Senior Manager, Financial Planning & Analysis (FP&A)

About the role

Join a market leader in software-as-a-service (SaaS) solutions and services within the healthcare industry. As the Senior Manager, Financial Planning & Analysis, you will serve as the company's FP&A leader, partnering directly with the CFO to drive forecasting, strategic planning, financial modeling, and executive decision support. This is a highly visible individual contributor role for a finance professional who thrives in a hands-on environment and enjoys building sophisticated models, influencing business decisions, and serving as a trusted advisor to executive leadership. Reporting directly to the CFO, this position will own the FP&A function and work closely with leaders across Sales, Customer Success, Product, Operations, and Accounting to support the company's continued growth and value creation initiatives. The ideal candidate combines exceptional financial modeling skills with strong business acumen, intellectual curiosity, and the ability to translate complex financial data into actionable recommendations.

Responsibilities

• Own the annual budgeting process, quarterly forecasts, monthly forecast updates, and long-range planning cycles.
• Develop and maintain driver-based financial models supporting revenue, headcount, operating expenses, cash flow, and strategic initiatives.
• Create and continuously enhance rolling forecasts that improve visibility into business performance and future outcomes.
• Partner with department leaders to develop budgets, forecasts, and operational assumptions.
• Serve as a strategic advisor to the CFO and executive leadership team by providing data-driven insights and recommendations.
• Identify opportunities to improve revenue growth, operating leverage, profitability, and resource allocation.
• Conduct scenario planning, sensitivity analyses, and strategic modeling to support key business decisions.
• Lead financial analyses supporting new products, pricing strategies, investments, market expansion opportunities, and growth initiatives.
• Develop business cases and ROI analyses for strategic projects and technology investments.
• Deliver monthly and quarterly financial reporting packages highlighting performance, key trends, risks, and opportunities.
• Prepare Board and investor reporting materials in partnership with the CFO.
• Develop executive dashboards and KPI reporting to monitor business performance.
• Analyze variances to budget, forecast, prior periods, and strategic plans while providing clear explanations and recommendations.
• Own reporting and analysis of key SaaS operating metrics, including: ARR, MRR, Net Revenue Retention, Gross Revenue Retention, Customer Acquisition Cost, Customer Lifetime Value, Gross Margin, Revenue Productivity, and Unit Economics.
• Partner with business leaders to improve operational performance and drive accountability through data.
• Support acquisition evaluations, due diligence efforts, and financial modeling related to M&A opportunities.
• Assist in evaluating partnership opportunities and strategic investments.
• Support pricing analyses, contract reviews, RFP submissions, and commercial decision-making.
• Improve FP&A processes, systems, reporting capabilities, and forecasting accuracy over time.

Requirements

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• 8-12+ years of progressive experience in FP&A, Strategic Finance, Corporate Finance, Investment Banking, Management Consulting, or related fields.
• Strong SaaS experience required, preferably in a recurring-revenue environment.
• Expertise building complex financial models from the ground up.
• Demonstrated experience owning budgeting, forecasting, and long-range planning processes.
• Advanced Excel and financial modeling capabilities.
• Experience preparing executive-level presentations and supporting Board reporting.
• Strong understanding of SaaS metrics, revenue drivers, and business economics.
• Experience partnering directly with senior executives and influencing business decisions.
• Strong communication skills with the ability to explain financial concepts to non-financial stakeholders.
• Experience with NetSuite and FP&A planning tools preferred.
• Private equity-backed company experience strongly preferred.
• Ability to thrive in a fast-paced, high-growth environment with limited infrastructure and significant ownership.

Preferred Qualifications

• MBA, CFA, CPA, or equivalent advanced credential.
• Experience in healthcare technology or healthcare SaaS.
• Prior experience supporting private equity-sponsored businesses.
• Experience building FP&A processes and reporting infrastructure from scratch.
• Exposure to mergers and acquisitions, investor relations, or strategic finance functions.
• Experience leveraging financial systems and BI tools to automate reporting and improve decision-making.