Financial Planning & Forecasting lead monthly, quarterly, and annual planning cycles for Product Development and G&A functions
Build and maintain financial models supporting headcount planning, operating expense forecasting, and long‑range financial plans
Collaborate with functional leaders to understand spending trends, emerging risks, and efficiency opportunities
Produce monthly and quarterly reporting packages, including variance analysis, KPI dashboards, and executive-ready summaries
Conduct ad hoc financial analyses to evaluate investment decisions, operating performance, and cost optimization initiatives
Serve as the primary financial advisor to Product Development and G&A department owners
Drive improvements in forecasting accuracy, reporting automation, and financial workflows
Manage, mentor, and develop two FP&A Analysts.

Bachelor’s degree in Finance, Accounting, Economics, or related field
6–8+ years of FP&A or relevant financial analysis experience
Strong experience in operating expense and headcount planning
Advanced Excel and financial modeling capability; strong PowerPoint skills
Preferred Experience supporting Product Development, Engineering, R&D, or technical organizations
Background in SaaS, technology, or product-driven environments
Experience with reporting systems (Oracle EPM, OneStream, Salesforce, NetSuite, Workday, etc.)
MBA or CPA a plus.

Senior FP&A Manager

Key skills