Job Description
Financial Planning and Analysis Manager at Robert Half Financial Planning and Analysis Manager at Robert Half in Sterling, Virginia Posted in about 21 hours ago.
Type:
full-time Job Description:
My client, a private equity-backed SaaS organization, is seeking a highly analytical FP&A Manager to support financial planning, forecasting, and performance management across the business. This role will partner closely with senior leadership, functional leaders, and the executive team to deliver actionable insights, improve financial visibility, and support strategic decision-making in a high-growth environment. Lead the annual budgeting and rolling forecast processes, ensuring alignment with company growth objectives and improving forecast accuracy. Build, maintain, and enhance financial models to support long-term planning, scenario analysis, and strategic initiatives. Develop a deep understanding of SaaS revenue drivers, including ARR, churn, bookings, and revenue recognition, along with cost structure and margin performance. Partner with business leaders across sales, marketing, product, and operations to evaluate performance, identify risks and opportunities, and drive accountability. Prepare and deliver executive-level reporting packages, including board materials, dashboards, and financial presentations. Perform detailed variance analysis and translate financial results into clear, actionable insights for stakeholders. Support KPI development and tracking, with a focus on key SaaS metrics to drive operational and financial performance. Assist in improving financial processes, reporting accuracy, and alignment between FP&A and accounting teams. Contribute to the enhancement and optimization of FP&A systems, reporting tools, and business intelligence platforms. Support strategic initiatives such as pricing analysis, unit economics, capital planning, and potential M&A activity. Bachelor's degree in Finance, Accounting, or a related field; MBA or CPA preferred. 6-10+ years of progressive FP&A or corporate finance experience, preferably within a SaaS or technology environment. Demonstrated expertise in budgeting, forecasting, and financial modeling (including scenario and sensitivity analysis). Strong understanding of SaaS business models and metrics (ARR, MRR, churn, CAC, LTV). Experience with FP&A platforms such as Adaptive Planning (Adaptive Insights), Anaplan, or similar tools. Advanced Excel skills and experience working with ERP and reporting systems. Proven ability to present financial insights to senior leadership and non-financial stakeholders. Strong analytical, problem-solving, and data interpretation capabilities. Experience in a private equity-backed or high-growth environment is highly preferred. Profile Strategic thinker with the ability to connect financial results to operational performance. Strong business partner who can influence decision-making across cross-functional teams. Process-oriented with a focus on scalability, efficiency, and continuous improvement. Comfortable operating in a fast-paced, evolving environment with shifting priorities.
