Financial Planning and Analysis Manager, Workstream

• 5+ years of FP&A or Finance experience, ideally in a SaaS or high-growth environment
• Strong understanding of financial planning, forecasting, and reporting processes
• Proven track record of business partnering with department leaders to drive accountability and strategic decision-making
• Demonstrated systems acumen — ability to understand how HRIS, payroll, ERP, EPM, spend management, and CRM tools integrate to support reporting and insights
• Familiarity with SaaS financial metrics (ARR, NRR, GRR, LTV:CAC, payback)
• Hands-on experience building dashboards and reporting packages for leadership and Board audiences
• Advanced Excel/Google Sheets and financial modeling skills; able to translate data into actionable recommendations
• Excellent communication and presentation skills, capable of simplifying complex financial concepts for non-finance audiences
• Strong project management skills with the ability to execute and deliver results independently

Desirable

• We are seeking an exceptional FP&A Manager to join our growing Finance team and help scale the company’s financial planning, reporting, and systems infrastructure. This role will play a critical part in enabling financial visibility across the organization and supporting informed, data-driven decisions at every level
• The ideal candidate is a strategic thinker and proactive business partner who thrives in a fast-paced environment, is highly resourceful, and can wear multiple hats across finance, systems, and operations.
• You will collaborate closely with the Controller, Accounting, and cross-functional leaders to build scalable processes, improve financial transparency, and deliver actionable insights that drive operational and financial efficiency
• This position is hands-on yet strategic role for someone who enjoys solving complex problems, building structure out of ambiguity, and leveraging systems to streamline financial workflows
• Serve as a trusted partner to department and functional leaders, helping them understand financial performance, manage budgets, and make data-driven decisions
• Deliver streamlined, consistent, and insightful actuals vs. budget reporting across all departments
• Educate and empower budget owners to manage spend, interpret reports, and optimize resource allocation
• Provide strategic guidance around budget efficiency, headcount planning, and investment prioritization
• Build frameworks that foster accountability and financial ownership across the organization
• Partner with the Controller and Accounting teams to strengthen the company’s financial systems infrastructure, ensuring data integrity and scalability
• Map and optimize data flows between key systems — including HRIS, Payroll, Spend Management (Airbase), Payments/PO systems, ERP, EPM (Mosaic), and CRM/Sales tools — to enable seamless financial reporting
• Help evaluate and design the next-generation finance systems stack that supports accurate, timely, and transparent reporting
• Identify and implement process improvements and automation opportunities to enhance efficiency and scalability within FP&A and accounting workflows
• Lead the creation and distribution of monthly and quarterly management reports, providing key metrics, financial performance analyses, and actionable insights for leadership and the Board
• Design and deliver dashboards that highlight metrics critical to decision-making, including revenue trends, margins, CAC, LTV, and other operational KPIs
• Partner with business leaders to build financial and operational models that evaluate growth opportunities, pricing scenarios, and investment returns
• Work with RevOps and SalesOps to streamline sales commission structures, model pricing, and improve visibility into revenue performance by channel
• Collaborate cross-functionally to design and implement new processes that enhance financial visibility and discipline
• Translate complex financial and operational data into clear narratives and visuals for executive and Board reporting
• Support ad hoc strategic analyses and scenario modeling to inform key company decisions
• Champion a culture of transparency, accountability, and continuous improvement across the Finance function