Sr. Manager Financial Planning & Analysis

About the role

Position Summary As the Sr. Manager, Financial Planning & Analysis (FP&A), you will report directly to the Head of FP&A and serve as a key finance leader responsible for delivering timely, accurate, and decision-ready financial insights to executive leadership and the Board of Directors. You will play a central role in monthly reporting, forecasting, annual planning, and strategic analysis as the business continues to scale. Let us start your future at Foundation!

Responsibilities

• Lead the preparation and analysis of monthly financial reporting packages for the Board of Directors and executive leadership.
• Deliver clear variance analysis, KPI reporting, and forward-looking insights that support rapid decision-making aligned with PE ownership expectations.
• Own significant components of the monthly and quarterly forecasting process, including revenue, headcount, and operation expenses.
• Play a central role in the annual budgeting and long-range planning process, supporting growth, margin, and cash flow objectives.
• Function as a strategic finance partner to functional leaders across Sales, Marketing, Product, Engineering, and G&A
• Provide ad hoc financial analysis in support of strategic initiatives, M&A activity, and integration efforts.
• Enhance financial models, dashboards, and reporting tools to support scale and repeatability.
• Identify and drive process improvements across FP&A and cross-functional workflows.
• Mentor and develop junior FP&A team members, as applicable, and help evaluate overall team effectiveness.
• All other duties as assigned.

Requirements

• Bachelor's degree in finance, Accounting, Economics, or related field (MBA and/or CPA is a plus)
• 8-10+ years of progressive FP&A or corporate finance experience
• Experience in Software/SaaS strongly preferred
• Strong understanding of SaaS business models and metrics (ARR, MRR, churn, CAC, LTV, gross margin)
• Prior experience in a PE-backed or similarly high-performance environment is a strong plus
• Experience preparing materials for Boards of Directors and senior executives
• Advanced financial modeling and Excel skills
• Experience with Workday Adaptive Planning is a strong plus
• Ability to manage multiple priorities, work with incomplete information, and deliver high-quality outputs on tight timelines
• Clear, confident communicator with the ability to translate analysis into actionable recommendations

Benefits

• Fun, casual, yet hard-working culture that invests in employees, promotes creativity, and delivers on reputation
• Manicures and pedicures in the office
• Massages, laundry service, monthly car washes, catered lunches Wednesdays and a monthly happy hour
• Tickets to Cleveland sporting events
• Variety of lunch and learns
• Various employee-appreciation events throughout the year
• Paid vacation, paid holidays, 401(k) with match, and tuition reimbursement
• Medical, eye and dental coverage
• Discounts on pet, home, and auto insurance through Liberty Mutual
• Foundation is constantly recognized as one of Northeast Ohio's top workplaces; 21-time winner of the NorthCoast 99 award, multi-year winner of The Plain Dealer's Top Workplaces award, and multiple years on the Inc. 5000 list of fastest-growing private companies in the U.S.