience in financial planning, analysis, or related roles, preferably in a data/technology environment
- Proven experience working with metrics such as subscription revenue, ARR, bookings (new logos/churn), and retention rates
- Strong experience in budgeting, forecasting, and financial reporting.
- Advanced proficiency in Microsoft Excel (including building dynamic financial models) and PowerPoint.
- Knowledge of ERP systems and data visualization tools is a plus.
- Strong analytical and problem-solving skills.
- Strong communication skills (both written and verbal); ability to communicate clearly to management and other key stakeholders
- Strong attention to detail and organizational skills.
- Ability to work under pressure, prioritize tasks, and meet deadlines in a fast-paced environment.
- Ability to work independently and as part of a team; a highly motivated self-starter
- Nice to have: prior experience leveraging AI tools (Claude) to automate repetitive reporting, variance analysis, and other forecasting workflows
Salary Description
145000-160000
