Manage complex models within the company’s financial model, including monthly and quarterly forecasting, budgeting, and long-range planning delivering accurate and timely projections
Build and own data pipelines and KPI reporting infrastructure across Snowflake, DOMO, Rillet, and Excel
Assist in financial planning processes as the key FP&A partner to our Head of Finance and team leaders
Produce variance analysis with clear, actionable commentary that drives departmental accountability
Own department-level budget vs. actual reporting and lead Monthly Operating Reviews with department heads
Maintain and improve SaaS metrics reporting: ARR, MRR, churn, expansion, renewal rates, and unit economics
Prepare materials for senior leadership, investor relations, and our Board to communicate financial performance
Conduct deep-dive analyses on compute expense, vendor spend, unit economics, and other strategic priorities
Work with departments to ensure data accuracy and reconcile discrepancies; metric definitions and logic stay with Finance leadership
Support annual operating plan development and long-range planning cycles
Coordinate GL bucketing and mapping recommendations with Finance Manager
Aid in Month-End-Close process

5–7 years of progressive FP&A or financial analytics experience
2+ years at B2B SaaS companies with deep understanding of subscription business models and metrics
SQL proficiency required
you will own Snowflake queries and data pipelines directly
Proven experience building reporting infrastructure from scratch at the data layer
Advanced Excel skills including financial modeling, complex formulas, and data manipulation
Experience with core FP&A processes: budgeting, forecasting, variance analysis
Solid understanding of GL structure and accounting fundamentals
Fluency in SaaS metrics (ARR, churn, expansion, LTV, CAC) with understanding of how they connect to financial outcomes
Comfortable with ambiguity; can take directional guidance and design solutions independently
Clear communicator who can translate data into business insights
Experience with Snowflake, DOMO, or similar data warehouse/BI tools is a plus
Familiarity with Rillet, NetSuite, or other modern accounting platforms is a plus
Experience with deep-dive cost analysis (compute/cloud spend, vendor analysis, unit economics)
Understanding of ASC 606 revenue recognition for subscription businesses
Previous experience being an early finance hire at a startup or the hands-on builder on a larger team

Manager, Financial Planning & Analysis

Key skills