Manager, Financial Planning & Analysis

We are seeking a highly motivated and experienced Manager of FP&A to join our finance team. In this pivotal role, you will sit at the intersection of FP&A, Sales, and Marketing. You'll be a key financial partner to our Sales and Marketing  functions and help to drive financial discipline across those departments. This position requires someone who can translate financial data into actionable business strategies and thrive in a fast-paced, high-growth environment. 

This role is based at our ​h​eadquarters in ​McLean, Virginia. Appian was built on a culture of in-person collaboration, which we believe is a key driver of our mission to be the best. Employees hired for this position are expected to be in the office 5 days a week to foster that culture and ensure we continue to thrive through shared ideas and teamwork. We believe being in the office provides more opportunities to come together and celebrate working with the exceptional people across Appian.

Responsibilities:

• Serve as the primary Finance business partner for the Sales and Marketing  organizations, building strong relationships within those teams and across Finance to provide financial guidance and support strategic decision-making.

• Lead the development of annual budgets, long-range strategic plans, and monthly forecasts for the Sales and Marketing functions. This includes detailed headcount planning and departmental operating expense analysis.

• Partner with the Revenue Operations team to design, model, and manage the annual sales quota setting process. Analyze historical performance and market potential to ensure quotas are ambitious, yet achievable.

• Collaborate with the entire FP&A team on creating and maintaining the consolidated company financial model.

• Develop and maintain scalable processes to enhance visibility into financial forecasts and performance, collaborating with teams across the business to maximize predictability.

• Drive special projects and conduct ad-hoc analyses to support decision making, including new products, marketing program spend, and other growth initiatives.

• Prepare presentations and analysis for senior Finance leadership and Appian’s executive team.

• Participate in special projects and initiatives as required.

Qualifications:

• 5+ years of progressive FP&A with a business partnering environment, ideally within the enterprise software industry and across both high-growth SaaS companies and larger public companies.

• Well versed in the FP&A lifecycle (budgeting, variance analysis, forecasting) with experience planning headcount and proactively identifying potential financial risks and opportunities.

• Excellent analytical, problem-solving, and organizational skills.

• Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization and external stakeholders.  

• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

• Exceptional modeling and analytical skills, with fluency in planning tools like Excel, Power BI, and Tableau. 

• High comfort level operating in dynamic, ambiguous environments with a bias toward execution and results.

• Experience in partnering with Sales and Marketing leadership on performance management, quota setting, and compensation design is beneficial.

• Expertise in leveraging Anaplan for advanced financial modeling and scenario planning is beneficial.

• Bachelor’s degree in Finance, Economics, Accounting, or related discipline.