Manager/Senior Manager, Financial Planning & Analysis

About the role

The role serves as a core, hands-on member of the corporate finance team supporting a fast-growing, publicly traded AI data engineering company. It is an ownership role where the individual will own and run key forecasting, budgeting, and modeling workstreams end to end, partner closely with operations and accounting, and help build the financial infrastructure required to scale globally.

Responsibilities

• Own, build, and continuously improve sophisticated driver-based financial models spanning the consolidated forecast, annual operating plan, and long-range plan, including scenario, sensitivity, and unit-economics analysis to support executive and Board decisions.
• Apply deep familiarity with services / delivery-based business economics — utilization, billable capacity, project margins, revenue recognition timing, and headcount-to-revenue linkage.
• Own defined FP&A processes end to end — from data through analysis to reporting — and drive standardization, automation, and repeatable close and forecast cycles rather than relying on ad hoc effort.
• Communicate clearly and credibly with senior leadership and executives, translating complex financial analysis into concise, decision-ready narratives and materials.
• Prepare Board, investor, and executive materials with strict adherence to public-company disclosure discipline.
• Partner with operations and delivery leaders to translate operational metrics into financial outcomes.
• Support corporate development, including valuation frameworks, diligence support, and deal modeling.
• Mentor analysts and contribute to the maturation of the FP&A function.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• MBA, CPA, or CFA a plus.
• Six or more years of progressive FP&A experience (eight or more for Senior Manager), preferably in a public company or high-growth technology or professional-services environment.
• Private equity, portfolio-company, or startup / high-growth experience a strong plus.
• Advanced financial modeling and Excel skills are essential; experience with modern planning tools (e.g., Adaptive, Pigment, Anaplan) and BI platforms preferred.
• Direct experience with pricing, margin analysis, and/or deal economics.
• Strong understanding of GAAP, revenue recognition, and SEC reporting considerations.
• A hands-on operator who owns processes and builds, not just reviews — comfortable in the detail while keeping the strategic picture in view.
• Excellent communication skills, with a proven ability to present financial concepts to non-financial and executive audiences.
• Experience supporting M&A or corporate development a strong plus.

Qualifications

• Hands-on experience with financial modeling and Excel.
• Experience with modern planning tools and BI platforms.
• Understanding of GAAP, revenue recognition, and SEC reporting considerations.
• Strong communication skills, able to present financial concepts to non-financial and executive audiences.
• Experience supporting M&A or corporate development.

Skills

• Financial modeling
• Service industry acumen
• Process ownership
• Executive communication
• Monthly close partnership
• Board, investor, and executive materials preparation
• Corporate development support

Benefits

Equity may also be offered for the right candidate as part of the total compensation package.

Pay

The expected salary range for this position is $150,000 – $175,000 USD per year, based on experience, skills, and qualifications.

Schedule

N/A