Manager, Financial Planning & Analysis

External

Abcfinancial · Remote

Full-timeRemoteToday

BudgetingCRMFinancial AnalysisForecastingLeadershipMove

Cover Letter Connect

Prepare for this interview

Elite

AI-generated questions, company research, and talking points tailored to this role

About the role

The Manager of Financial Planning & Analysis (FP&A) will play a critical leadership role in advancing the company's financial strategy, reporting, and operational excellence. This individual will lead enterprise-wide financial reporting and planning processes, develop and monitor key growth and performance metrics, and serve as a strategic partner to executive leadership and the Board of Directors. This role will also oversee the strategy and management of the company's financial systems, including Workday Adaptive Planning, ensuring that our financial data infrastructure supports scalable growth, efficient reporting, and informed decision-making.

Responsibilities

Enterprise Reporting & Consolidation

Lead the end-to-end process for enterprise financial consolidation across all business units and geographies, ensuring accuracy, timeliness, and consistency in results.

Develop, maintain, and automate standardized management and operational reporting to support executive visibility, forecasting accuracy, and decision support.

Drive continuous improvement of reporting processes and analytics to enhance insight generation and forecasting precision.

Collaborate closely with the Accounting organization to ensure alignment on close processes, reporting timelines, and variance explanations.

Leadership and Board Reporting

Own preparation and delivery of all monthly, quarterly, and annual reporting packages for executive leadership, the CEO, and the Board of Directors.

Develop clear, data-driven narratives and visuals that communicate company performance, key trends, and strategic initiatives.

Partner with the CFO and senior finance leadership to manage the Board and Investor reporting calendar, including ad-hoc analysis and presentations for Thoma Bravo and other stakeholders.

Support quarterly business reviews (QBRs), board meetings, and investor updates by producing insightful dashboards, forward-looking performance summaries, and performance against strategic priorities.

Financial Planning & Strategy

Oversee and continuously improve the budgeting, forecasting, and long-range planning processes across the enterprise.

Establish and monitor key growth metrics, including SaaS performance indicators (ARR, churn, CAC, LTV, etc.), to support data-driven decision-making.

Provide strategic financial analysis and scenario modeling to guide short- and long-term growth strategies, investment opportunities, and organizational efficiency.

Serve as a strategic finance partner to functional leaders, providing actionable insights and financial guidance to drive performance and accountability.

Systems & Process Ownership

Lead administration and enhancement of Workday Adaptive Planning and related financial systems, ensuring system integrity, scalability, and integration with ERP and CRM platforms.

Develop and implement standardized FP&A processes, reporting templates, and best practices across all finance functions.

Drive automation and efficiency in data management and reporting workflows.

Leadership & Team Development

Manage and mentor a high-performing FP&A team, fostering professional growth and promoting analytical excellence.

Champion a culture of collaboration, transparency, and continuous improvement within the finance organization.

Manager, Financial Planning & Analysis

About the role

Responsibilities

Requirements

Benefits

Additional Information

Your Match

Company Intel

What employees say

Interested in this role?