Sr. Manager, Financial Planning & Analysis - Remote

What You’ll Do (Essential Responsibilities)

Own the end-to-end Annual Operating Plan (AOP) and Long-Range Planning (LRP) processes -- from framing key assumptions and scenarios, to building the models, coordinating cross-functional inputs, and delivering executive- and Board-ready outputs that drive capital allocation and strategic decisions. 
Own and operate the core FP&A engine across revenue, OpEx, and headcount -- including driver-based forecasting, budgeting, reforecasting, and variance analysis.
Build and maintain robust, driver-based financial models that tie operational drivers to financial outcomes and directly inform decisions.
Lead the monthly forecasting cadence and enforce planning timelines across the organization, ensuring consistent, accurate, and decision-useful outputs. 
Deliver executive- and Board-level materials that clearly communicate performance, risks, and recommended actions. 
Partner with business leaders across R&D, Sales, and Marketing to identify trends, challenge assumptions, and drive accountability on performance. 
Support pricing, GTM, and investment decisions through rigorous analysis of unit economics, ROI, and payback. 
Mentor and develop analysts, reviewing models, improving analytical quality, and raising the overall bar of the function. 

What You Need (Key Requirements)

• Bachelor’s degree in Finance, Accounting, Business, Economics, or related field. 

• Knowledge and experience typical of someone with 10-12 years in FP&A or strategic finance, including mastery of the core FP&A cycle and some experience mentoring analysts or leading processes. 

• Direct FP&A experience at a public SaaS/software company -- you understand the metrics, operating cadence, and expectations of a listed technology business. 

• Ability and willingness to work east coast US hours. 

• Thrive working independently and remotely -- highly task-oriented, self-motivated, and outcome-driven. 

• Strong financial modeling skills – elite Excel proficiency required, with experience building and owning driver-based models that guide real decisions. 

• Deep experience across the FP&A cycle: planning, forecasting, headcount models, variance analysis, and compensation/OpEx modeling. 

• SaaS metrics expertise (ARR, CAC, payback, CLTV/LTV, churn) and ability to apply them in decision-making. 

• Comfortable working within public company reporting cycles, earnings prep, and investor-grade analysis. 

• Proven history of partnering successfully with operational teams (R&D, Sales, Marketing) on budgets and cost discipline. 

• Demonstrated ability to manage a small team or process -- setting deadlines, reviewing outputs, driving accountability. 

• Ability to take imperfect, messy data and quickly turn it into clear, decision-ready analysis. 

• Ability to build clear, concise, investor-grade materials (PowerPoint) that translate complex analysis into sharp executive and Board-level narratives. 

• Hands-on experience with the “technological plumbing” of business -- finance, HR, CRM, and data systems that keep operations running including: 

--EPM/FP&A tools (Adaptive [Workday] or equivalent) 

--ERP (NetSuite or equivalent) 

--CRM (Salesforce or equivalent) 

--HRIS/payroll (Dayforce/Ceridian or equivalent) 

--BI/dashboarding (Tableau or equivalent) 

--Data warehouse (Snowflake or equivalent) 

What Would be Nice (Preferred Skills)

Experience implementing or designing Adaptive (Workday) systems. 

Experience validating and cleaning complex, imperfect datasets.

Proven ability to improve forecasting accuracy, reporting speed, or decision-usefulness through automation or data visualization.

Ability to design audit-proof models that are easy to follow, maintain, and scale.

A great sense of humor -- if you can make the FP&A team laugh during quarter-end board deck prep, you’ll fit right in. 

Who Are You / What Sets You Apart

• Keen attention to detail with superb technical and analytical skills. 

• Excellent collaboration and communication abilities; you simplify complexity and focus on what moves the needle. 

• An excellent financial modeler -- you build models that are fast, flexible, and accurate. 

• You don’t just pull numbers -- you pressure-test assumptions, challenge inconsistencies, and drive toward outcomes. 

• You take ownership -- you manage your time and priorities well, don’t wait to be asked, and raise your hand when something doesn’t look right. 

• Comfortable in the gray -- quick to form a view, clear on trade-offs, and decisive under uncertainty. 

• Passionate about teaching and mentoring - you can take a team with passion and raw talent, identify new strengths, and channel it into excellence. 

What Success Looks Like in Year One

• You’ve expanded the team by hiring and onboarding an additional analyst, strengthening FP&A capacity. 

• You’ve built or upgraded forecasting models that executives actively use to steer key decisions. 

• You’ve commanded the trust and loyalty of senior executives -- seen as a partner whose judgment shapes company priorities. 

• You’ve led financial support for go-to-market reviews and calls, bringing data-driven clarity to pipeline, pricing, and ROI. 

• You’ve partnered with business unit leaders across R&D, Sales, and Marketing to improve decision-making and accountability. 

• You’ve identified at least one major business inefficiency and helped reallocate spend to higher-ROI areas. 

• You’ve helped the company say “no” to low-value projects and double down on the right ones - backing it up with data. 

• You’ve elevated FP&A processes -- planning, reporting, forecasting - to deliver more signal and less noise, while building credibility as a leader who mentors analysts, enforces process discipline, and raises the quality bar.