Financial Planning & Analysis Manager
New
J
JobgetherSaaS, Financial Technology
Based in the United StatesFull-TimeManager
Salary124,000 - 155,000 USD per year
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Job Details
- Experience
- 8+ years
- Required Skills
- Data AnalysisMicrosoft ExcelSaaS
Requirements
- 8+ years of experience in financial planning and analysis, corporate finance, or related roles.
- Demonstrated expertise in advanced financial modeling, forecasting, and strategic business partnership.
- Advanced financial modeling and forecasting capabilities, with the ability to build and interpret complex financial models.
- Strong proficiency in Microsoft Excel and financial planning tools such as Adaptive or comparable platforms.
- Ability to analyze, synthesize, and communicate insights from large and complex datasets.
- Strong business acumen with the ability to connect financial performance to operational priorities and influence strategic decisions.
- Excellent analytical and problem-solving skills, combined with sound business judgment.
- Strong written and verbal communication skills, including the ability to present financial insights effectively to executive audiences.
- Experience preparing executive-level reporting and communicating complex financial information in a clear and actionable manner.
- Ability to operate independently and effectively in complex, fast-moving, and ambiguous environments.
- Strong stakeholder management and cross-functional collaboration skills.
Responsibilities
- Serve as a trusted finance partner to Customer Experience leadership through regular communication, financial guidance, and support for budget and resource decisions.
- Connect financial analysis to Customer Experience strategy by advising on trade-offs involving implementation capacity, hiring, and go-live priorities.
- Coordinate go-live forecasting with implementation teams, translating capacity, bookings, and current backlog into defensible, time-phased launch forecasts.
- Support executive-level reporting by preparing materials and delivering insights on go-lives, backlog, ARR, and related financial performance for senior leadership and board discussions.
- Establish consistent definitions and a reliable single source of truth for Customer Experience metrics and data across Finance and operational teams.
- Collaborate with Customer Experience, Accounting, and broader FP&A teams to maintain alignment between forecasts, actual results, and revenue recognition.
- Enhance go-live and capacity forecasting models by improving automation, scalability, data integrity, and forecasting methodologies.
- Analyze complex financial and operational datasets to identify trends, risks, opportunities, and actionable business insights.
- Champion and help develop AI-led processes that improve efficiency, reduce manual activities, and shift finance resources toward higher-value analysis.
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