Sr. Manager, Financial Planning & Analysis - Remote

What You’ll Do (Essential Responsibilities)

• Own processes across revenue, OpEx, and headcount.
• Build and maintain driver-based forecasting models tied to business drivers.
• Manage budgets, forecasts, and reporting in Adaptive (Workday) with accuracy and timeliness.
• Develop Tableau dashboards that give leaders real-time, self-service visibility into performance and KPIs.
• Deliver monthly, quarterly, and executive reporting packages that are accurate, visual, and decision-useful -- up to and including Board-level materials.
• Partner with business leaders in R&D, sales, marketing, and other departments to identify trends, flag risks, and recommend actions that drive revenue and margin.
• Contribute to long-range planning, scenario modeling, and forecast updates.
• Support go-to-market (GTM) strategies with financial insights on pricing, payback, customer health, and ROI.
• Apply a finance lens to resource allocation, efficiency, trade-offs, and growth strategy.
• Mentor and guide analysts - reviewing models, strengthening analysis, and raising the quality bar.
• Lead the monthly forecasting cadence and enforce planning timelines, coordinating inputs across the business to deliver consistent, consolidated outputs.

What You Need (Key Requirements)

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field.
• Knowledge and experience typical of someone with ~7 years in FP&A or strategic finance, including mastery of the core FP&A cycle and some experience mentoring analysts or leading processes.
• Direct FP&A experience at a public SaaS/software company -- you understand the metrics, operating cadence, and expectations of a listed technology business.
• Ability and willingness to work east coast US hours.
• Thrive working independently and remotely -- highly task-oriented, self-motivated, and outcome-driven.
• Strong financial modeling skills -- built and owned driver-based, 3-statement models that guide real decisions.
• Experience with core FP&A workflows: budgets, forecasts, headcount models, variance analysis, and compensation/OpEx modeling.
• SaaS metrics expertise (ARR, CAC, payback, CLTV/LTV, churn) and ability to apply them in decision-making.
• Comfortable working within public company reporting cycles, earnings prep, and investor-grade analysis.
• Proven history of partnering successfully with operational teams (R&D, Sales, Marketing) on budgets and cost discipline.
• Demonstrated ability to manage a small team or process -- setting deadlines, reviewing outputs, driving accountability.
• Comfortable working with large datasets and translating them into actionable insights.
• Hands-on experience with the “technological plumbing” of business -- finance, HR, CRM, and data systems that keep operations running including:
• --EPM/FP&A tools (Adaptive [Workday] or equivalent)
• --ERP (NetSuite or equivalent)
• --CRM (Salesforce or equivalent)
• --HRIS/payroll (Dayforce/Ceridian or equivalent)
• --BI/dashboarding (Tableau or equivalent)
• --Data warehouse (Snowflake or equivalent)

What Would be Nice (Preferred Skills)

• Experience implementing or designing Adaptive (Workday) systems.
• Advanced data science and automation skills -- e.g., PowerQuery to automate data combination and analysis, or lightweight ETL processes to streamline FP&A workflows.
• Experience validating and cleaning complex, imperfect datasets.
• Proven ability to improve forecasting accuracy, reporting speed, or decision-usefulness through automation or data visualization.
• Ability to design audit-proof models that are easy to follow, maintain, and scale.
• A great sense of humor -- if you can make the FP&A team laugh during quarter-end board deck prep, you’ll fit right in.

Who Are You / What Sets You Apart

• Keen attention to detail with superb technical and analytical skills.
• Excellent collaboration and communication abilities; you simplify complexity and focus on what moves the needle.
• An excellent financial modeler -- you build models that are fast, flexible, and accurate.
• You don’t just pull numbers -- you pressure-test assumptions, challenge inconsistencies, and drive toward outcomes.
• You take ownership -- you manage your time and priorities well, don’t wait to be asked, and raise your hand when something doesn’t look right.
• Comfortable in the gray -- quick to form a view, clear on trade-offs, and decisive under uncertainty.
• Experienced across the FP&A cycle and ready to step into a player-coach role, balancing hands-on work with oversight.
• Passionate about teaching and mentoring - you can take a team with passion and raw talent, identify new strengths, and channel it into excellence.

What Success Looks Like in Year One

• You’ve expanded the team by hiring and onboarding an additional analyst, strengthening FP&A capacity.
• You’ve built or upgraded forecasting models that executives actively use to steer key decisions.
• You’ve commanded the trust and loyalty of senior executives -- seen as a partner whose judgment shapes company priorities.
• You’ve led financial support for go-to-market reviews and calls, bringing data-driven clarity to pipeline, pricing, and ROI.
• You’ve partnered with business unit leaders across R&D, Sales, and Marketing to improve decision-making and accountability.
• You’ve identified at least one major business inefficiency and helped reallocate spend to higher-ROI areas.
• You’ve helped the company say “no” to low-value projects and double down on the right ones - backing it up with data.
• You’ve elevated FP&A processes -- planning, reporting, forecasting - to deliver more signal and less noise, while building credibility as a leader who mentors analysts, enforces process discipline, and raises the quality bar.