FP&A Manager

About the role

UPSTACK i s the leading full-service technology advisory firm , transforming how businesses design, source, implement, support, and optimize IT infrastructure. Clients benefit from decades of expertise, enhanced support, and UPSTACK's proprietary technology-delivering faster deployments, cost savings, and streamlined access to critical solutions. Our expertise includes: data center colocation, network connectivity, SD-WAN, unified communications, cloud contact center, CX-AI, private/public cloud, security, mobility, business continuity, and IoT. Under the leadership of Founder and CEO Christopher Trapp , UPSTACK is committed to exceptional customer experiences , serving 6,500+ clients-from SMBs to enterprises-and managing over $1B+ in annual technology spend across industries. We are seeking a strategic and analytical FP&A Manager to lead our Financial Planning & Analysis function and provide financial insights that drive business performance. This role will be responsible for managing the budgeting and forecasting cycle, delivering data-driven business insights, partnering with executive leadership to optimize financial performance, and supporting strategic decision-making across the organization. The ideal candidate is a proactive finance professional who combines strong analytical skills with business acumen and the ability to influence stakeholders across multiple functions. This position plays a critical role in helping the organization achieve its financial and operational objectives through accurate forecasting, insightful analysis, and cross-functional collaboration. The FP&A Manager will work closely with Accounting, People Operations, and business leaders to improve financial visibility, enhance operational efficiency, and ensure the organization has the insights needed to achieve its growth objectives. This role will report to the CFO and is expected to work from the UPSTACK NYC headquarters at least three (3) days per week.

Responsibilities

• Lead the annual budgeting process and ongoing forecasting activities.
• Manage the monthly and quarterly FP&A cycle, including variance analysis and financial reporting.
• Analyze financial and operational data to identify trends, opportunities, and risks affecting business performance.
• Provide actionable insights on revenue, profitability, retention, churn, and other key business metrics.
• Partner with executive leadership to monitor operating expenses, optimize spending, and improve budget adherence.
• Develop and maintain liquidity and cash flow forecasts to support financial planning and stability.
• Collaborate with Accounting to support month-end close processes and financial reporting accuracy.
• Partner with People Operations on workforce planning and headcount forecasting.
• Conduct ad hoc financial analyses to support strategic initiatives and business decisions.
• Identify opportunities to improve data integrity, reporting processes, and analytical efficiency.
• Support cross-functional projects and influence stakeholders to drive successful business outcomes.
• Required Qualifications
• Bachelor's degree in Finance, Accounting, Business, Economics, or a related field.
• 5+ years of progressive experience in FP&A, Corporate Finance, Accounting, Investment Banking, Consulting, or a related analytical role.
• Strong financial modeling, forecasting, budgeting, and variance analysis skills.
• Experience leading the consolidation of entity-level budgets into a group-wide financial plan.
• Experience developing business performance metrics and translating data into actionable insights.
• Solid understanding of GAAP and financial reporting principles.
• Advanced Excel skills and the ability to work with large, complex datasets.
• Strong analytical, problem-solving, and critical-thinking abilities.
• Excellent written and verbal communication skills, including experience presenting to executive leadership.
• Demonstrated ability to influence stakeholders and collaborate effectively across multiple functions.
• Preferred Tools & Experience
• Experience managing FP&A and financial planning platforms; experience with Vena is strongly preferred.
• Experience with financial planning and reporting platforms such as Adaptive Planning, Anaplan, Planful, or similar tools.
• Proficiency with business intelligence and data visualization tools, including Tableau, Power BI, or Looker.
• Experience working with ERP systems such as NetSuite, Sage Intacct, Oracle, or SAP.
• Experience supporting high-growth, private equity-backed, or technology-enabled businesses.
• Familiarity with SaaS metrics, recurring revenue models, and subscription-based business environments.
• Project management experience and a track record of leading cross-functional initiatives.
• CPA, CFA, MBA, or other relevant professional certification is a plus.
• Salary Range
• Employees new to UPSTACK typically come in at the start of the pay range. UPSTACK focuses on providing a simple and tran

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