Position SummaryAs the
Sr. Manager, Financial Planning & Analysis (FP&A), you will report directly to the Head of FP&A and serve as a key finance leader responsible for delivering timely, accurate, and decision-ready financial insights to executive leadership and the Board of Directors. You will play a central role in monthly reporting, forecasting, annual planning, and strategic analysis as the business continues to scale.
Essential Functions and Responsibilities- Lead the preparation and analysis of monthly financial reporting packages for the Board of Directors and executive leadership.
- Deliver clear variance analysis, KPI reporting, and forward-looking insights that support rapid decision-making aligned with PE ownership expectations.
- Own significant components of the monthly and quarterly forecasting process, including revenue, headcount, and operation expenses.
- Play a central role in the annual budgeting and long-range planning process, supporting growth, margin, and cash flow objectives.
- Function as a strategic finance partner to functional leaders across Sales, Marketing, Product, Engineering, and G&A
- Provide ad hoc financial analysis in support of strategic initiatives, M&A activity, and integration efforts.
- Enhance financial models, dashboards, and reporting tools to support scale and repeatability.
- Identify and drive process improvements across FP&A and cross-functional workflows.
- Mentor and develop junior FP&A team members, as applicable, and help evaluate overall team effectiveness.
- All other duties as assigned.
Required Skills and Experience- Bachelor's degree in finance, Accounting, Economics, or related field (MBA and/or CPA is a plus)
- 8-10+ years of progressive FP&A or corporate finance experience
- Experience in Software/SaaS strongly preferred.
- Strong understanding of SaaS business models and metrics (ARR, MRR, churn, CAC, LTV, gross margin)
- Prior experience in a PE-backed or similarly high-performance environment is a strong plus.
- Experience preparing materials for Boards of Directors and senior executives.
- Advanced financial modeling and Excel skills
- Experience with Workday Adaptive Planning is a strong plus.
- Ability to manage multiple priorities, work with incomplete information, and deliver high-quality outputs on tight timelines.
- Clear, confident communicator with the ability to translate analysis into actionable recommendations.
Other employee rewards include tickets to Cleveland sporting events, a variety of lunch and learns, and various employee-appreciation events throughout the year. Benefits include paid vacation, paid holidays, 401(k) with match, and tuition reimbursement, plus medical, eye and dental. Now offering discounts on pet, home, and auto insurance through Liberty Mutual!
