Financial Planning & Analysis Manager

We're seeking a highly skilled and motivated Financial Planning & Analysis (FP&A) Manager. This critical role will oversee financial planning and analysis, ensuring tight timelines and high-quality reporting.

In this role you will...

Financial Planning & Forecasting:

• Oversee financial planning, budgeting, and forecasting for a private-equity-owned SaaS company
• Ensure the accuracy and integrity of financial reporting and analysis
• Leverage advanced Excel-based modeling and rigorous data analysis to produce actionable insights
• Help manage the annual budget and quarterly forecasting cycles, ensuring alignment with organizational goals and strategic initiatives
• Support other FP&A managers by automating tasks and analyses to drive process efficiency

• Manage and maintain Oracle PBCS (Planning and Budgeting Cloud Service) processes and systems
• Provide expert-level troubleshooting for PBCS-related issues in partnership with the CSOD IT team
• Serve as the primary administrator of the FP&A planning system
• Maintain system integrity by managing data integration, model configuration, user access, and reporting templates
• Continuously optimize system workflows and structure to enhance forecasting accuracy, planning efficiency, and usability for stakeholders
• Provide user training and enablement to promote self-service reporting and system adoption, in partnership with the CSOD IT team
• Lead headcount planning and system uploads
• Implement rules for allocating IT and Facilities costs to business units for forecasting and GAAP P&L reporting
• Liaise with IT for PBCS system management, including ticket management and system updates

• Assist in preparing monthly, quarterly, and annual reports for the Board of Directors (BOD) and CFO, highlighting key performance indicators and trends
• Develop P&Ls and finance support slides; draft commentary leveraging budget-vs.-actual (BVA) and variance analysis inputs
• Develop quarterly business review (QBR) decks, ensuring accuracy and attention to detail
• Conduct variance analysis to compare actual performance against budgets and forecasts, providing insights to senior management
• Analyze financial performance, identify risks and opportunities, and provide recommendations
• Develop comprehensive financial reporting packages to support decision-making processes
• Provide actionable insights to improve financial performance against forecasts and budgets

• Continuously seek opportunities to improve the financial planning and reporting processes, driving greater automation, efficiency, and accuracy
• Implement best practices in financial modeling and reporting
• Champion and drive systems improvements to support the budgeting and forecast processes

• Constant Currency Reporting: Maintain efficient constant-currency reporting processes using Excel and PBCS
• Vendor Reporting: Oversee monthly vendor reporting, ensuring detailed and timely deliverables
• Entity Level Forecast: Provide detailed entity-level forecasts to support tax team audits and forecasting
• Collaborate with cross-functional teams (including Accounting, Tax, and Treasury) to ensure financial planning supports overall business objectives
• Provide support to the FP&A team on Oracle, SmartView, and general finance-related queries
• Strategic Planning: Participate in long-term strategic planning, providing insights and analysis to support business growth
• Ensure compliance with GAAP and company policies, and implement best practices in financial management

• Bachelor's degree in Finance, Accounting, Business Administration, or related field; advanced degree or certification (e.g., CPA, CMA) preferred
• 5-7 years of experience in corporate FP&A or related finance roles
• Advanced proficiency in Excel (complex models, pivots, Power Query/Power Pivot, dashboards) and strong experience with Oracle, PBCS, and SmartView
• Strong data analysis and data science orientation-ability to extract, transform, and analyze large datasets and translate findings into business insights (e.g., SQL, Python/R, statistical analysis, and data visualization tools such as Power BI/Tableau)
• Ability to work collaboratively in a fast-paced environment and manage tight deadlines
• Prior experience in managing or mentoring team members is a plus
• Demonstrated commitment to valuing diversity and contributing to an inclusive working and learning environment
• Consideration for privacy and security obligations