Senior Manager of Financial Planning & Analysis, Power Factors

• This role is ideal for a finance leader who combines deep SaaS and services unit economics, hardware financial modeling, advanced Excel modeling, Python proficiency, and experience driving AI-enabled financial transformation
• 7–10+ years of progressive FP&A, or investment banking experience, ideally across SaaS, Professional Services, and Hardware business models
• Expert-level Excel modeling skills (dynamic models, statistical forecasting, complex data structures)
• Strong financial storytelling abilities—synthesizing complex operational data into decision-ready insights
• Ability to thrive in fast-paced environments with ambiguous inputs and evolving priorities
• Exceptional communication skills with executive stakeholders

Desirable

• Power Factors is seeking a Senior Manager of Corporate FP&A to strengthen our financial planning, forecasting, and analytics capabilities across our global PE backed SaaS + Professional Services + Hardware business
• This position will be the key owner of debt covenant monitoring, compliance reporting, and credit agreement support
• Own the company-wide budgeting, forecasting, and long-range planning excel model, ensuring accuracy, speed, and cross-functional alignment
• Build and maintain complex driver-based financial models for SaaS ARR/MRR, Professional Services utilization, and Hardware COGS/margin views
• Partner with senior leadership to prepare executive-ready reporting, board materials, narrative packages, and scenario analyses
• Own advanced financial modeling in Excel, including multi-scenario forecasting, dynamic cost allocation models, and statistical forecasting techniques
• Use Python in Excel or standalone Python workflows to automate data cleanup, forecasting, variance analysis, and scenario planning—leveraging emerging FP&A best practices
• Implement AI-enabled financial processes (e.g., generative insights, automated forecast updates, anomaly detection) aligned with modern FP&A transformation trends
• Evaluate and implement new BI, data automation, and reporting tools to scale the finance function
• Deliver monthly and quarterly reporting packages, variance analyses, and KPI dashboards
• Improve financial discipline by identifying risks/opportunities early and supporting mitigation or investment recommendations
• Enhance forecast accuracy through automation, data integrity improvements, and AIassisted forecasting approaches
• Own the preparation and review of debt covenant calculations, including leverage ratios, fixedcharge coverage, liquidity, and other financial maintenance covenants as defined in credit agreements
• Partner with Controllership and external advisors to ensure accurate covenant compliance reporting tied to GAAP results and permitted adjustments
• Maintain detailed covenant calculation models and supporting schedules to facilitate internal review, lender requests, audits, and credit agreement amendments
• Support ongoing lender reporting requirements, including monthly/quarterly compliance certificates, cash flow reporting, and variance explanations versus forecast
• Assist with refinancing activities, credit agreement modifications, amendments, and incremental debt transactions by providing pro formas, leverage analyses, and sensitivity scenarios
• What Success Looks Like:
• Accurate, trusted forecasts delivered at velocity
• Automated models and processes that reduce manual work and improve insight quality
• Clear unit economics across SaaS, Professional Services, and Hardware
• Strong cross-functional relationships and influence at senior levels
• AI-enabled improvements in forecasting, risk detection, and reporting efficiency