The Senior Manager, FP&A will lead financial planning, forecasting, and SaaS performance reporting for a private equity-backed software business operating in a dynamic, growth-oriented environment. This hands-on role will develop scalable, driver-based financial models that connect revenue, profitability, headcount, and cash flow to strategic business decisions. You will provide executive leadership with reliable financial insights, actionable performance analysis, and scenario-based recommendations to support sustainable growth and capital allocation. Working closely with cross-functional leaders, you will strengthen financial reporting, improve planning processes, and establish trusted SaaS metrics to guide operational performance. You will also contribute to mergers and acquisitions through financial diligence and integration modeling while supporting the evolution of the finance function. This is an opportunity for an analytical, forward-thinking finance professional to combine strategic influence with practical execution in a lean, fast-paced organization.
Financial Forecasting and Planning: Own revenue and operating profit forecasts, improving accuracy and maintaining reliable short-term outlooks. Develop and refine driver-based models covering revenue, margins, headcount, and cash flow to connect financial performance with underlying business drivers.
Management Reporting and Performance Analysis: Lead the monthly financial performance reporting process, including KPI scorecards, margin bridges, variance analysis, and actionable recommendations for executive leadership. Communicate financial trends, risks, and opportunities clearly to support timely, informed decisions.
SaaS Metrics and Reporting: Establish and maintain a consistent, reliable reporting framework for SaaS and annual recurring revenue (ARR) performance. Monitor key metrics such as monthly recurring revenue (MRR), net revenue retention (NRR), customer cohorts, customer acquisition cost (CAC), customer lifetime value (LTV), and unit economics.
Annual Budgeting and Strategic Planning: Manage the annual budgeting process and build multi-scenario financial models that establish clear guardrails for cash runway, profitability, and capital allocation. Develop target and stretch scenarios to help leadership evaluate strategic priorities and financial objectives.
Scenario Modeling and Business Partnership: Conduct sensitivity analyses and scenario planning to inform pricing decisions, go-to-market investments, resource allocation, and headcount planning. Collaborate with Operations, People, and Sales leaders to maintain plan integrity, validate assumptions, and improve forecast accuracy.
Mergers and Acquisitions Support: Contribute to M&A financial diligence and integration planning, including quality of earnings reviews and supporting financial models. Partner with senior FP&A leadership throughout the diligence process and provide reliable analysis to support transaction evaluation and post-acquisition planning.
Financial Systems and Process Improvement: Strengthen financial modeling, reporting, and planning processes through automation, improved data integrity, and standardized methodologies. Build audit-ready, version-controlled models and establish scalable processes that can evolve with business complexity.
Cross-Functional and Team Leadership: Build strong working relationships across finance and operational teams, translating business activity into meaningful financial insights. Help establish clearer planning processes and reporting standards, with the potential to manage a direct report as the finance function grows.
Technology and Innovation: Explore and apply AI-powered tools to accelerate financial modeling, analysis, and reporting while maintaining analytical rigor, data quality, and appropriate controls.