Manager, FP&A

Responsibilities

• Revenue & Forecast Ownership
• Build and maintain the company’s revenue forecast model, integrating pipeline data, bookings trends, retention rates, and expansion signals.
• Develop a bottoms-up and tops-down view of the business and reconcile the two with intellectual rigor.
• Own the weekly, monthly and quarterly reporting and forecast cycle from data pull to exec presentation.
• Pipeline & Growth Analytics, GTM Partnership
• Partner with Marketing, Sales, Growth, and Revenue Operations to analyze performance across both self-serve and sales-led funnels — including acquisition and conversion rates, pipeline health, deal velocity, coverage ratios, CAC payback, and LTV/CAC by channel and segment.
• Surface actionable insights on funnel quality, cohort retention, and pipeline risk.
• Serve as the financial voice in GTM planning — capacity and marketing mix modeling, quota and pricing decisions, territory and channel allocation, and headcount ROI analysis.
• Board of Directors & Investor Reporting
• Own or heavily support the preparation of Board of Directors materials, including monthly and quarterly performance packages, KPI dashboards, and variance narratives.
• Build and maintain the analytical frameworks the Board relies on to assess business health, capital efficiency, and strategic progress.
• Cook up data for PE sponsors on reporting cadences, data requests, and ad hoc diligence questions — producing outputs that meet the quality bar of sophisticated institutional investors.
• Executive Reporting & Communication
• Contribute to internal ELT reporting and Quarterly Business Reviews, producing weekly, monthly, and quarterly revenue reporting packages for the CFO and executive team.
• Translate data-heavy analysis into concise, decision-ready narratives.
• Design and maintain dashboards that give business partners real-time visibility into the metrics that matter most.
• Quantitative Modeling & Data Infrastructure
• Design and own complex financial models covering ARR, bookings, subscriber growth, churn and retention, NRR, and LTV/CAC across both self-serve and sales-led motions.
• Work directly in the data layer — SQL, BI tools, product analytics, and CRM exports — to validate numbers at the source rather than relying on aggregated summaries.
• Identify data gaps and drive improvements in data quality alongside Analytics, Growth, and RevOps.
• Strategic Projects & Ad Hoc Analysis
• Support M&A diligence, portfolio review analyses, and long-range planning processes.
• Take on high-priority ad hoc analyses that require someone who can get into the details quickly and surface the right answer under time pressure.

Qualifications

• 5+ years in FP&A or finance: Experience in a high-growth SaaS or tech company preferred, with direct exposure to revenue forecasting and GTM finance.
• Private equity background: Prior experience in a PE-backed company or PE firm — you understand portfolio reporting cadences, sponsor expectations, and the analytical standards that come with institutional ownership.
• Board-level exposure: Hands-on experience building or contributing to Board of Directors packages. You know what Board members look for, how to structure a narrative around performance, and how to handle the scrutiny that comes with it.
• Deep quantitative skills: Advanced Excel/Google Sheets modeling is a given. Proficiency in SQL strongly preferred. Experience with Tableau, Looker, or similar BI tools. You’re comfortable pulling your own data.
• Strong business partnering: Proven ability to work cross-functionally with Sales, Marketing, and CS leaders. You earn trust by showing up prepared, speaking their language, and being right on the numbers.
• Commercial acumen: Fluency in SaaS metrics — ARR, NRR, churn, CAC, LTV, pipeline coverage. You think about the business, not just the spreadsheet.
• Clear communicator: Able to distill complex analysis into a tight narrative for executive and Board audiences. Comfortable presenting to the CFO and senior leadership with well-structured, visually clean outputs.
• Detail-obsessed, not detail-paralyzed: You QA your own models, catch errors before they surface upstream, and build for accuracy without sacrificing speed or usability.