Financial Planning and Analysis Manager
New
P
PerformYardSaaS
Arlington, Virginia, United StatesFull-TimeManager
Salary not disclosed
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Job Details
- Experience
- 5-8+ years
- Required Skills
- SalesforceMicrosoft Excel
Requirements
- Bachelor's degree in accounting, finance, or related field.
- 5-8+ years of experience in FP&A, finance, or strategic finance roles.
- Strong understanding of SaaS business models, metrics, and revenue dynamics.
- Advanced financial modeling and forecasting skills with the ability to build models from scratch.
- Strong familiarity with Salesforce data structures and BI tools.
- Solid understanding of financial statements, cash flow, and how planning ties to actuals.
- Strategic Mindset: Ability to see "beyond the spreadsheet" to understand operational levers.
- Strong presentation and communication skills for leadership and planning discussions.
- High attention to detail, strong analytical mindset, and comfort working in a fast-paced, scaling organization.
- Advanced proficiency in Microsoft Excel and the broader Office suite.
- Experience analyzing M&A transactions a plus.
Responsibilities
- Lead the annual budgeting process and maintain a rolling 18-month forecast.
- Partner with the CEO, VP of Finance, and Operations leadership to deliver accurate forecasts and actionable insights.
- Prepare monthly and quarterly financial reporting packages, including variance analysis vs. budget and prior periods.
- Develop and maintain operating models, scenario analyses, and sensitivity modeling to support strategic decision-making.
- Own the reporting and analysis of mission-critical KPIS (ARR, Retention, LTV, CAC, etc.) and communicate trends to leadership.
- Establish and refine budget and operating benchmarks to support performance.
- Prepare high-impact reporting packages for Board meetings and investor updates.
- Manage sophisticated cash flow modeling to ensure capital efficiency.
- Act as an "Internal Consultant" to Department Heads.
- Identify opportunities to improve financial processes, reporting efficiency, and data accuracy.
- Collaborate with accounting, external CPAs, and auditors as needed.
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