Agile Forecasting & Planning: Lead the annual budgeting process and maintain a rolling 18-month forecast that adapts to shifting market conditions and internal pivots.
Partner with the CEO, VP of Finance, and Operations leadership to deliver accurate forecasts and actionable insights
Prepare monthly and quarterly financial reporting packages, including variance analysis vs. budget and prior periods
Develop and maintain operating models, scenario analyses, and sensitivity modeling to support strategic decision-making
Own the reporting and analysis of mission-critical KPIS (ARR, Retention, LTV, CAC, etc.) and communicate trends to leadership
Establish and refine budget and operating benchmarks to support performance
Board & Investor Relations: Prepare high-impact reporting packages for Board meetings and investor updates, providing clear narratives around variance and growth trajectories.
Cash Flow Optimization: Manage sophisticated cash flow modeling to ensure capital efficiency as we scale toward $50M+ AR
Act as Act as a "Internal Consultant" to Department Heads (Sales, Marketing, Product, Customer Success), helping them understand the financial implications of their key initiatives, headcount and spend decisions.
Identify opportunities to improve financial processes, reporting efficiency, and data accuracy
Collaborate with accounting, external CPAs, and auditors as needed to ensure alignment between reporting and planning.

Bachelor's degree in accounting, finance, or related field required.
5-8+ years of experience in FP&A, finance, or strategic finance roles, ideally within a PE or venture-backed SaaS environment
Strong understanding of SaaS business models, metrics, and revenue dynamics
Advanced financial modeling and forecasting skills with the ability to build models from scratch
CRM/BI: Strong familiarity with Salesforce data structures and BI tools
Solid understanding of financial statements, cash flow, and how planning ties to actuals
Strategic Mindset: Ability to see "beyond the spreadsheet" to understand the operational levers that drive SaaS value creation.
Strong presentation and communication skills for leadership and planning discussions
High attention to detail, strong analytical mindset, and comfort working in a fast-paced, scaling organization
Advanced proficiency in Microsoft Excel and the broader Office suite
Experience analyzing M&A transactions a plus.

In addition to your compensation plan we also have medical, dental, and vision health insurance benefits w/ HSA plan
disability insurance
401k plan
generous PTO
paid holidays and other benefits.

Financial Planning and Analysis Manager

Key skills