Financial Planning & Analysis Manager

About the role

At Sovos, we're looking for a Financial Planning & Analysis Manager to sit at the heart of our financial strategy. You'll 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'll own the financial story behind our GTM performance and deliver analyses that inform everything from operational reviews to Board presentations.

Responsibilities

• 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.

Requirements

• Relevant experience in finance, business, economics, or accounting; Bachelor's degree or equivalent experience preferred. MBA is a plus.
• 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.
• Owned revenue forecasts and independently crafted financial narratives for GTM leadership and executive/Board audiences.
• Built 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 – able to 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.