FP&A Manager

Job Summary

The FP&A Manager is responsible for all aspects of functional P&L budgeting and forecasting—monthly, quarterly, and annual planning—and supports the monthly/quarterly close process and board reporting. You'll be the FP&A point person for assigned business partners, working closely with them on both headcount and non-headcount/vendor spend.

Key Responsibilities

• Collaborate with FP&A and business owners to develop robust financial forecasts and budgets that reflect the company's strategic direction.
• Lead the creation of financial reports and presentations that provide insightful analysis to senior executives and the Board of Directors.
• Reporting design: enhance the visibility and accessibility of financial reports and dashboards, with an emphasis on visual design supporting better decision-making at all levels.
• Lead ad hoc financial modeling and analysis for special projects; build detailed financial models for scenario planning.
• Partner with departmental leaders to drive process and systematic improvements across the Company, including identifying and building automation and AI-augmented workflows that improve the team's efficiency and accuracy.
• Oversee continuous improvement of financial processes for functional P&L groups to align with corporate objectives and maximize efficiency and accuracy.
• Partner cross-functionally to gather relevant data and support business units in decision-making with data-driven insights; provide guidance to business unit leaders on financial matters and performance metrics.

Qualifications

• 8+ years of progressive Finance experience with demonstrated growth in FP&A roles, preferably within SaaS.
• Bachelor's degree in Finance, Business, Accounting, or related field; MBA/CFA a plus.
• Thorough understanding of GAAP accounting principles.
• Excellent interpersonal skills; proven ability to work cross-functionally and influence decisions at all management levels.
• In-depth knowledge of financial processes, data structures, and systems.
• Experience with planning and reporting tools—Anaplan, NetSuite, or equivalents.
• Technical fluency demonstrable through some combination of: complex Excel modeling (including dynamic arrays and modern features), scripted automation (PowerQuery, VBA, etc.), SQL or Python for data manipulation, dashboarding tools (Power BI or equivalent), or AI-assisted workflows you've built yourself.
• Hands-on with modern AI tools—ChatGPT, Claude, Copilot, custom GPTs, or similar— and inclined to build with them rather than just consume them.
• Able to convey complex financial information clearly and persuasively.
• Experience with the visual design of dashboards and reporting.
• Recognized as a trusted advisor with a robust ability to guide strategic decision-making and execution.
• Superior attention to detail balanced with the ability to see the bigger picture; sound judgment, drive, initiative, and the confidence to verbalize comments and suggestions.

Pay

The salary range for this position is $125,000 - $150,000 per year. Final compensation will be determined based on several factors, including but not limited to skills, relevant experience, and work location. Please note this range reflects base salary and does not include incentive compensation or potential equity grants. We also offer a comprehensive and highly competitive benefits package.