Financial Planning & Analysis Manager

Role Overview

• Reporting to the Director, FP&A, the FP&A Manager will be primarily responsible for the budgeting, planning and forecasting process
• Support the annual budget process, coordinating with key budget owners to gather inputs as needed to develop overall corporate budget
• Provide supporting maintenance and development of company financial model
• Own and support strategic / financial analysis as well as model building
• Review and understand revenue and expense trends to maintain accurate forecast in Adaptive and distribute forecast updates as needed
• Proactively optimize the current reporting structure and analysis via Adaptive Planning
• Maintain Adaptive Planning environment to ensure accurate reporting and user access
• Analyze monthly results and research variances to budget, providing Accounting feedback on adjustments as needed
• Distribute month-end budget v actual reports to Senior Management and develop reporting packages for these key stakeholders, addressing related inquiries as needed
• Compile and distribute various monthly and quarterly Management reporting, including company metrics and KPI’s.
• Drive continuous improvement in current reporting and modeling to provide key stakeholders better insight into company performance
• Monitor performance indicators, highlighting trends and analyzing causes of unexpected variance
• Provide support in evaluating potential strategic finance options
• Coordinate with Sales Management / Director of Revops in the development of sales team targets ensuring that individual targets align with overall company goals
• Perform ad hoc reporting and analysis as required

Requirements

• Bachelor's Degree in Accounting or Finance preferred
• 7-10 years of relevant experience in Financial Planning & Analysis, Investment Banking, Private Equity or Strategic Finance
• Experience in SaaS/Software industry required.
• Advanced Microsoft Excel and PowerPoint skills.
• Experience with Adaptive Planning solution highly preferred.

Benefits

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities