Senior Manager/Director of Financial Planning & Analysis, FP&A

Role Overview

• Develop deep understanding of Trading Technologies’ annual operating plan, business model, product portfolio, GTM strategy, and key value drivers
• Take ownership of Annual budget, rolling forecasts, and board/executive reporting processes
• Establish strong partnerships with GTM, Product, and Operations leaders as a trusted finance advisor
• Own and enhance 3-statement financial model and long-range plan
• Identify opportunities to improve forecasting accuracy, automate reporting, and enhance financial data infrastructure
• Lead the Annual Operating Plan (AOP), rolling forecasts, and long-range planning, including scenario and sensitivity analyses
• Serve as a strategic finance partner to GTM, Product, and Line of Business leaders, supporting forecasting, pricing strategy, headcount planning, product investment, M&A integrations and growth initiatives
• Prepare and continuously enhance executive, investor, and Board reporting packages, translating complex financial results into strategic narratives and recommendations
• Build and maintain a fully integrated 3 statement financial forecast model, including a 13 week cash forecast
• Perform data-driven analyses to monitor business operations; provide management with clear and actionable insights into drivers of business growth, risks and opportunities
• Own the FP&A systems roadmap and partner with stakeholders to ensure scalable financial data architecture, automation, and governance
• Drive process improvements to increase forecasting accuracy, reporting efficiency, and decision-making speed
• Build, mentor, and scale a high-performing FP&A team

Requirements

• Bachelor’s degree in Finance, Accounting, Economics or a related field (MBA or CFA preferred)
• 8+ years of progressive experience in FP&A, strategic finance, investment banking or related roles
• Experience in PE-backed or high-growth SaaS/software environments strongly preferred
• Strong knowledge of GAAP, revenue recognition, SaaS and financial metrics, including but not limited to: ARR, Bookings, renewals/retention, sales productivity, Rule of 40, etc.
• Track record of leading data transformation and automation projects within the Finance function
• Strong financial and business acumen with ability to communicate the “what” and “why” behind the numbers
• Experience hiring, mentoring and scaling FP&A teams
• Expertise in planning and forecasting tools (e.g., Abacum, Adaptive, Planful), ERP systems (NetSuite), and CRM/BI platforms (Salesforce, Domo, Tableau, Power BI)
• Demonstrated experience in leading budgeting, forecasting, and variance analyses
• Proficiency in building and maintaining complex financial models including fully integrated 3-statement long-range model
• Exceptional attention to detail, problem-solving and critical thinking skills

Tech Stack

• ERP
• Tableau

Benefits

• Medical, Dental, and Vision insurance
• Flexible Spending Accounts (FSA) & Health Savings Accounts (HSA)
• 401(k) retirement plan
• Pre-tax transit and parking benefits
• Enjoy the best of both worlds: the energy and collaboration of in-person work, combined with the convenience and focus of remote days
• 22 days of Paid Time Off (PTO) per year, with the option to roll over unused days
• One dedicated day per year for volunteering
• Two professional development days per year to allow uninterrupted professional development
• An additional PTO day added during milestone anniversary years
• Robust paid holiday schedule with early dismissal
• Generous parental leave for all parents (including adoptive parents)
• Budget for tech accessories, including monitors, headphones, keyboards, and other office equipment
• Backup child and pet care, as well as tutoring services
• Milestone anniversary bonuses
• Stipend and subsidy contributions toward personally-owned cell phones
• Contributions for gym memberships and health/wellness initiatives
• Discounted healthcare premiums
• Healthy meal delivery program subsidies