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 companyEnsure the accuracy and integrity of financial reporting and analysisLeverage advanced Excel-based modeling and rigorous data analysis to produce actionable insightsHelp manage the annual budget and quarterly forecasting cycles, ensuring alignment with organizational goals and strategic initiativesSupport other FP&A managers by automating tasks and analyses to drive process efficiencyFinancial Planning System Support (Oracle PBCS):

Manage and maintain Oracle PBCS (Planning and Budgeting Cloud Service) processes and systemsProvide expert-level troubleshooting for PBCS-related issues in partnership with the CSOD IT teamServe as the primary administrator of the FP&A planning systemMaintain system integrity by managing data integration, model configuration, user access, and reporting templatesContinuously optimize system workflows and structure to enhance forecasting accuracy, planning efficiency, and usability for stakeholdersProvide user training and enablement to promote self-service reporting and system adoption, in partnership with the CSOD IT teamLead headcount planning and system uploadsImplement rules for allocating IT and Facilities costs to business units for forecasting and

GAAP P&L

reportingLiaise with IT for PBCS system management, including ticket management and system updates

BOD/Management Reporting:

Assist in preparing monthly, quarterly, and annual reports for the Board of Directors (BOD) and CFO, highlighting key performance indicators and trendsDevelop P&Ls and finance support slides; draft commentary leveraging budget-vs.-actual (BVA) and variance analysis inputsDevelop quarterly business review (QBR) decks, ensuring accuracy and attention to detailConduct variance analysis to compare actual performance against budgets and forecasts, providing insights to senior managementAnalyze financial performance, identify risks and opportunities, and provide recommendationsDevelop comprehensive financial reporting packages to support decision-making processesProvide actionable insights to improve financial performance against forecasts and budgetsProcess Improvement & Operational EfficiencyContinuously seek opportunities to improve the financial planning and reporting processes, driving greater automation, efficiency, and accuracyImplement best practices in financial modeling and reportingChampion and drive systems improvements to support the budgeting and forecast processesAdditional areas of engagement:

Constant Currency Reporting:

Maintain efficient constant-currency reporting processes using

Excel and PBCSVendor Reporting:

Oversee monthly vendor reporting, ensuring detailed and timely deliverables

Entity Level Forecast:

Provide detailed entity-level forecasts to support tax team audits and forecastingCollaborate with cross-functional teams (including Accounting, Tax, and Treasury) to ensure financial planning supports overall business objectivesProvide 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 growthEnsure compliance with GAAP and company policies, and implement best practices in financial managementYou've got what it takes if you have... Bachelor's degree in Finance, Accounting, Business Administration, or related field; advanced degree or certification (e.g., CPA, CMA) preferred5-7 years of experience in corporate FP&A or related finance rolesAdvanced proficiency in Excel (complex models, pivots, Power Query/Power Pivot, dashboards) and strong experience with Oracle, PBCS, and SmartViewStrong 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 deadlinesPrior experience in managing or mentoring team members is a plusDemonstrated commitment to valuing diversity and contributing to an inclusive working and learning environmentConsideration for privacy and security obligations#LI-remote