Sr. Manager Financial Planning & Analysis

JobgetherSaaS and payments

This opportunity is fully remote for candidates who permanently reside in the United States.Full-TimeManager

Salary not disclosed

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Job Details

Experience: At least five years of experience in FP&A, corporate finance, investment banking, consulting, or another highly analytical business role.
Required Skills: SQLMicrosoft Power BITableauMicrosoft ExcelGoogle SheetsLooker

Bachelor's degree in Finance, Accounting, Economics, Business, or a related discipline.
At least five years of experience in FP&A, corporate finance, investment banking, consulting, or another highly analytical business role.
Strong financial modeling capabilities, including developing and maintaining full three-statement models.
Experience with cash forecasting and liquidity analysis.
Advanced proficiency in Microsoft Excel and/or Google Sheets.
Working proficiency in SQL, including independently retrieving and validating data from business systems.
Experience developing dashboards and reporting solutions using Tableau, Power BI, Looker, or comparable platforms.
Strong understanding of SaaS business models and recurring revenue metrics, including ARR, churn, and retention.
Working knowledge of payments economics, including transaction volume, net take rate, interchange and assessments, processor costs, MS, and ACH.
Experience using AI tools, forecasting platforms, or automation solutions to improve analysis, reporting, or operational efficiency.
Preferred: experience in a private equity-backed organization, board reporting, investor requests, or high-growth software, payments, or technology businesses.
Familiarity with ERP, CRM, and financial planning systems such as NetSuite and Salesforce; exposure to Python or other advanced analytics tools is an advantage.

Lead monthly, quarterly, and annual forecasting, budgeting, and long-range planning, and own the annual operating plan.
Maintain financial models and analyze SaaS performance indicators, including revenue, ARR, churn, retention, and margins.
Own payments forecasting, budgeting, and performance reporting with Payments, Product, and Sales leadership.
Model payments pricing, processor and partner costs, transaction volume, and mix changes to assess profitability.
Prepare recurring financial reporting for executives, board meetings, and private equity partners, and respond to investor requests.
Design and maintain dashboards and reporting solutions for SaaS and payments metrics, sales performance, customer health, and operational KPIs.
Use AI-enabled tools to identify trends, anomalies, and business opportunities, and partner with data and systems teams to improve automation and data integrity.
Collaborate with cross-functional leaders to provide financial insights and decision support.
Evaluate investments, hiring plans, go-to-market programs, and operational initiatives; lead pricing analysis, compensation modeling, and business cases.
Improve financial workflows, documentation, reporting quality, data validation, and financial governance.

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