Manager, Revenue Analytics & FP&A

Key Responsibilities

• Build, analyze, and share revenue reporting through BI tools and dashboards that help leaders understand performance and make informed decisions
• Own recurring revenue analytics, including new business, lost business, transfers, non-recurring revenue, and retention trends
• Ensure accuracy and integrity of reporting by reconciling revenue databases with production systems on a monthly basis
• Work with business partners to solve complex data and reporting needs, transforming large and varied data sets into practical financial insights
• Manage the monthly revenue recognition process in partnership with Finance, Sales, and Service teams
• Partner with Billing leadership on revenue billing matters related to month-end close, forecasting, and variance analysis
• Deliver clear financial commentary and variance explanations as part of corporate reporting cycles
• Lead budgeting and forecasting activities for division revenue streams, including broader FP&A forecasting across revenue, expenses, headcount, and operational planning
• Analyze performance drivers, trends, and variances to support outlook updates and scenario analysis
• Provide data-driven insights to support planning decisions and growth initiatives
• Contribute to additional FP&A responsibilities, special projects, and evolving business needs as the organization grows
• Turn complex financial and operational data into clear insights for executive audiences, including KPI reporting, variance analysis, trend reporting, financial storytelling, and presentation support
• Prepare monthly and ad hoc reporting for Executive Leadership, Sales, Finance, Support, and Corporate stakeholders
• Partner cross-functionally to translate analytical findings into clear, actionable business recommendations
• Identify and implement opportunities to improve efficiency through automation, process enhancements, and improved use of tools
• Support continuous improvement of reporting, analytics, and data workflows

Qualifications

• Bachelor’s degree in Finance or a related field
• Advanced experience using data visualization and analytics tools to create clear, business-focused reporting
• 5–8 years of progressive experience in FP&A, revenue analytics, business intelligence, or a related financial role
• Strong experience preparing and analyzing financial statements in accordance with GAAP
• Experience working with multiple accounting and data systems
• Advanced proficiency with Microsoft products (Excel, Power BI, PowerPoint, etc.)
• Demonstrated ability to communicate complex financial and analytical insights to senior leadership
• Preferred: Experience developing and maintaining BI dashboards for executive audiences, prior supervisory or informal leadership experience, Insurance industry experience, Experience supporting FP&A in a high-growth environment and/or publicly traded company