FP&A Manager

About the role

The organization operates in the SaaS global gifting and swag platform industry, addressing the challenge of creating meaningful connections between B2B companies and their prospects, customers, and employees. It facilitates personalized gifting, branded swag, and event experiences at scale through automated sourcing, storage, and global delivery, integrating with marketing, sales, and HRIS systems. The company serves clients across multiple regions including the US, UK, Portugal, and Australia, supporting multiple revenue streams and cross-border physical goods movement.

The FP&A Manager role is critical in professionalizing the finance function and enabling the business to scale confidently. This position oversees financial planning, forecasting, and performance reporting, ensuring accurate and insightful financial analysis. The role combines financial storytelling with data management and leverages automation and AI to enhance efficiency within a lean finance team.

Responsibilities

• Build and maintain consolidated operating models across entities and revenue streams
• Manage annual budgets, quarterly reforecasts, and rolling cash and P&L forecasts
• Conduct budget-versus-actual and variance analyses with clear commentary
• Develop unit economics and margin analysis by revenue stream
• Produce board, lender, and management reporting narratives
• Maintain the performance dashboard as a single source of truth
• Manage data reporting layers across financial and CRM systems
• Collaborate with data owners to specify reporting and data requirements
• Define and monitor data integrity checks
• Create self-service dashboards for finance and stakeholders
• Identify and implement automation in forecasting, reporting, and variance workflows
• Apply AI tools to accelerate analysis and draft commentary
• Promote controlled adoption of AI and automation within finance

Requirements

• Five or more years in FP&A, corporate finance, or related analytical roles, preferably in SaaS or multi-entity businesses
• Advanced financial modeling skills and strong proficiency in Excel or Google Sheets
• Hands-on experience with SQL and BI or analytics tools
• Familiarity with ERP systems, preferably NetSuite; CRM and CPQ data systems advantageous
• Experience using automation and AI tools in finance or analytics workflows
• Clear communication skills for presenting to executives and boards
• Bachelor’s degree in finance, accounting