Financial Planning & Analysis Manager

Key Responsibilities 

Reporting and Planning 

• Prepare management reporting packs in a timely and clear fashion, with risks, opportunities, and insights identified 

• Provide comprehensive review and commentary at the cost-center level 

• Provide senior leadership monthly financial metrics spanning revenue, P&L, customer margin, product margin, cash flow  - covering forecast, actuals, and budget comparisons 

• Drive annual budgets and forecasts, including roll-out of regular reforecasting cycles and processes 

• Manage financial aspects of special projects by determining key drivers, driving the right analyses, and presenting the conclusions 

• Produce models to project long-term growth and determine the impacting business factors 

Leadership 

• Manage team of FP&A analysts 

• Build cross-functional excellence among departments 

• Be a trusted source of truth to business leaders, partnering to support business needs  

• Drive understanding of business metrics across both revenue and expense trends 

• Present to senior leadership, sharing analysis to enable superior business decisions 

Process Improvement 

• Support the FP&A transformation agenda with a focus on continuous improvement in efficiency through automation, standardization, and optimization, including choice of tools and methodologies 

• Develop and implement process improvements that scale and amplify the impact of the team’s workstreams 

• Actively participate in the implementation and adherence to new finance requirements, systems, and processes 

Requirements 

• Bachelor’s degree in Finance, Accounting, or Business-related field with a minimum of 7 years of experience in financial analysis, financial planning, forecasting, or related roles. 

• Experience leading and coaching FP&A teams 

• Intellectually curious with enthusiasm for solving problems and working collaboratively 

• Superior analytical skills and attention to detail, with experience in complex financial modelling 

• Excellent business partner who can build advocacy with stakeholders then drive implementation and track you / your team’s progress 

• Critical thinker who is able to identify solutions to complex problems both independently as well as part of a team. 

• Excellent written and verbal communication skills with the ability to present findings clearly to finance and non-finance stakeholders. 

• Capability to lead global projects and initiatives, meeting tight deadlines in a fast-paced environment. 

• Ability to excel in a highly matrixed organization 

• Experience with automation and data visualization tools 

Preferred Qualifications 

• CA, CPA or CIMA financial qualifications. 

• Experience in the SaaS or technology industry. 

• Knowledge of securities, financial markets, or fintech, or a strong desire to learn. 

• Experience with accounting software (NetSuite, SAP, etc.), and cloud-based financial planning software (Adaptive Insights), or a willingness to learn. 

• Knowledge of SQL and database querying, or an eagerness to develop these skills.