Lead the annual budgeting process, rolling forecasts, and multi-year financial models to support company growth objectives
Perform in-depth financial analysis, including margin analysis, OpEx/CapEx tracking, and KPI reporting
Prepare executive-level presentations and Board review materials, translating financial data into clear business insights
Serve as the primary finance liaison for business leaders, providing monthly budget vs. actual reporting and actionable recommendations
Support FP&A initiatives related to acquisitions, pricing strategy, ROI analysis, and other ad hoc corporate projects
Continuously optimize FP&A systems, processes, and workflows to improve efficiency and accuracy (Workday Adaptive Planning experience preferred)
Collaborate closely with the VP of FP&A and senior leadership on strategic planning, performance monitoring, and operational finance initiatives
Participate in cross-functional meetings to provide financial insights and support business decision-making

5–7+ years of progressive FP&A, Corporate Finance, or Investment Banking experience
Hands-on experience with Workday Adaptive Planning, including model building, reporting, and scenario analysis
Advanced Excel skills (Power Query, Pivot Tables, complex logic) and familiarity with ERP systems (e.g., NetSuite)
Strong communication skills with the ability to influence senior leaders and explain financial concepts to non-finance stakeholders
Bachelor’s degree in Finance, Accounting, Economics, or related field (MBA or CPA preferred)
Proven ability to lead financial planning, analysis, and reporting for complex organizations
Comfortable working in a fast-paced, collaborative environment and managing multiple priorities simultaneously
(Preferred) Experience supporting earnings calls, investor reporting, and strategic initiatives for SaaS or technology businesses

FiscalNote supports our people by enabling team members with flexibility and benefits to promote well-being and balance
Competitive salaries
Retirement accounts
Equity packages
Comprehensive benefits packages

Manager, FP&A

Key skills